Using the Project Briefcase

Introduction

The project briefcase is the central repository for project documents. You can access all documents in the Team Dynamix Briefcase by clicking on the Briefcase tab. The Briefcase allows you to upload and save documents. You can also notify team members that a document has been added to the briefcase. 

Estimated Time to Complete

Reviewing this guide will take no more than 5 minutes

Steps

  1. Click on Projects/Workspaces, then select your project from the left hand side. 
  2. Click on Briefcase link under the project name
  3. Click on the Add New button 
    1. When you click on it the first time, you will be prompted to add folders to your briefcase. 
    2. After a folder is created, the add new button will allow you to add files. 
    3. If a folder already exists, open the existing folder to add project documents. 
  4. Click the single or Multiple upload buttons. You can also drag and drop files to move them. 
  5. You can then select the team members you would like to notify that a document was uploaded. 
  6. Once a file is uploaded, you can edit the file in the briefcase
    1. To edit the file, you must check it out prior to editing in order to utilize the version control feature. 
    2. Double Click the document name
    3. Click Actions to view a full menu, then click check out 
    4. Once the document is selected, click download 
    5. Edit, Save, and Check in the document. 
      1. Note: Only one person can check out the document at a time, but multiple team members can upload new versions of a document. It is recommended that you use One Drive or Teams to collaborate on a document and then upload the final version to the project Briefcase. 

Conclusion

Use the project Briefcase to store project documents. We have many tools for collaboration, but this should be the repository for all final project documents. Please consult your Project Manager if you have questions about what should be uploaded into the Briefcase.

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