We recommend storing all the project documents in a folder in the document storage. When you activate the Projects+ the Projects folder is automatically created in the Documents section, Shared Folders folder (fig. 1). This folder can store:
Templates – folder with documents, added in the project templates. A folder is created automatically for each project template;
folders with project documents. Folder of each project is created automatically, if you have not changed these project type settings. You can change the project folder, when editing the project.
Fig. 1. Documents section. Projects folder
By default, a folder can be created automatically for each project in Documents– Shared Folders – Projects. You can configure the setting in ELMA Designer, project type page, Templates tab. By default, all the project team members have access to these folders. To learn more, see the respective Help section.
The toolbar buttons of the project folder are similar to those of document storage, except for the To Project button (fig. 2). This button serves for going to the main page of the current project.
Fig. 2. To Project button
The Financial Documents folder is created in each project folder (fig. 3). This folder stores documents on the revenues/expenses fact values. By default, only the project author has access to this folder. If necessary, you can assign them to other project team members. You can change the financial documents folder, when editing the project.
After the project is finished (moved to archive), its document folders are not moved to archive.
Changing folders
You may need to change the project folder or financial documents folder. You can do it on the project editing page in the Additional Parameters unit (fig. 4).
Fig. 4. Project editing page. Additional Parameters unit
In the Folder *field, you can select the project folder and in the Budget Folder *field, you can select the financial documents folder in the folder selection dialog box. To clear the field, click
