Documents may be added to project details for recording keeping or to provide supportive information when necessary. Project charters or a project narrative for example might be attached to give participants insight into the initiatives that forged the project.
Project attachments are viewable by all project members. To add restrictions, store files in the Documents module where you can edit folder permissions.
Tip
In IE 10, Firefox, Chrome, and Safari browsers, you can simply drag and drop documents from your local directory onto the Content Pane of the selected folder. Also, throughout e-Builder Enterprise, you can drag and drop files onto the Attached Documents tab using any of the aforementioned browsers.
If you're not using the drag and drop feature, there are two methods for uploading documents: single file upload and multi-file upload. The latter allows you to drag and drop multiple files from your local machine onto the Upload Documents window. With single file upload, you're able to upload one file at a time. This is the default method, but you're able to switch between the two. A link for switching between the upload methods appear in the upper-right corner of the Upload Documents window when you start the document upload procedure.
To attach documents to project details using multi-file upload
- Go to the Project Details page.
- Click the Documents tab.
- Click Attach Documents. The Attach Documents window appears.
- To attach files from your computer, click Browse For Files.... to search for and select files. In the Destination Folder field, click Browse to select a folder from the e-Builder folder structure.
- Click Attach Selected.
For instructions, see Access the Project Details Page.
—Or—
To attach files from the e-Builder Document module, click Attach files from the e-Builder Document module for the project. Click Browse For Files to search for and select file.