Assigning Solution Documentation Structure Elements

On the Documentation tab, you specify the Solution Documentation structures that are relevant for the work package, work item, or other Focused Build transaction types. You can assign process steps and other library elements from the Solution Documentation. When you assign structures to a work package, the structures are inherited by the work items contained in that work package. You can also manually assign structures to a work item (not inherited).

Once you have assigned a Solution Documentation structure, you can view, access, and edit the documents stored at this structure directly from the Documentation tab. You can also use the Documentation tab to create and store new documents at the assigned structures.

On the Documentation tab on the Documents subtab, choose  (Assign Structures) to open the Assign Structures pop-up window.
In the Assign Structures pop-up window, search for the Solution Documentation structure elements that you want to assign. To simplify the search, you can expand the hierarchy view or use filters in the list view.
Note

Observe the following when assigning Solution Documentation structure elements to work packages, work items, or other Focused Build transaction types:
- If a Solution Documentation scope has been used to create a requirement, you can select only process/library structures belonging to this scope.
- If a requirement addresses several structures from different scopes, these scopes are inherited to the successors (work package and work items).
- If a Solution Documentation scope is assigned to a project (in a project header), the selection of a project in a work package can be simplified by using this scope. In this case, the input help for project selection presents only projects with the corresponding Solution Documentation scope assigned and fades out projects with other scope assignments.
Select the checkbox next to the assignable elements.

The Solution Documentation elements that you have selected are displayed below. You can see which Solution Documentation structures have been assigned from which Solution Documentation scope.
Save your selection.

To assign a document to a previously assigned structure:

Go to the Documentation tab, then to the Documents subtab.
In the Documents list, in the Assign/Unassign column, choose  (Unassign).

The document is assigned (the icon changes to  ).

You can reassign a work item to a work package in status Scoping if the following conditions apply:

no Solution Documentation elements are assigned to the target work package
no scope items exist for the target work package