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Function documentationIntegration with SAP Document Management

 

You can manage your documents using document management (SAP DMS) and exchange documents between DMS and Project Management.

Note Note

Document management (SAP DMS) corresponds to the SAP application component CA-DMS. It is part of SAP PLM and SAP ERP.

End of the note.

Integration

You can create collaborations straight from the documents in SAP DMS or add documents to existing collaborations. You can insert documents from an existing collaboration in the document structure of a DMS folder that is linked to a project element.

Prerequisites

  • Your system administrator has permitted the use of SAP document management for the current project type (see Customizing for Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Project Types End of the navigation path).

  • We recommend that you install SAP Easy Document Management 3.00 or a higher release on your PC.

Features

  • You can link project elements to existing document info records via an SAP DMS object link.

  • You can create new document info records (with or without templates) and link them to project elements simultaneously.

  • You can exchange documents between Project Management and SAP DMS.

  • You can open the application by clicking the document number from the document structure display or the link overview. Then click the file name to display the document or export it to your PC.

  • You can group the document structures for the individual project elements together to form an entire document structure that reflects the project structure. Then use the Entire Document Structure function to insert a document structure in document structures that are linked to superior project elements. If you display the document structure of a document info record that is linked to a superior project element, you will see all the document structures of lower-level project elements.

    Example Example

    You create an entire document structure for a project status report for a program and insert all project status reports of the assigned projects in the structure.

    Furthermore, you can include a document structure in the folder of an SAP DMS project status report and send it together with the report.

    End of the example.

See also:

Working with Document Info Records