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Procedure documentationCreating a Collaboration

Prerequisites

  1. You installed and configured cFolders.

  2. In Customizing for Project Management under Start of the navigation path Structure Next navigation step Define Project Types End of the navigation path, you selected the cFolders checkbox in the Collaboration group box.

  3. You are in the detail view of a project on the Collaborations tab.

Procedure

  1. In the structure tree (see Structure Tree), select the project element for which you want to create a collaboration.

  2. Choose Create.

  3. Select the target system on which your cFolders application runs under cFolders System, if required. If no target system is available, the system cannot create the collaboration.

  4. Change the name, if required.

  5. Decide whether you want to use a collaborative scenario (see Collaborative Scenario) or a competitive scenario (see Competitive Scenario).

  6. If you want to use a different collaboration as a template for creating the new collaboration, choose the template here.

    This field only exists if collaborations already exist in cFolders, for which you have authorization and which are marked as templates (see Collaboration Templates).

  7. Choose the source from which you want to assign documents to the collaboration.

    You can use Project Management documents, Project Management status reports, DMS documents, or DMS status reports as the source. However, the last three are only available if the corresponding documents already exist for the selected project element or the project type permits this function.

  8. Create the collaboration in cFolders:

    1. Choose Continue.

      The system opens the view for transferring documents. You can transfer documents straight away or later on (see Transferring Documents).

    2. Save the collaboration.

      The system creates the collaboration and displays the overview of the collaborations again.

  9. Save the project.

    Caution Caution

    If you only save the collaboration, the assignment of the collaboration to a project element in Project Management is lost.

    End of the caution.

Note Note

The collaboration inherits the authorizations (see Authorizations in Project Management) of the project element to which it is assigned.

End of the note.

Result

The collaboration is created in cFolders and assigned to a project element.