Codes, UDFs & Notes
Documents and Work Products Are Files, Not Notebooks
DOCUMENT / TASKDOC; work product is an assignment flag; not a notebook
What a planner means
A document is a file or work product you add to the project (drawings, specs, transmittals). Oracle: store, organize, and relate them. With a content repository, you get check-in/out and reviews; without it, you can only add, delete, and relate project documents. Private documents (repository on) are personal and not tied to a project.
You assign a document to a WBS or an activity. You can mark that assignment as a work product only after it is assigned. deliv_flag is Deliverable on the document itself. Work product is an assignment flag (TASKDOC.wp_flag), not a second table.
This is not a notebook (MEMOTYPE text), not a UDF, and not schedule logic. Linking a drawing does not move dates.
You can assign only documents created for that project.
XER
DOCUMENT (Work Products and Documents)
| Column | Oracle label |
|---|---|
doc_id | Unique ID |
doc_name | Title |
doc_short_name | Reference No. |
doc_content | Description |
author_name | Author |
doc_date | Revision Date |
version_name | Version |
deliv_flag | Deliverable |
doc_catg_id | Document Category |
doc_status_id | Status |
doc_mgmt_type | Document Management Type |
parent_doc_id | Parent Document |
private_loc / public_loc | Private / Public Location |
proj_id | Project |
TASKDOC (assignments)
| Column | Oracle label |
|---|---|
taskdoc_id | Unique ID |
doc_id | Document |
task_id | Activity |
wbs_id | WBS |
wp_flag | Work Product |
proj_id | Project |
Stored tokens for doc_mgmt_type and doc_status_id are not listed. Do not invent them. The file bytes are not in the XER; locations are paths or repository keys (cr_external_doc_key).
Microsoft Project
Desktop Project has Hyperlink (URL/path on the task) and Notes. Neither is a document register with category, version, deliverable, and WBS/activity assignment. Do not map DOCUMENT to Notes or to a single Hyperlink and call them the same object.
Don't
- Treat DOCUMENT as a notebook, UDF, or step.
- Treat
wp_flagas a document type, ordeliv_flagas an assignment. - Assume the XER contains the file. It has metadata and locations.
- Collapse many documents into one MSP Notes/Hyperlink field without saying rows were lost.