Documents

Modified on Tue, 29 Sep 2020 at 08:51 PM

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.