Documents

Edited

User roles: ✔ Project Access


The Document file includes the details of all the documents that have been uploaded to the project to support its execution. 

Note that the file does not roll up the documents from the sub-projects.



Field Description

Column & Title

Description

A. Activity

The project name.

B. ActivityId

Fluid project unique ID.

C. ActivityRef

The project external reference.

D. ExternalReference

The project external reference.

E. Title

The display title of the document or link.

F. FileNameOrLink

The file name or url.

G. DocumentType

The document type (as set up in Fluid).

H. Status

The document status.

I. Created

The date the impact was created on.

J. CreatedBy

The name of the user who created the impact.

K. CreatedById

The Fluid ID of the user who created the impact.

L. CreatedByRef

The username of the user who created the impact.

M. Modified

The date the impact was last updated.

N. ModifiedBy

The name of the user who last updated the impact.

O. ModifiedById

The Fluid ID of the user who last updated the impact.

P. ModifiedByRef

The username of the user who last updated the impact.

Q. Portfolio

The project portfolio.<

R. SubPortfolio

The project sub-portfolio.

S. Description

The project description.

T.  Requirements

The project requirements.

U. ProposedSolution

The project proposed solution.

V.  BenefitsOfSolution

N/A

W. BusinessDriver

The project business driver.

X. Framework

N/A

Y. CostCenter

The project cost centre.

Z. ActivityStatus

The project status.

AA. StartDate

The project start date.

AB. EndDate

The project end date.

AC. ActivityType

The project type.<

AD. PrimaryPM

The primary manager responsible for the project.

AE. PrimaryPMId

The primary manager username.

AF. Owner

The owner of the project.

AG. OwnerId

The owner username.

AH. BusinessOwner

The project business owner.

AI. BusinessOwnerId

The username of the project business owner. 

AJ. Tier

The project tier.


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