Table of Contents

Project Documents

Overview

This functionality enables projects to manage documents without requiring a Microsoft Teams team or Microsoft 365 Group. This is particularly useful for migrated or legacy projects.

When the Documents Tab Appears

The Documents tab is visible when either of the following conditions is met:

  • The project is connected to a Microsoft 365 Group, or
  • The project has a configured Documents Location, being a SharePoint folder or library

If neither condition applies, the Documents tab is hidden.

Note: Due to a limitation of the Microsoft Teams Desktop App, Project Documents cannot be viewed in the Altus app when accessed via the Teams Desktop App.

Data Model

Entity

  • Table: sensei_project
  • Field: sensei_documentslocation
  • Type: Text (URL)
  • Default visibility: Not shown on Project forms

Scenarios

1. Microsoft 365 Group Only

When a project is added to a Microsoft 365 Group, documents are sourced from the Group’s document library. This reflects the original behaviour.

  • Open in SharePoint opens the Group document library
  • Upload ribbon buttons upload directly to the Group library

Typical use case: Standard document storage. Existing behaviour.

2. Documents Location Only

When the Documents Location URL is configured to a SharePoint folder or library, documents are sourced from that specified location.

  • Uploaded files are saved directly to this location
  • Open in SharePoint opens the configured URL

Typical use case: Migrated Project Online projects.

3. Microsoft 365 Group + Documents Location

When both a Group and a Documents Location are configured, two top-level folders are displayed:

  • Group Documents
  • Project Documents (Documents Location)

At this top level, ribbon buttons are disabled to prevent confusion. This includes Open in SharePoint and Upload.

Selecting a folder behaves as follows:

  • Clicking Group Documents displays files stored in the Group library
  • Clicking Project Documents displays files stored in the configured URL location

Within either folder:

  • Ribbon buttons are enabled
  • Files upload to the currently viewed location
  • Open in SharePoint opens the current location

Summary

This feature ensures:

  • Legacy and migrated projects operate seamlessly
  • Teams-based projects continue to function as expected
  • Users can access all relevant project documents from a single interface
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