Define briefing procedures with reference to certain project types. When a new project is assigned a project type, the briefing criteria configured for this project type in this dialog are automatically applied to this project in Project/Briefing/Definition.
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Note: Changes made in this dialog will not affect any already existing projects. Default briefing is aimed specifically at newly created projects. |
1)Search: Search for criteria from the criteria structure.
2)Criteria selection: Navigate through the criteria structure and use double-click to assign criteria to the selected project type (3). You can find more information about the criteria structure in the article Administration → General → Products → Criteria structure.
3)Project type: Select the project type to assign criteria. Project types can be defined via Administration → General → Project → Project type / group.
4)Right-click context menu:
Delete: Remove criterion from the list of assigned criteria.
Move up: Move the criterion one place up the list.
Move down: Move the criterion one place down the list.
5)Public: The documents assigned to the criterion will be classified as public.
Mandatory document: It is required to associate a document to the criterion.
OK: Confirm changes.
Close: Close the dialog.