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Sharepoint and Contract Management (Doc ID 985063.1)

Last updated on JANUARY 15, 2019

Applies to:

Primavera Contract Management - Version 13.0 and later
Information in this document applies to any platform.

Purpose

Questions that may arise when using Sharepoint in conjunction with Contract Management.

Questions and Answers

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In this Document
Purpose
Questions and Answers
 Configuration
 Which Knowledge document covers how to configure SharePoint with Contract Management?
 Does the Document Library have to pre-exist or does Contract Management create it?
 Can the Contract Management Document Library Template (ContractManagementListTemplate.stp) be modified?
 Must any special settings be configured when creating Document Libraries?
 Are there any specific site definitions we need to use when creating the sites that will contain the Document Libraries?
 What user permissions in SharePoint (site collection, sites, and document libraries) does Contract Management require?
 Can Contract Management user accounts be associated with SharePoint user accounts?
 How does the Contract Management interface reflect document changes made via SharePoint?
 If we reorganize sites, library locations or file locations in SharePoint, does Contract Management discover the changes via the object GUID or show errors?
 In the Contract Management Primavera Administrator utility, can the Contract Management Settings->Content Repository->Microsoft Sharepoint->Document Library URL value point to a sub directory within the Contract Management specific Sharepoint library, or does it have to point to the root of the library?
 Does the Require Check Out setting for the Contract Management specific Sharepoint document library have to be set to Yes?
 Attachments
 Does deleting a document in Contract Management delete attachments and versions in SharePoint?
 Does deleting a Project in Contract Management delete attachments and versions in SharePoint?
 Can we upload files into SharePoint and associate them with contracts in Contract Management?
 Can we open older versions of attachments in the Contract Management client?
 If a document is updated in SharePoint, will Contract Management always locate the latest?
 Versioning
 Can the Version numbering scheme be modified?
 Is it possible to restrict Version visibility?
 If a Version is incremented via SharePoint, will the new number reflect within Contract Management?
 Metadata
 Can Contract Management display any metadata for a file attachment?
 Is Contract Management document metadata stored in SharePoint? (Ex: Created By, Last Edit By, etc)
References

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