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Global Document visibility for project

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jmmbb
(@jmmbb)
Posts: 561
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Topic starter
 
[#444]

Hello,

it will be good to be able to see every documents in a project in the project windows.

i.e. : if i attach a doc on project and some others docs on activity or milestones, i need to open every windows to see all the doc.

A list in the project windows with every docs attached to project will be nice.

Thanks for your really great job !

Regards

JMM


 
Posted : 06 Apr 2012 20H11
(@babynus)
Posts: 14952
Member Admin
 

The idea is interesting but I'd like to know the exact need first.

To my point of view, attached documents are just pieces linked to a specific item.
I don't see the interest to display all these files on Project summary.
For instance, there is no interest to show the print screen about a bug report on Project summary.
If attachements are to be show as Project pieces, then they are certainly Project Documents, and should be managed as Documents.
Now what is missing is the possibility to link a Document to an item (for instance link the specification to an evolutive activity) : it's a planned evolution coming soon.

Does this respond to your nedd ?


 
Posted : 08 Apr 2012 3H49
jmmbb
(@jmmbb)
Posts: 561
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Topic starter
 

Thanks for rapid reply !

In fact, i want to be able to see differents documents whereever they are in the project.

For exemple, i have a milestone as COPIL for a project and i want to link the verbal account to activity.
But, when i look at the project, it's nice for me to see directly all the documents, like this verbal account, even if i don't know which activity to open for that.

I expect my english is good enought for you to understand.

Thanks again !

Jean-Marie


 
Posted : 10 Apr 2012 13H39
(@babynus)
Posts: 14952
Member Admin
 

So the V2.2 will help you : instead of attaching a file to activity or milestone, you will link a document.
Then documents will be reachable through documents list, with search facility and filter possibility.


 
Posted : 10 Apr 2012 14H50
jmmbb
(@jmmbb)
Posts: 561
Contributor
Topic starter
 

Thanks, that's great !


 
Posted : 10 Apr 2012 14H55
jmmbb
(@jmmbb)
Posts: 561
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Topic starter
 

So, i re-open this topic...

In fact, after using document management, I think it will be nice to get the best of two worlds...

Now, you can use document to manage all document for project and link a document to item to enhance item following.
But, sometime, it is great to be able to link document to item (like debriefing for a meeting), and, in the same time, to be able to see that document in project's documents list...
So, prehaps we just need a flag in document attachement, saying "this document, attached to the current item, must be visible in project's documents list" or something like that...


 
Posted : 19 Mar 2015 10H53
(@babynus)
Posts: 14952
Member Admin
 

Hi,

Sorry, I don't understand the request.

First, to be sure, you are dealing with Documents, not Attachments. Is that true ?

Then if you manage Documents, you just have to set Project for this document to have it in Documents list and restrict visibility to Project Documents.
There will be no list of Project Documents directly on the Project screen, as there will not be list of tickets or list of decisions directly on the project screen.
The Document list should do the job. No ?


 
Posted : 19 Mar 2015 15H42
jmmbb
(@jmmbb)
Posts: 561
Contributor
Topic starter
 

I have to apologize... :unsure:

Your mysunderstanding make me to look closer at linked elements and i found what i need : because it is possible to link a document to any item, it is possible to do my need : to be able both to read a document from an item (ie : an order from expenses) and to keep a list of every project's documents.

Sorry... :S


 
Posted : 19 Mar 2015 17H09
(@babynus)
Posts: 14952
Member Admin
 

You're welcome 😉


 
Posted : 19 Mar 2015 17H19
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