Attachments

Data source types: Planning

Documents can be attached to individual data cells by way of URLs. Each data cell can contain multiple documents attached by one or more users. Depending on the permission level assigned to you by the administrator, you may be able to do any of the following in a data cell:

Attach documents.
View the documents that you and other users have attached.
Edit and delete documents that you have attached. You cannot edit or delete documents attached by other users.

Cells that contain attachments can be associated with a cell style (see Cell Styles).

To attach documents to a data cell:

Select one data cell or a range of data cells in a Planning ad hoc grid.
From the Planning or Planning Ad Hoc ribbon, select Cell Actions and then Attachment to display the Attachments dialog box.
If you selected a range of cells in step 1, you can either attach documents to one cell at a time or attach the same document to all selected cells.
- To attach a document to one cell, select the cell from the drop-down menu.
- To attach one document to all selected cells, select Apply to all selected cells.
Select .
Click in the cell under Description to add a brief description.
Click in the cell under Reference to enter the URL to the document that you want to attach.
Repeat as necessary to add attachments.
To save your attachment selections, click .
Optional: To edit a Reference entry, click , edit the reference, and then click .
Optional: To delete an attachment, select the attachment in the list and click .
Click Close.

Launching Attachments

To launch an attached document in a new browser:

Select the cell that contains the attachment.
From the Planning or Planning Ad Hoc ribbon, select Cell Actions and then Attachment.
Click .