Uploading Documents

To share documents with other team members, upload the documents into your project in PPM. Once uploaded, the documents are available to any team members with the appropriate permissions.

You can also make changes to an uploaded document and upload a revised version to your project so your team members can see your changes. When you upload an existing document using the Upload New Version option, PPM automatically saves the document as a new version. This makes it easy for you and other team members to manage documents, including comparing different versions, or deleting older versions.

The uploaded document is assigned a version number as a separate field. This version number distinguishes the document from previous versions of the document.

You can only upload files with file types allowed by your enterprise's whitelist or blacklist. The default whitelist of approved file types is is CSV, DOC, DOCX, DOT, DOTX, GIF, HTM, HTML, JPE, JPEG, JPG, MPP, MPX, MSG, PDF, PNG, PPT, PPTX, TIF, TXT, XLS, XLSX, TIFF, XML, and ZIP. The default blacklist of disallowed file types is BAT, BIN, COM, DLL, EXE, JAR, VBS, and WAR. Your enterprise may have a custom whitelist/blacklist. For more information about your enterprise's whitelist/blacklist, please contact your Changepoint PPM administrator.

To upload a document:

Open the Documents application.
Note: You can also upload a document from the workspace-level Documents application.
Click the Actions icon next to the document you want to upload a new version, then click Upload New Version.
Click Browse and navigate to the document on your local computer. You can upload documents up to 150 MB in size.
The path and document name are added to the Document box.
If you are uploading a compressed ZIP file containing multiple documents and want the separate documents to appear in PPM, select Unzip all uploaded ZIP archives into individual files.
Type a description of the document in the Description box.
From the Destination Folder list, select a folder in which to store the document.
If no special folders have been set up, the default folder is Documents.
From the Status list, select Draft or a Final to indicate the document version.
To submit the document to other team members for approval, select Submit for Approval.
In the Permissions & Notifications section, select the team members who will be able to view the document. Also select the team members you want notified about the updated document. To add additional members to the list, click Browse Member Directory to get a list of enterprise users. For details about using the directory to select team members, see Using the User Selector.
To include a custom notification message, select Type Custom Notification Message and type the message in the Notification Message box.
If workflow notifications have been set up by the project manager or administrator, the Document Workflow and Notifications section is visible. To receive a notification when the document is changed, select Notify Me.

For more information about workflow, see Workflow Administration.
The next step depends on whether or not you are submitting the document for approval:
If you are submitting the document for approval, click Continue.
The Submit for Approval screen displays. For details on selecting approvers, see Submitting an Item for Approval.
If you are not submitting the document for approval, click Save to upload the document(s) and save them in PPM.