A Link List includes links to documents that were uploaded to the server, document on the network, and item related web sites. This capability allows organizations to overcome existing network/firewall limitations that prevent dispersed users and departments from sharing documents.
A Links List can be one of the following types:
- Item Links - Stores and displays links associated with the item or portfolio. The same content in the item's links list also appears in the Links tab of the item's Workbook. You can display an item's Link List to help user's manage and view the links associated with the item.
- Category Links - The list stores and displays links associated with an item within a specific category. For example, if you have the category Budget, there might be a Links List associated with an item in the Budget category. The Links List displays links to documents associated with item's Budget (i.e., spreadsheets). You can add to the form or dashboard a prompt for the user to link spreadsheets that are associated with the item's Budget. After defining the List type as Category Links, you should select the relevant category from the Name cell's pop-up list.
Note: Category links are not displayed in the Links tab of the item's Workbook.
If you have Edit permission on the item, you can add and remove links from the list.
The Links List contains the following columns:
- Name column: Displays the name of the link. If the document was uploaded to the PPM server, then the document name is preceded by
. If the document is located on the network or is a web site, then the document name is preceded by
.
- Link column: Displays the URL of the link.
- Size column: Displays the size of the document.
Note: The size is only displayed for uploaded document.
- Owner column: Displays the PPM user responsible for the link.
- Uploaded column: Displays the date the document was uploaded.
Note: The date is displayed only for uploaded document.
- Description area: Displays a description of the link.
- New button: Accesses the Link dialog box to add a new link to the Links list.
- Edit button: Accesses the Edit Link dialog box to edit the selected link.
- Remove button: Removes the selected link from the list.
Note: For uploaded documents, you only remove the link to the document, not the document itself.
- Upload button: Access the Upload Document dialog box to upload a new document and place its link on the Links List.