You can assign an Insight XT managed item or item revision to a project when you create a new item, update an existing item, or revise an item.

1. In the Insight XT-managed environment, create and save a document.

2. In the New Document dialog box, assign the mandatory properties by clicking Assign All or by entering the values.

3. Double-click the Project ID cell.

   If the item is not assigned to any projects, the Assign Projects - Select Projects dialog box displays.

   Note:

   When an item is already assigned a project, click the Project ID cell to display the Assign Projects dialog box. Click Select Projects to display the Assign Projects - Select Projects dialog box and

4. Browse the site structure or search for a project.

5. Select one or more projects on the dialog and click Open.

   Note:

   Your project access is determined at the time you log in. If project access changes during time you are logged in, the project list will not be updated until you reestablish your session by logging off and back in again.

6. In the Assign Projects dialog box click OK to assign the projects to the item or Cancel to discard the changes.