New User Experience: Upload and Tag Project Documents

Project teams can share project documents in the cappm ppmnew. Project documents are critical for effective team collaboration and compliance audits. You can upload and download policies, procedures, drafts, requirements, contracts, and other project artifacts. Users can upload up to five files with a maximum size of 20 MB each.
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Project teams can share project documents in the
CA PPM
 
New User Experience
. Project documents are critical for effective team collaboration and compliance audits. You can upload and download policies, procedures, drafts, requirements, contracts, and other project artifacts. Users can upload up to five files with a maximum size of 20 MB each.
By default, project managers and team members can view, edit, upload, download, delete, and add tags for all documents associated with their project. Access to specific documents varies.
  • Nonteam members with the
    Project Edit
    access right can view and edit all documents. 
  • Nonteam members with the
    Project View
    access rights can view and download documents.
As an administrator, you determine project document settings. For example, set the Authorized File Extensions field to limit acceptable file types. See Configure General System Settings.
Upload Documents
You can select a single or multiple files to upload documents.
Follow these steps:
  1. Open the Project and click the 
    Documents
    tab.
  2. Click
    Upload 
    and select one or more files to upload from your computer or a server.
    The files are added to the project.
  3. If you upload another file with the same name as an existing document, select
    Overwrite
    or
    Create Copy
    . Overwrite replaces an existing file. Creating a copy uploads a duplicate of the file and appends a sequential number at the end of the name. For example, the file names appear as
    file.doc
    ,
    file(1).doc
    , and
    file(2).doc
    .
    Versioning is not supported in the New User Experience. If document versioning is required for your environment, use Classic
    CA PPM
    .
The following illustration shows how to upload documents:
The following illustration shows how to upload documents.
Apply Tags to a Document
Apply tags to each uploaded document. You can add a maximum of 30 characters to a tag. The application suggests one or more matching tags from the existing list of tags for the current project.
: Your current browser window might not be able to show all tags. To view all tags, click the
Show/Edit Tags
icon or adjust your browser zoom or width.
The following illustration shows how to apply tags to a document:
Illustration shows how to apply tags to a document.
Sort Your Documents
Sort your documents so you can find them easily. You can sort your list of documents in the following four ways:
  • Name:
     Orders files alphabetically by filename
  • Owner:
     Orders files alphabetically by owner name
  • Modified:
     Orders files by the last time anyone changed a file
  • Size:
     Orders files by filesize
Follow these steps:
  1. Open the Project and click the
    Documents
    tab.
  2. Click the column that you want to sort.
  3. To reverse the order, click the up chevron or down chevron icon.
By default, the sorting is set to
Modified
and displays the recently added files.
Find Project Documents
You can find documents by searching for the document name or the associated tags. You can also sort, rename, add tags, and delete the documents in the search results. 
Follow these steps:
  1. Open the Project and click the
    Documents
    tab.
  2. In the search box, type the document name or its associated tag.
  3. Click the search icon or press
    Enter
    on your keyboard.
    You can download the document, rename it, or even delete the document.
Clicking the cancel icon on the search box resets the folder location to the root folder.
Create Folder
Create a folder structure for your team's work to ensure you and your team have easy access to important folders and documents. Folders can stand alone and can contain documents, or a folder can serve as a top-level folder that contains subfolders. Both top-level folders and subfolders can contain documents. You can create subfolders for a top-level folder, and subfolders for a subfolder.
Follow these steps:
  1. Open the Project and click the
    Documents
    tab.
  2. Click the
    New Folder
     to create a new folder.
  3. Use the
    Show Folders
    pane or the breadcrumbs to view all folders and navigate through the folder directory.
Delete a File or Folder
Deleting a document permanently removes the file. You cannot recover or restore your files from trash.
Follow these steps:
  1. Open the Project and click the
    Documents
    tab.
  2. Navigate to the appropriate folder.
  3. Next to the file or folder you want to delete, click the more options icon, and click
    Delete
    .