You can add notes or attach files to any cell in the cost sheet. Files can be uploaded from your local environment (My Computer) or from the Document Manager (Primavera Unifier Folder).
To access cell detail notes and attachments
- In the Cost Sheet window, click in any cell that displays as a link (line item entry, formula, or automatic entry from a BP). The Cell Detail window opens.
- You can add a note, view existing notes, add a file attachment, or view attached files.
To add notes to a cell
- In the Cell Detail window, click Add Notes. The Add Notes window opens.
- Type the note in the text box and click OK. Each time you add a new note, the Notes counter in the Cell Detail window updates to reflect the number of notes that exist for the cell.
To view notes attached to a cell
- If any notes have been added to the cell, the Notes link on the Cell Detail window will display the number of notes.
- Click the Notes link. The Notes List opens, displaying all of the notes that have been added. Each note displays the user who added the note, and the date and time it was added.
To modify or delete cell detail notes
Notes added to a cost sheet cell cannot be modified or deleted.
To attach files to a cell
In the Cell Detail window, click Attach and choose:
- My Computer to attach the file from your local system. The procedure is the same as for uploading files to the Document Manager. For rules on attaching files in Unifier refer to Unifier General User Guide.
- Primavera Unifier Folder to attach documents from the Document Manager. The window opens, displaying the project or shell 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 file names will not attach.
To view attached files
- If any files have been attached to the cell, the Attachments link on the Cell Detail window will display the number of attached files.
- Click the Attachments link. The Attachments window opens.
- Choose a file and click Open. The document will open in the viewer selected in your user preferences.
To delete an attached file
- In the Cell Detail window, click the Attachments link to open the Attachments window.
- Select the file to be deleted, then click the Delete button.
To download a copy of an attached file
- In the Cell Detail window, click the Attachments link to open the Attachments window.
- Select the file to be downloaded and click Download.
- Browse to a location on your local system and click OK. Click Yes to confirm.