PPM makes it possible for you to work with and share documents. You can upload documents related to an item or portfolio to the PPM server, and then securely share the documents throughout your organization.
On the server, all documents that are related to an item or a portfolio are stored in a central location. Each item or portfolio has its own storage area for documents. You can upload Microsoft Word files, Excel spreadsheets, reports, illustrations, or any other document types you want to use in conjunction with the item or portfolio you are managing.
Documents uploaded to the server are protected by PPM security. The documents can be opened by any user who has appropriate security permissions.
Once a document has been uploaded to the server, it can be accessed using a URL (web link). You can use a document's link any place that supports links within the system (text fields, annotations, link lists, deliverables, etc.). This capability allows organizations to overcome existing network/firewall limitations that prevent dispersed users and departments from sharing documents.
PPM provides a Links list in the Forms module which can be added anywhere in a form to allow users to link to:
- Uploaded documents in the item's documents central location. In Links and document lists, the document names are preceded by
. - Documents on the network. In a Links list, the document names are preceded by
. - Web sites. In a Links list, the document names are preceded by .
In the Workbook, you can link to documents from the Deliverables or Links tab. For more information about links, refer to Working with Deliverables and Working with Links in Working with Management Workbooks, and Inserting a Links List in Working with Tabs.