To access a specific form using Primavera Portfolio Management Propose, you are essentially creating the URL of that Form when selected in the New mode. The, word, prosight is replaced with the word, propose within the URL.
Complete the following steps to create a URL to access Forms using Propose:
- Sign in to Primavera Portfolio Management as an administrator.
- In the left navigation pane, select the Forms module.
- From the Form list, select the form to be used with Propose.
- Select the New link in the top, right area.
- From the Collaborate menu, select Obtain Page Address….
- In the Page Address dialog box:
- Ensure Include Item and Include Forms options are both selected.
- Select Copy to copy the URL.
For example, http://ppmsrv/prosight/Portfolios/View.htm?window=form&formName=Propose%20Form&tabName=Propose%20Tab
- Select Close.
- Paste the copied URL from the clipboard into the desired location. For example, in the HTML code of a page which should open the Propose Form.
- In the URL, replace prosight with propose.
For example, http://ppmsrv/propose/Portfolios/View.htm?window=form&formName=Propose%20Form&tabName=Propose%20Tab
The resulting URL will access the form using Propose.
Note: For testing purposes, paste the URL directly into the address bar of the browser to display the form in Primavera Portfolio Management Propose.