1. Copyright © 2003 Americas’ SAP Users’ Group Simple Document Management in Project Systems Kent Bettisworth BETTISWORTH & ASSOCIATES, INC. Tuesday, May 20, 1:20pm-1:50pm

2. Simple Document Management in Project Systems  From the simple e-mail to the complex diagram, having easy access to your project documentation can be a challenge. In addition, certain project documents should be shared with internal and external partners while others should not.  This presentation explores the Project System module features for storing and retrieving various types of project documents and documentation.  Audience: Executive overview

3. Simple Document Management in Project Systems  3 Key Learnings  When is document management simple?  Use PS text to report qualitative comments across multiple projects  Learn simple method of attaching documents to a project

4. When is document management simple? Is it ever simple? Yes, when simply documenting events No red-lining or extensive collaboration No rigorous work flow Documenting Events Enter long text Enter PS Text Extract data across projects Create attachments Enter notes

5. Using Long Text  Enter and Save  Any WBS  No searching

6. PS Text Configuration Easy to setup Create your own categories Train to use

7. Creating PS Text on a Project Drag & Drop Pick text type Description should be simple procedure like initials, project id Use key words in first 40 characters of text

8. Using PS Text across Projects Search by text type Search by description Use wild card search Search by system id or by date ranges Search by project Change or Display PS Text CN04 and CN05

9. Example PS Text Search Description is free-form Use simple procedure like initials, project id Switch to view of text

10. Example PS Text Search First 40 characters of text displayed Drill-down to full text

11. Creating Attachments and Notes Using Special Services, you can create: Attachments Notes Links to web sites E-mail

12. Creating Attachments  Attach a local file  To any WBS element

13. Creating Notes and Links to Web sites Use Services icon Create private notes Link web sites as appropriate

14. Simple Document Management  The final result

15. Summary and Questions  Summary  When is document management simple?  Use PS text to report qualitative comments across multiple projects  Attach document, notes or link web sites using special services  Questions Download this presentation at: www.bettisworthassociates.com

16. Copyright © 2003 Americas’ SAP Users’ Group Thank you for attending! Please remember to complete and return your evaluation form following this session. Session Code: 3808