Creating design documents

A design document can be a collection of documents that covers all aspects of product design. It can include essential implementation details and design decisions your team and stakeholders agreed on. 

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

To create and edit a design 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 Design from the dropdown.
   Index	Enter the position number at which you want to place the document. This field helps maintain the indexing of documents.
   Summary	Enter a summary to describe the objective of the Document.
   Visible in Portfolio	Select from: Yes or No. If selected Yes, the document will be listed on the related tab of the portfolio.

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

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

   Field	Description
   Design Description	Enter details of the Design Document based on its purpose.
   Attachments	Click to add an attachment. For example, you can associate videos for more information on documents.

8. Click Save. Once required information based on document type is added it goes into Defined status.