Adding documents at the portfolio or project level is straightforward.
Add a document to the Project Document Library
Select the desired project
Click Document Library
Specify the correct reporting period, as the document(s) will be uploaded for that period.
Click View/Add Documents next to the document you want to manage
Click Add Document
You can add a document name if needed
If you chose the wrong reporting period, you can always select the correct one
Click Upload document
Once finished, click Save
The document will now appear on the dashboard with a green checkmark, indicating it has been uploaded for the selected period
Note: Below is an explanation of the document statuses:
Green tick - Document successfully uploaded for the period
Red x - Document is to be uploaded for the period
Orange hazard - Document incomplete for the period (name specified, but file not yet uploaded)
No icon - Document is optional for the period
Edit a document to the Project Document Library
You can edit the document name or replace the uploaded file at any time if needed.
Select the desired project
Click Document Library
Specify the correct reporting period, as the document(s) will be uploaded for that period.
Click View/Add Documents next to the document you want to manage
Click Edit
Change the document name if needed
Click the grey cross to delete the document if needed
Click Upload document to replace the document you deleted
Note: The dashboard always displays the most recent version of the uploaded documents.
View/Download a Document in the Project Document Library
Select the desired project
Click Document Library
Specify the correct reporting period, as the document(s) will be uploaded for that period.
Click the Document Name directly to view/download the document
Review the Document Library at the Portfolio level
The Document Library at the portfolio level lets you view all documents and their statuses for each project. This information is accessible to users with permission to view portfolio or regional dashboards.
At the licence level, click Document Library
Specify the correct reporting period, as the document(s) will be uploaded for that period.
This dashboard provides a summary of all projects and their associated documents. Each document will display a specific status as detailed in the yellow note above. Non-mandatory documents will have no icon and will show an "Add" button if you choose to upload a document.
Note: Documents can be uploaded directly from this dashboard by clicking on any cell or icon.