Update Estimate Documents - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

PPMProduct
EcoSys
PPMCategory_custom
Help
Version_EcoSysStand
3.01

This procedure allows you to upload the estimate project related documents and add its related hyperlinks.

  1. In the Project Details panel, click the Documents tab.

    • To view the existing attached documents, click the Attachment hyperlink.

    • To view the existing document URL, click the URL hyperlink.

  2. Click the Insert Row icon to add a new row.

  3. Type in the required Description.

  4. Click SAVE.

  5. Attach the required document files. Follow the procedure below to attach the required document files.

    1. Click the Attachment icon.

    2. Click UPLOAD and then click Choose File to select a file to upload.

    3. Type the description of the document in the Document Description.

  6. Add the required hyperlink.

    1. Type the required URL in the Comment or URL column.

    2. Click SAVE. The URL typed in Comment or URL column gets auto-populated as a hyperlink in the URL column.

      Click the Delete Row(s) icon to delete the selected row.