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Editing Document References

In the Gantt, you can reference one or more documents to any type of planning object. You can add or delete these document references. You can add a reference to any planning object.

ClosedTo add a document reference

  1. Open the Gantt.
  2. Right-click on a planning object and select Edit References.

    The Document Reference dialog box appears.
  3. Click Add Reference.

    4. The document pick list box appears.

  4. Select the document to reference in the planning object and click OK.
  5. In the Document Reference dialog box, click OK.

ClosedTo delete a document reference

  1. Open the Gantt.
  2. Right-click on a planning object and select Edit References.

    3. The Document Reference dialog box appears.

  3. Select the check box next to the document reference you wish to remove.
  4. Click Delete Reference.

    5. Proliance removes the selected document reference.