Upload Portfolio Documents - EcoSys - 4.02 - Help - Hexagon PPM

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

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

   

   • By default, the last selected portfolio appears in the Portfolio ellipsis. To change the portfolio, click the Portfolio ellipsis in the tool bar and select the required portfolio.

   • 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 SAVE..

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.

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

   6. Click the Close button.

      The selected file is attached in the Documents tab.

   7. Click SAVE.

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

   1. Type the required URL in Comment or URL.

   2. Click SAVE.

      The URL typed in Comment or URL auto-populates as a hyperlink in URL.

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