Add and Manage Eclipse Docs

Eclipse Docs feature provides the ability to create rich text assets natively within Eclipse PPM. Eclipse Docs can be configured at a project template or project level to be used in conjunction with the existing External Documents features (links or uploaded documents), alone or not at all.

To upload a blank document

1. At the upper-right side of the Project Home page, click Project Menu.
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   A drop-down menu is displayed.

4. Select Blank Document.
   A Document Detail page is displayed.

5. In the Name field, type the name required.
6. Click the Tags field.
   A drop-down menu is displayed.
7. Select the tag required.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your new document will be displayed under Eclipse Docs.

 

To create a basic change request

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   A drop-down menu is displayed.
4. Select Basic Change Request.
   The Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   A drop-down menu is displayed.
7. Select the tag as required.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your new Change Request will be displayed under Eclipse Docs.

 

To create a new JC test

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   A drop-down menu is displayed.

4. Select JC_Test.
   A Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   A drop-down menu is displayed.
7. Re-select the tag(s) if needed.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your new JC_Test will be displayed under Eclipse Docs.

 

To create a new eclipse document

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   A drop-down menu is displayed.

4. Select New Eclipse Document.
   A Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   A drop-down menu is displayed.
7. Select the tag(s) needed.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your New Eclipse Document will be displayed under Eclipse Docs.

 

To create a new eclipse document template

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   
   A drop-down menu is displayed.

4. Select New Eclipse Document Template.
   
   A Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   
   A drop-down menu is displayed.
7. Select the tag(s) needed.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your New Eclipse Document Template will be displayed under Eclipse Docs.

 

To create a scope change template

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   
   A drop-down menu is displayed.

4. Select Scope Change Template.
   A Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   
   A drop-down menu is displayed.
7. Re-select the tag(s) if needed.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your new Scope Change Template will be displayed under Eclipse Docs.

 

To create a standard change request

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   
   A drop-down menu is displayed.

4. Select Standard Change Request.
   A Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   
   A drop-down menu is displayed.
7. Re-select the tag(s) if needed.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your new Standard Change Request will be displayed under Eclipse Docs.

 

To create a new test doc

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   
   A drop-down menu is displayed.

4. Select Test Doc.
   A Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   
   A drop-down menu is displayed.
7. Select the tag(s) needed.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your new Test Doc will be displayed under Eclipse Docs.

 

To create a new test doc template

1. At the upper-right side of the Project Home page, click Project Menu.
   
   A drop-down menu is displayed.
2. On the displayed menu, under Views, click Documents.
   
   The Documents page is displayed.

3. Under Eclipse Docs, click New.
   
   A drop-down menu is displayed.

4. Select test doc template.
   A Document Detail page is displayed.

5. In the Name field, edit the name if needed.
6. Click the Tags field.
   
   A drop-down menu is displayed.
7. Select the tag(s) needed.
8. Click Save.

9. Click the icon to return to the Eclipse Docs page.
10. Click the Refresh icon.
    Your new Test Doc Template will be displayed under Eclipse Docs.

 

To open any eclipse doc (Change Request, JC_Test, Eclipse Document, Eclipse Document Template, Scope Change Template, Standard Change Request, Test Doc or test doc template)

1. Click the drop-down arrow next to the document required on the Eclipse Docs page.
   A drop-down menu is displayed.

2. Click Open.
   A Document Detail page is displayed.

 

To copy any eclipse doc (Change Request, JC_Test, Eclipse Document, Eclipse Document Template, Scope Change Template, Standard Change Request, Test Doc or test doc template)

1. Click the drop-down arrow next to the document required on the Eclipse Docs page.
   A drop-down menu is displayed.

2. Click Copy.
   A Document Detail page is displayed.

3. In the Name field, edit the name if needed.
4. Click the Tags field.
   A drop-down menu is displayed.
5. Re-select the tag(s) if needed.
6. Click Save.

7. Click the icon to return to the Eclipse Docs page.
8. Click the Refresh icon.
   Your new copy of the document will be displayed under Eclipse Docs.

 

To delete any eclipse doc (Change Request, JC_Test, Eclipse Document, Eclipse Document Template, Scope Change Template, Standard Change Request, Test Doc or test doc template)

1. Click the drop-down arrow next to the document required on the Eclipse Docs page.
   A drop-down menu is displayed.

2. Click Delete.
   A DELETE DOCUMENT pop-up window is displayed.

3. Click Yes to confirm deleting the document.

 

To review any eclipse doc (Change Request, JC_Test, Eclipse Document, Eclipse Document Template, Scope Change Template, Standard Change Request, Test Doc or test doc template)

1. Click the drop-down arrow next to the document required on the Eclipse Docs page.
   A drop-down menu is displayed.

2. Click Review this Eclipse Doc.
   A message is displayed at the top right corner of the page indicating that the document is in review.

 

To approve any eclipse doc (Change Request, JC_Test, Eclipse Document, Eclipse Document Template, Scope Change Template, Standard Change Request, Test Doc or test doc template)

1. Click the drop-down arrow next to the document required on the Eclipse Docs page.
   
   A drop-down menu is displayed.

2. Click Approve this Eclipse Doc.
   A message is displayed at the top right corner of the page indicating that the document is approved.

 

To archive any eclipse doc (Change Request, JC_Test, Eclipse Document, Eclipse Document Template, Scope Change Template, Standard Change Request, Test Doc or test doc template)

1. Click the drop-down arrow next to the document required on the Eclipse Docs page.
   
   A drop-down menu is displayed.

2. Click Archive this Eclipse Doc.
   A message is displayed at the top right corner of the page indicating that the document is archived.