Uploading Documents

You can upload a document from:

• The Item/Portfolio menu in all main modules.
• The Documents dialog box.
• The Forms Links List and Links List dialog boxes.
• The Workbook Link tab and Link dialog boxes.
• Deliverables dialog boxes.

By default, the maximum size of a document you can upload is 4 MB. This value is configurable through your IIS settings. To change this value, contact Oracle Support for information.

To upload documents:

1. From the Documents dialog box, click Upload.

   OR

2. From the Primavera Portfolio Management main dialog box, click Item or Portfolio in the Menu Bar and select Upload Documents. The Upload Document dialog box appears.
3. In the Location field, enter the location of the document you want to upload.

   OR

4. Click Browse to locate the document in the network.
   • It is recommended that you do not enter the location of your local computer, since your computer may not be available to other users at all times.
   • You can also paste a link in the Location field.
5. Click the checkbox next to Place a link in the item's links list to include this document's link in this item's links list. For more information about Links lists, refer to Working with Links in Working with Management Workbooks.
6. From the Owner drop-down list, select the owner of the document.
7. In the Description field, enter a description of the document.
8. Click the Security tab to view, add, or edit security permissions for this document. If you have sensitive documents, you can set the security before it is uploaded to the Primavera Portfolio Management server. For more information about setting security, refer to Setting Permissions in Security.
9. Click OK. The item or portfolio's Documents dialog box is displayed. The uploaded document appears (highlighted) in the item's/portfolio's list of documents.