Sharepoint and Contract Management
(Doc ID 985063.1)
Last updated on JANUARY 15, 2019
Applies to:
Primavera Contract Management - Version 13.0 and laterInformation 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? |
| 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 |