To create a new link:
- In the Links List, click New. The Link dialog box is displayed.
- Enter properties in the following fields:
- 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 PPM system. The text entered in this field will be displayed as hypertext. For information on how to obtain a link, refer to Obtaining a Primavera Portfolio Management Link in Working with Management Workbooks.Use the Upload, Documents, or Browse button (described below) to link uploaded documents in the system, or external documents in the network.
- Upload Button: Click to upload a new document to the server and link to it. The Upload Document dialog box appears. 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, listing the uploaded documents. Select a document from the list and click OK. The document's name and link are entered in the Link dialog box.
- 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.
- Owner: From the drop-down list, select the user responsible for the link.
- Description: Enter a description of the link. You can include hypertext in the description.
- Click OK. The new link is added to the Links list.