Upload Change Related Documents - EcoSys - 3.01 - Help - Hexagon PPM

EcoSys Portfolios Help (3.01)

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English
Product
EcoSys
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EcoSys Standard Version
3.01

This procedure allows to upload the change related documents and add the required change related hyperlinks.

  1. In Portfolio Change Details panel, click the Documents tab.

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

    • 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 the required Description.

  4. Click the Save button.

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

    1. Click the Attachment field. The Attachment dialog box appears.

    2. Click the Upload button. The Upload Document dialog box appears.

    3. Click the Choose File button to select a file to upload and click the OK button. The Attachment dialog box appears.

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

    5. Click the Close button. The selected file is attached in the Documents tab.

    6. Click the Save icon.

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

    • Type the required URL in Comment or URL column.

    • Click the Save icon. The URL 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.