NAVIGATION

From Project Home LHS menu, click My Files.

 

My Files

Each BPIMS user has their own file area to create, add and manipulate files.  It is a list of all files that have been added by you but have not been put on the Project File.

When there are 10 or more items to select from a list, the 'Filter by' box will display.  'How to use Filter By'

 

  1. Click next to document in list.

  2. Click one of the following buttons Open; Properties; Add; Proforma; Replace; Move or Delete to:
     

    Open - opens the selected document using the standard file open dialogue.

    Properties -  displays general document information including all document action items, who the document has been viewed by, all the related documents with the ability to add and/or remove related documents, displays keywords with the ability to add and/or remove keywords.

    Add - adds a new document to 'My Files' from your PC.

    Replace - replaces a document with another document from your PC whilst retaining document filename, author, keywords & description.

    Move - moves a document from 'My Files' list to 'Project File' list and creates a state record.

    Delete - deletes a document from 'My Files' list.

 

Navigation Buttons & Screen Items

Business Rules