Saving the Project Documents
When an email is received about a new project, it will contain the needed information to set up a Maven link project.
For example, it may contain the Professional Services Engagement Overview (PSEO), which is the scope of the project, and the UKG Ready Sales to Service Handover Excel spreadsheet (S2S), containing the background information on the project.
Use this email to set up the project:
Save the documents in a safe location and copy the name of the project.