View and upload documents to Project Server

Before you add a document to a document library (document library: A folder in which a collection of files is shared and the files often use the same template. Each file in a library is associated with user-defined information that is displayed in the content listing for that library.), you must be connected to Microsoft Office Project Server 2007 and a workspace site needs to be created for your project. Typically, a workspace site for your project is automatically created when you first publish a project, but if this hasn't happened, ask your server administrator (administrator: Sets up and manages user accounts, assigns permissions, and helps users with network or server access issues. This person can also manage and customize various elements in Project Professional and in Project Server.) about creating a workspace site for your project. Some workspace sites may need to be manually created by an administrator.

  1. On the Collaborate menu, click Documents. The All Site Content page opens, displaying a list of document libraries for the selected project.

By default, all projects have a document library called Project Documents. If you can't locate it, it may have been renamed or deleted.

 Tip   To create a new document library, click Create, and then on the Create page, click Document Library.

  1. To add documents to the document library, click Project Documents and then do one of the following on the Project Documents page:
    • Create a new document    

 Note   To create a new document, you must have the 2007 Microsoft Office system installed.

  1. On the New menuPull-down menu, click New Document. By default, you create new documents in Microsoft Office Word 2007.
  2. Edit and save the document in the directory indicated in the Save As dialog box. If you save the document to a different folder, it won't be included in the document library until you upload the document later.

When you save a document for the first time, you may be asked to provide additional information, such as the document owner's name and the status of the document, to help others work with the document.

  • Upload an existing document    
    1. On the Upload menu Upload document, click Upload Document.
    2. On the Upload Document page, click Browse to find the file that you want to add, select the file, and then click Open.

 Tip   To replace an existing file with a revised file, select the Overwrite existing files check box on the Upload Document page.

The document will be added to the document library, and you will return to the Project Documents page.

  • Upload multiple documents    
    1. On the Upload menu Pull-down menu, click Upload Multiple Files.
    2. On the next page, select the documents that you want to upload, and then click OK.

 Tip   To replace an existing file with a revised file, select the Overwrite existing files check box on the Upload Document page.

The documents will be added to the document library, and you will return to the Project Documents page.

 
 
Applies to:
Project 2007