Add Project Schedule Documents - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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English (United States)
Product
EcoSys
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Help
EcoSys Standard Version
3.01

This procedure allows you to upload the cost object related documents and add its related hyperlinks.

  1. In the Project Scheduler panel, select the cost object row for which you want to attach the documents.

  2. In the Project Schedule 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.

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

  4. Type in the required Description.

  5. Click SAVE.

  6. 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.

  7. 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.