Assign a document status or category

Document status and category designations can help you track project work products and documents. For example, status designations can identify which documents are in review or completed, and category designations can identify documents that are project standards or project deliverables. You create document status and document category designations through the Administrative Categories feature and assign status and category designations in the Work Products & Documents window.

1. Choose Project, Work Products and Documents, then select the document.
2. Display WP & Doc Details, then click the General tab.
3. In the Document Category field, click , select a category, then click the Select button.
4. In the Status field, select a status.

Related Topics

Display work product and document details in the WPs and Docs window