Attaching Documentation and Guidelines

This section discusses how to attach planning documentation and guidelines.

Page Used to Attach Documentation and Guidelines

Page Name	Definition Name	Navigation	Usage
Documentation and Guidelines	BP_FILE_ATTACH_PNL	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Define Parameters, then select Documentation and Guidelines	Define and upload guidelines, policies, and other planning documentation for all planning and budgeting users to access.

Documentation and Guidelines Page

Use the Documentation and Guidelines page (BP_FILE_ATTACH_PNL) to define and upload guidelines, policies, and other planning documentation for all planning and budgeting users to access.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Define Parameters, then select Documentation and Guidelines

Attach

Click to locate, select, and upload a file in any format.

File Name

Displays the name of the attached file that you can click to view the attachment.

Delete

Click to remove the attachment and make it unavailable to users.

Note: To attach files, set up file transfer protocol using the URL Maintenance page.