Link a File to an Object

You can link existing files to objects contained within a project instead of adding them to each object. Linking ensures the same version of a file is used everywhere that it is linked. The application enables you to associate files in the Files detail window of the object. The files are still available from the File List page at the project level.

The following objects support the Files detail window:

Activities
Funds
Logs
PBSs
Portfolio Funds
Projects
Project Funds
Risks
Scope Assignments
Scope Items
Strategies
Submittals
Tasks
Task Constraints
WBSs
Work Packages

To link a file to an object:

Navigate to a page whose object supports files.
In the table, select an object row, and then select the Files detail window.
Note: A screen reader will read the Files detail window as File Attachments.
In the Files detail window, select  Link.
In the Link File dialog box, select a file, and select  Add from Available.
You can select one or more files to link.
Select OK.

Tips

Use the projects inventory panel to add files at the project level. This enables you to link a file to one or more objects in the project, such as activities, WBSs, or risks.
To remove a linked file, select the file, select the  Context menu, and select Unlink.

Next: Add a File to the File List