Attachments tab

The Attachments tab is available in:

  • The Administration workspace, if attachments are managed at the Project level.

  • The Portfolio Work management workspace, if attachments are managed at the Portfolio level.

  • The Work Package Work management workspace, if attachments are managed at the Work Package level.

The Attachments spreadsheet allows the user to attach information to the project, the portfolio folder, or the work package in the form of URL links. Attachments can be of any type (i.e., spreadsheets, documents, images, etc.) and are not saved in the Sciforma database.

The following attributes are available for viewing and editing: Name, Parent Object, Type, Created Date (by default, it will be Today’s date), Initiator (the user who created the attachment), URL, and Description.

In the toolbar available above the spreadsheet, the following commands are available:

NewProject

New

Creates a new row in the spreadsheet in order to add a new attachment. Once the row is added, the user can fulfill the relevant information directly in the spreadsheet.

MoveGrey

Move

Allows the user to link the selected Attachment(s) to another Parent Object (Portfolio Folder, Project, or Work Package). This option is only available if at least one Attachment is selected (i.e., the corresponding checkbox is ticked).

DeleteRed

Delete

Allows the user to delete the selected attachment(s). This option is only available if at least one Attachment is selected (i.e., the corresponding checkbox is ticked).