Documentation

Overview

Documentation refers to the collection and maintenance of documents that record various aspects of a project, including its planning, execution, and completion. Effective project documentation is essential for communication, collaboration, and future reference. Here are some key types of project documentation:

Project Plan: Defines the project's objectives, deliverables, constraints, assumptions, and acceptance criteria.
Requirements Document: Details the functional features and capabilities required for the project.
Architecture: Describes the technical architecture, components, and data flow.
Change Management: Documents proposed changes to the project, including impact analysis.

Altus enables tracking documentation in Teams and Groups. This enables portfolio, program, and project managers to capture key documentation as the project progresses and share it with their teams for collaboration.

Usage in Altus

Documents can be tracked in the following places in Altus:

Views

There are two types of views for Documents in Altus:

User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
Object Views: These filter items based on which portfolio, program, or project they belong to automatically.

User Views

There are no user views out of the box.

Object Views

These show items filtered within the context of the object. For example, the project documents view below only shows documents that are linked to that project.