copyright © 2003 americas’ sap users’ group simple document management in project systems kent...
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Copyright © 2003 Americas’ SAP Users’ Group
Simple Document Management in Project Systems
Kent Bettisworth
BETTISWORTH & ASSOCIATES, INC.
Tuesday, May 20, 1:20pm-1:50pm
Simple Document Management in Project Systems
From the simple e-mail to the complex diagram, having easy access to your project documentation can be a challenge. In addition, certain project documents should be shared with internal and external partners while others should not.
This presentation explores the Project System module features for storing and retrieving various types of project documents and documentation.
Audience: Executive overview
Simple Document Management in Project Systems
3 Key Learnings
When is document management simple?
Use PS text to report qualitative comments across multiple projects
Learn simple method of attaching documents to a project
When is document management simple?
Is it ever simple? Yes, when simply documenting events
No red-lining or extensive collaboration
No rigorous work flow
Documenting Events Enter long text
Enter PS Text Extract data across projects
Create attachments
Enter notes
Using Long Text
Enter and Save
Any WBS
No searching
PS Text Configuration
Easy to setup
Create your own categories
Train to use
Creating PS Text on a Project
Drag & Drop
Pick text type
Description should be simple procedure like initials, project id
Use key words in first 40 characters of text
Using PS Text across Projects
Search by text type
Search by description
Use wild card search
Search by system id or by date ranges
Search by project
Change or Display PS Text
CN04 and CN05
Example PS Text Search
Description is free-form
Use simple procedure like initials, project id
Switch to view of text
Example PS Text Search
First 40 characters of text displayed
Drill-down to full text
Creating Attachments and Notes
Using Special Services, you can create:
Attachments
Notes
Links to web sites
Creating Attachments
Attach a local file
To any WBS element
Creating Notes and Links to Web sites
Use Services icon
Create private notes
Link web sites as appropriate
Simple Document Management
The final result
Summary and Questions
Summary
When is document management simple?
Use PS text to report qualitative comments across multiple projects
Attach document, notes or link web sites using special services
Questions
Download this presentation at:
www.bettisworthassociates.com
Copyright © 2003 Americas’ SAP Users’ Group
Thank you for attending!
Please remember to complete and return your evaluation form following this session.
Session Code: 3808