Project Documentation

The Project Documentation wizard helps users to configure a task to generate a document which contains a set of selected reports, along with a front cover.

 

The task runs on the connected server and analyzes the connected configuration databases in order to collect configured tags. Depending on each individual system, the number of tags involved and sizes of connected databases, this operation may require additional time to complete. Due to the possible time involved, the task is able to run in the background, allowing the user to continue working while creating the report. The 'in-task' status and progress will be shown in the Task Schedule Panel on the right side of the Workbench.

 

Project Document Button in the Project Reporting Section of the ProjectWorX Ribbon in the Workbench

 

To Run the Project Documentation Wizard:

  1. Click on the Project Document button, shown below, in the Project Reporting section of the ProjectWorX ribbon in the Workbench.

Project Document Button

  1. This opens the first screen of the Project Documentation Report Wizard, as shown below. Click Next to continue.

Project Documentation

  1. The General Settings/Report Selection window, shown below, appears.

General Settings/Report Selection

 

General Settings

Select the reports for your project documentation - Place a checkmark to the left of the Report Name(s) that you would like to include in your project documentation. All reports are pre-selected by default.

 

Once you have made your settings, click Next to continue.

  1. The Active Configurations selection screen then appears. Place a checkmark to the left of the active configurations that you would like to include in your Configured Tag report. All active configurations are selected by default. Once you have made your selections, click Next to continue.

Select Active Configurations

  1. The Collected Tag Validation screen appears, as shown below.

Collected Tag Validation

 

Clicking the Validate collected tags checkbox activates the remainder of the settings, including:

When you have completed your settings, click Finish to proceed.

  1. The Project Documentation Report Wizard then proceeds to create your requested report. Reports are generated asynchronously on the server. You will see the report's status appear in the Task Panel on the right side of the Workbench, as highlighted below.

Project Documentation Task Running

 

The Task Panel allows you to perform multiple actions related to the generated reports.

  1. You can right-click on the completed project document task in the Tasks Panel for additional options, including Open, Download PDF, Show task explorer, View Log, Retry and Delete Task. [Note: The same right-click options are available when viewing the task within the Task Explorer.]

Right-Click Options for Project Documentation Task in Tasks Panel

Project Documentation Opened Within the Workbench

Downloaded PDF Opened Within Internet Explorer Using Adobe Reader

Task Explorer Containing Completed Project Documentation Task

Log of the Project Documentation Task

 

See Also:

Project Reporting

Configured Tag Reports

Runtime Use Reports

Runtime Collection

Task Panel

Project Reporting Quick Start

Creating Custom Reports