To create a new link in the Links list:
- In the Links tab, click New. The Link dialog box is displayed.
- Enter link information as required in the following fields of the Link dialog box:
- Name: Enter a name for the new link. If you use the Upload, Documents, or Browse button (described below), then the selected name is automatically entered into the field.
- Link: Enter the URL, or web address, of the new link. You can enter the URL of a web site or a location within the system. The text entered in this field will be displayed as Obtaining a Primavera Portfolio Management Link. Use the Upload, Documents, or Browse button (described below) to help you link to uploaded documents in the system, or external documents in the network.
- Upload Button: Click to upload a new document to the PPM server and link to it. The Upload Document dialog box is displayed. A link is placed in the Links list when the upload is complete. For more information, refer to Uploading Documents in Working with Documents.
- Documents Button: Click to link to a document on the PPM server. The Documents dialog box appears. A list of uploaded documents appears in the Documents dialog box for the item/portfolio displayed in the Documents of field. Select a document from the list and click OK. The document's name and link are automatically entered in the Link dialog box.
Note: If you want to link to a document that is stored under a different item/portfolio, open the Documents of drop-down list and select a different item/portfolio.
- Browse Button: Click to browse to a document in the network. The Choose File dialog box is displayed. Select a document and click Open. The document's name and link are entered in the Link dialog box.
Note: Do not link to a document located on a local computer.
- Owner: From the drop-down list, select the user responsible for the link.
- Description: Enter a brief description of the link. You can include hypertext in the description.
- Click OK. The new link is added to the Links list.