Upload Risk Related 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 risk related documents and add the required risk related hyperlinks.

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

  2. At the top of the screen, in the green parameter bar, click the Project ellipsis to select the required project.

  3. Click Refresh for screen update.

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

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

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

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

  5. Type the required Description.

  6. Click SAVE.

  7. (Optional) 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.

  8. (Optional) 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 auto-populates as a hyperlink in URL column.

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