Add a File in a Files Detail Window
Use the Files detail window to add relevant files that support your data. For example, you might add architectural drawings, pictures, or product specifications to activities on the Activities page.
The following objects support the Files detail window:
- Activities
- Funds
- Logs
- PBSs
- Portfolio Funds
- Projects
- Project Funds
- Risks
- Scope Assignments
- Scope Items
- Strategies
- Submittals
- Tasks
- Task Constraints
- WBSs
- Work Packages
To add a file in a Files detail window:
- Navigate to a page whose object supports files.
- In the table, select an object row, and then select the Files detail window.
Note: A screen reader will read the Files detail window as File Attachments.
- In the Files detail window, select Add.
- In the Add File dialog box, in the Select Folder section, select a folder in the project library.
- In the File field, select Browse, and then select one or more files. There is no limit to the number of files that can be stored for a given project.
- Select Upload. Individual files cannot exceed 2GB.
Tips
- Add files at the project level on the Projects page. This enables you to link a file to one or more objects in the project, such as activities, WBSs, or risks.
- Files that you add in the Files detail window can also be accessed from the project File List page.
- Built-in virus scanning functionality automatically scans your files during upload and check in. If an issue is detected with a file, you are notified and the contents of the file are deleted from the database. You can upload another version of the file that is not corrupted. You can't preview a file until virus scanning is completed and you refresh the page.
Last Published Tuesday, November 19, 2024