Upload Issue Documentation - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Projects Help (3.01)

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EcoSys Standard Version

This procedure allows you to upload the project issues related documents and its associated hyperlinks.

  1. Navigate to Changes > Issues.

  2. Click the Issue Register tab.

  3. Click the Issue ID hyperlink.

  4. In the Issue Details panel, click the Documents tab. The existing issue related documents appear.

    • By default, the last selected issue appears in the Issue ellipsis. To change the issue, click the Issue ellipsis in the green parameter bar and select the required issue.

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

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

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

  6. Type in the required Description.

  7. Click SAVE.

  8. (Optional) Attach a file in the Attachment column. Follow the procedure below to attach the required document files.

    1. Click the Attachment icon.

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

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

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

  9. (Optional) Add the required hyperlink. Follow the procedure below to add the hyperlink.

    1. Type the required web address of the risk document in the Comment or URL column.

    2. Click the Save button. The web address typed in the Comment or URL column auto-populates as a hyperlink in the URL column.

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