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home/Knowledge Base/Project/How to use segmentation on project level

How to use segmentation on project level

9 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have a project editor role, you can upload documents to a project.

  • Select Projects in the left menu column
  • Select the project that you want to edit.
  • Click on the project number to open it.
  • Browse to the tab “Documentation”.
  • You can either attach the document to the project or create a link (url) where the user can find the document.
  • To attach a document:
    • Click the button “Attach File”
    • A pop-up screen opens asking you to select the documentation type.
    • Drag and drop the file that you want to select or click the screen to upload.
    • After the system has uploaded the file, a checkmark appears on the document.
    • Click Confirm to attach the document.
  • To create a link:
    • Click the button “Add Link”
    • A pop-up screen opens asking you to select the documentation type.
    • Enter a name for the link.
    • Enter the url for the link.
    • Click Save to create the document link.

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Project
  • How to use segmentation on project level
  • How to make a project private
  • How to add a user with specific project access
  • How to upload project documentation
  • How to register project progress
  • How to add deliverables and milestones to a project
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