Forum

Welcome to ProjeQtOr new Forum. We migrated old forum to the new website.
You will find all your posts here, with your usual account.
Just one point : you’ll have to reinitialize your password. Use “Lost password” feature.

Link Document Manag...
 
Notifications
Clear all

Link Document Management on the Project Item and meeting

3 Posts
3 Users
0 Reactions
2,027 Views
(@leader)
Posts: 68
Active Member
Topic starter
 
[#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,


 
Posted : 19 Oct 2020 14H52
ash
 ash
(@ashofphoenix)
Posts: 140
Active 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...


 
Posted : 20 Oct 2020 12H35
babynus
(@babynus)
Posts: 14966
Main Contributor 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,...


 
Posted : 22 Oct 2020 20H38
Share:

Scroll to Top