This chapter describes how to attach and manage documents for projects and tasks.
This chapter covers the following topics:
Oracle Projects enables you to attach, store, and associate documents with a project on which you are a team member. To attach documents, you must have authority to access the corresponding project, task, or function. If you have access to a project, task, or function, then you automatically have access to all attached documents. A document can be in the form of a file, URL, , or a plain text box.
You can attach documents to:
Agreements
Budget and forecast versions
Change documents
Draft invoices
Expenditures
Issues
Project assets
Project funding
Projects
Resource requirements
Status reports
Summary of funding
Tasks
You can attach the following types of documents:
Files: A file is a computer file of any type such as a word processing file, text file, spreadsheet, or an image.
URLs: A URL is a Web page address such as http:\\www.oracle.com.
Text: You can also enter comments in a plain text format. For example, you can add a text note to a project explaining why a project was placed on hold until further notice.
This section describes the process of attaching documents, editing documents that are already attached to a project, task, or function, using attachment categories, and working with document repositories. For additional information on working with attachments, see: Oracle Applications User's Guide.
This section describes how to attach different types of documents.
You can upload multiple documents to make them available for other users working on a project. You can also upload an update for an existing document.
When you attach a file, you browse your desktop to locate the file you want to attach. Once the file has been selected, you can select an attachment category. Attachment categories enable you to classify attachments. You can optionally rename the file to make it more descriptive for other team members. When you update an existing document, you can decide whether to overwrite the file if it already exists.
You can attach a URL to a project, task, or other function. When attaching a URL, you enter a name and description for the URL. You can then select an attachment category and enter the full URL.
You can enter plain text to add notation to a project, task, or function. You can attach a text box by giving the attachment a name and entering a description, if required. You can select an attachment category and enter the text that you want to attach.
Attachment categories enable you to define the types of documents that can be attached to a project, task, or function. You can define attachment categories based on the common characteristics that a class of documents can have, and to improve search results and enforce business processes. For example, you can define an attachment category called Mechanical Specifications for documents that are related to mechanical specifications.
To define attachment categories, you must have the Application Developer responsibility. For information on defining attachment categories, refer to the Oracle Applications Developer's Guide.
Oracle Projects enables you to upload files to a document repository such as Oracle Files. For example, integrating Oracle Projects Document Management with Oracle Files enables you to attach both files and folders, and work spaces. You can also upload a file from your desktop to Oracle Files before you attach the file to a project, task, or function.
Before you can attach files and folders to a project, task, or function using the appropriate attachment category, you must define the document repository for the E-business Suite. This enables integration with the defined document repository. For information on defining and integrating with document repositories, see Setting Up Content Management Repositories, Oracle Product Lifecycle Management Implementation Guide.