You can add a reference document to a project to the Review Cycle Documents or Approved Plan Documents folders.
To add reference documents to an existing Plan Review document:
- From the Home tab, select Plan Review. The Plan Review layout is displayed.
- Select the Plan Review project you want to add a reference document to from the Available Projects pane.
- From the Project View pane, select the Review Cycle Documents folder or Approved Plan Documents folder.
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From the Plan Review ribbon, click the Add Reference Document button.
The Add Reference Document pane is displayed.
- From the Document Types and Groups section, select a Document Type from the drop-down list.
- From the Keywords and Date Range section, enter all required Keyword Values in the available Keyword Type fields.
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Click Find. The Add Reference Document search results dialog box is displayed with the documents matching your search criteria.
- Select a document from the list of search results.
- Click OK. The document is added to the selected project folder. Once you are ready to start the review cycle for this project, see Starting a Review Cycle.