Add a File Annotation

Add annotations to specific sections of a file to highlight discussion areas. For example, you can add a pushpin marker and enter a comment about the file where the pushpin is placed.

Note: Users with View Only (System) permission set for files can also add an annotation to a file. They can delete the annotation if it was created by them and if it has no additional comments.

To add an annotation:

1. Navigate to the files page
   1. In the object selector, select ﱆ Project,  Portfolio,  Program, or  Idea, and then select an object from the list.
   2. From the  Main Menu, select  Files, and then select File List.
2. In the table, select the name of a file.
3. On the drawing toolbar, select the  Color Selector and choose a color for the annotation.
4. On the drawing toolbar, select one of the following drawing tools:
   1.  Pin: Use the Pin to post an annotation to a pinpointed location.
   2.  Rectangle: Use the Rectangle tool to draw a rectangle.
   3.  Ellipse: Use the Ellipse tool to draw an ellipse.
   4.  Highlight: Use the Highlighter tool to create a free-form highlight.
   5.  Polygon: Use the Polygon tool to create a free form polygon shape. You must create at least three points.
5. Enter a name.
6. Select  Save.

Tips

• Select the annotation on the file to enter comments in the annotation Discussion panel.
• When using the pin to annotate a file, click the location you want to annotate.
• When using drawing tools to annotate a file, click and drag them to surround or highlight the area you want to annotate. Drawing tools include the highlighter, the rectangle, and the ellipse.