Working with documents on plan items

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As a Project Manager or a Product Owner it is possible to add different type of documents.

To do this click on a Plan-item to open the detail page. On the bottom of the page you find three sections to add documents. See screenshot below

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Document section for Plan-item

 

Documents Section

In the area Documents you can add documents to the Plan-item. It is also possible to start a document approval. See for more information Request document approval.

Automated Reports Section

In the area Automated Reports you can add reports to the Plan-item. See Working with Automated reports

Specifications Section

In the area Specifications you can add documents regarding the specifications of your plan-item.