In impact you can upload any documents and assign them to specific measures. Typical documents can be e.g. potential calculations, (purchase) contracts or offers.
If you want to upload several documents for measures, it is advisable to first create corresponding document folders.
You have two options for creating a new document folder:
- Via the "Process" tab:
- First, select the relevant measure in the program tree.
- Click on the "Process" tab, then go to the Degree of Implementation (e.g. DoI 1, DoI 4 or DoI 5) and click on the term "Documents". You will be redirected to the tab "Documents". In this window, select "Document Folder" via the "+" symbol in the left drop-down menu. impact inserts a new document folder.
- Assign a name to the document folder ("Name" column).
- You can mark the row with the document folder and upload a document and analogously via the "+" symbol.
- Via the "Documents" tab:
- First, select the relevant measure in the program tree.
- Click on the "Documents" tab. Then proceed in the same way as described above for no. 1.
Note:
Creation of document folders and uploading of documents should always be done at the measure level. impact nevertheless allows you to do this at all other program tree levels as well.
Example: Creating document/folder structure