Creating concept documents

This topic guides you on how to submit and edit concept documents.

To create and edit a concept document

1. Log in Portfolio Management application.
2. Open the Task or Requirement where you want to create the new document.
3. Go to the Related tab and click New.

4. On the Create Document page, enter the values for the following fields: 

   Field	Description
   Document Type	Select Concept.
   Index	This field allows maintaining the indexing of documents.
   Summary	Enter a Summary of the Document which will describe the objective.
   Visible in Portfolio	Values: Yes, No. If 'Yes', the document is listed on the related tab of the portfolio.

5. Click Create.
6. The new document is created in Draft status.
7. For adding the details of the document, click on Summary from the list.

8. On Specify Document page details, add the data required in the corresponding fields: 

   Field	Description
   Concept Description	Enter details of the Concept Document based on its purpose.
   Attachments	Can associate attachments, and videos for more information on documents.

9. Click on the Save action button to save the changes. Once required information based on document type is added it goes into Defined status.