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Link Document Management on the Project Item and meeting

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1,995 Vu
(@leader)
Posts: 68
Estimable Member
Début du sujet
 
[#6992]

Hello,

Is it possible to have the visibility of documents managed directly in the project view.

We have:
Files attached (differents of documents managed)
Notes
Products linked
Versions linked
Sub-projects linked

But, i think it will be great to have also documents and meetings view --> it will give an overview of the projets elements in the same screen.

Regards,


 
Posté : 19/10/2020 2:52 pm
ash
 ash
(@ashofphoenix)
Posts: 140
Estimable Member
 

you have item linked also in project view. You can either linked document or document version in it ?

However, meeting linked should be nice for 'simple' project because when you have a meeting for several projects at the same time, it's hard to link the result in one or another...


 
Posté : 20/10/2020 12:35 pm
(@babynus)
Posts: 14952
Membre Admin
 

If you want to see documents on project form just "link" them to the project.
In fact documents are already linked to the project, so displaying then on project form is no real use : just select project in project selector and go to Document list...

We cannot display on project form all items contained on the project, this would lead to massive performance issue.
You request for Documents, but some users request for Tickets, others for Activities, others for Actions,...


 
Posté : 22/10/2020 8:38 pm
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