Appendix B
To create a new link:
- In the Links List, 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 hypertext. For information on how to obtain a PPM link, refer to Obtaining a Primavera Portfolio Management Link in Working with Management Workbooks. 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. 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 box appears, listing the uploaded documents dialog box. 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 dropdown 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.