Attaching documents

Documents play an integral role in project management. You can use them to create artifacts by collecting and representing information. Documents can be external files that are attached to a project, WBS element, summary task, or milestone. Some examples of external files are electronic files such as text files, spreadsheets, or graphics.
To perform this task, you must have the required security permission. For more information about security permissions, see User security settings.
Project manager has access to the setting levels to attach and view the attached documents in a WBS element. Using the Documents viewlet, you can:
  1. Go to the Work Management view, in the WBS tree, select the WBS element.
  2. To attach a document to the project:
    1. Click the Attachments column in the right pane and click Browse to add a file.
    2. Click Save. The document is now attached to the WBS element and the attachment icon is displayed for the WBS element in the WBS attributes view.
  3. To view an attached document:
    1. Click on the attachment link for that element. The document is displayed in the default viewer.
      Tip: If the attachment is a graphic file, hover the cursor over the attachment link to see a preview of the graphic file.
    2. Save the document in the local drive.
Related reference
Documents viewlet

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