Adding an Image

In some forms, you can add an image to your project or shell. For example, you can add an image that shows progress on the project or shell information record, pictures of assets related to a specific asset record, or a photo of an employee in the Resource Manager. You can add images to attribute forms in shells, project or shells, companies, and business processes.

If the Image picker functionality has been added to your project or shell, forms with the functionality display the image name and a virtual box that will hold the uploaded image.

Note: The image name is based on the data element name provided in the design.

To add an image

  1. Open a BP form.
  2. Locate the Image section of the form from the main tab.
  3. Select Browse, to search for a file from your computer, or Document Manager, to search for a file from the Document Manager.

    Valid image file types are:

    • .jpg
    • .jpeg
    • .gif
    • .png
    • .tif

    You can change the image by replacing it with another uploaded image. Images appear on the HTML or PDF formats of printed forms. They appear in print preview as well. The Image picker can be added to all forms except for those in the Cost Manager, Generic Cost Manager, Schedule Manager, and the Document Manager.

Note: The image appears online in the system, but it is not available for printing. Also, images do not appear in UDRs or email notifications.


Last Published Monday, August 28, 2023