InLoox PM organizes your file or SharePoint Server. Every project offers access to related documents.
With a click of a button you can quickly link the saved documents in you folder to the project by adding or changing a document folder path. This feature is also very useful, if you want to link a lot of new documents. All you need is just update your document page.
Open an existing project or create a new one.
For more information on how to create a project see Create a project.
- In the project, on the Start tab, in the Section group, click Documents.
On the Edit tab, in the Document Path group, click Folder .
The added document path is now dislayed in the Document Path box.
Click , in the Document Path group, to delete the document folder path.
In the Select Document Store dialog box do the following:
- In the Type area choose between File server / Local computer and SharePoint store.
In the Location area click .
Choose the folder you want to be read in.
On the Documents page, in the Documents group, click Update Document List .
The folder content will be read in the document section of the project. You can start to work with it right away.
In the Documents area, on the left side the folder view will be displayed automatically. For more information see Create a subfolder.
The option page documents defines the rules for the InLoox PM file archiving feature. Some customizing options are available. The format of the project number affects the Document page. It is possible to update the contents of the project folder automatically.
Open the dialog box InLoox PM Options.
For more information, where you can find the InLoox PM options, see Open the InLoox PM options.
Under Documents click Document store. On the right side you will see the Document store area.
- Do one of the following:
- Select the Automatically update document list on project startup control box. Documents are read anew when the project is loaded. This option slows down the opening of a project but ensures automatically that the Documents page always shows current information.
- Select File Server and click to add the folder you want.
- Define the rule in the Rule field by adding one of the following fields from the Field drop-down list:
- <PROJECT_NAME> (Project name)
- <PROJECT_NUMBER> (Project number)
- <COMPANY_NAME> (Customer name of the project)
- <CURRENT_YEAR> (Current year, four digits)
<DIVISION> (Division name)
The Standard parameter <COMPANY_NAME>\<PROJECT_NUMBER> <PROJECT_NAME> points automatically to the following folder structure:
<BASEPATH>\Customer1\2011-001 Project 1
<BASEPATH>\Customer1\2011-002 Project 2
<BASEPATH>\Customer2\2011-003 Project 1
- Select SharePoint Server site:
- Base path: Path to a SharePoint server site, e.g. http://companyweb/ or http://www.my-sharepoint.com/site_int/.
- Document library rule: Structure for creating SharePoint document libraries. A fixed text may be input (which causes all projects to use the same library) or a rule (see file server rule, above). Creating a separate SharePoint document library for each project has the advantage that the data access permissions can also be defined separately.
- Subfolder rule (optional): Path name within a SharePoint document library. If no text is input the master folder of the document library is assumed. If only one SharePoint document library is to be used, it is useful to apply a rule (see File Server, above), since otherwise the documents from all projects would be copied to the same folder.
Effects of changing storage type, base path or rules:
- If no projects are yet on file, changing these parameters has no effect.
- New projects or projects for which no document folders exist are managed automatically according to the changed parameters.
- Existing projects are managed with the existing document folder until the user changes this manually.