Creating collaboration workspaces for Case projects
Apart from giving you better tracking of time and materials, billing projects created from Cases provide the ability to create Collaboration workspaces within SharePoint that you can use to store files that could be accessed internally, and also accessed externally for collaboration with customers and vendors.
In this recipe, we will show you how to do this directly from the project form.
How to do it...
To create a new Collaboration workspace from a project, follow these steps:
Open up the billing project that is associated with your Case.
From the Project tab on the ribbon bar, click on the Collaboration workspace button in the Set up group, and select the Create collaboration workspace item:
Give your workspace a title, and click on the OK button to create the workspace:
How it works...
If you now look at the bottom of the Project form, and open up the Collaboration workspace tab, you will see that the Internal URL and External URL fields...
