Add notes and attachments to a WBS code

To add notes to a WBS code

1 From the WBS Details window, click the Add Notes button.
2 Enter the note and click OK. The number of Notes attached to the record will display in the lower left corner of the window.
3 Click the number link to view the notes.

To attach files to a WBS Code

From the WBS Details window, click Attach and choose:

My Computer to attach the file from your local system.
Primavera Unifier Folder to attach documents from the Document Manager. The window opens, displaying the Documents files and folders. Select the files and folders to attach and click OK. (Note: Folders are not attached; the contents of selected folders are attached in a flat list. Documents with duplicate files names will not attach.)

(See also "About attaching files in Primavera Unifier")

 

 

 

 


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