Documents (v10.xx)

All document management features are available in project templates, though their usage differs slightly. Any kind of document can be created in a project template, including standard Cerri Project documents, and other documents either derived from a template or 'Generic' documents associated with a 'Type.' The key point to remember when handling documents in 'Project Templates' is to use 'generic' resources rather than 'named' ones. This applies to the following cases:

For documents of all types:

Document properties [Distribution]. Document properties [Reply request].
Document properties [Security] : it is recommended to set the document ‘Author’ to the ‘Project Leader’ generic resource;

Risks: Assign mitigation plan tasks to generic resources.

Cost: Select the ‘Requester’ from among the generic resources.

To Do: Select the ‘Assigned to’ resource from among the generic resources.

Task: When created manually (i.e. not via plan synchronization), assign the task to generic resources. Deliverable: When created manually (i.e. not via plan synchronization), select the ‘Responsible’ and the ‘Approvers’ from among the generic resources.