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The table below shows each window that supports attachments and the mode in which the attachments feature can be used.
Note: If you copy a project from an existing project that has an attachment, the attachment is copied to the new project. If you copy an existing capital project, attachments to assets associated with the existing project will be copied to the new project.
Entity / Possible Uses for Attachments | Window | Mode(s) |
Projects: Attach project scope/definition document or project management plan | Projects | Update |
Project Status | Query | |
Capital Projects Workbench | Query | |
Tasks: Attach task scope/definition document or task management plan | Projects > Tasks | Update |
Project Status > Task Status | Query | |
Budget Versions: Attach document used for budget preparation | Budgets (Draft Budget) | Update |
Budget Version History | Query | |
Expenditures: Attach images of timesheets and expense report receipts | Pre-Approved Expenditure Entry > Expenditures | Update |
Project Expenditure Inquiry / Cross-Project Expenditure Inquiry > Expenditure Items | Query | |
Invoice Review > Expenditure Item Detail | Query | |
Capital Projects Workbench > Expenditure Item Detail | Query | |
Project Status > Expenditure Item Detail | Query | |
Project Assets: Attach description of the asset to be constructed | Projects > Assets | Update |
Capital Projects Workbench > Assets | Update | |
Agreements: Attach image of customer agreement or document with additional terms | Agreement | Update |
Agreement Templates | Update | |
Project Funding: Attach document on approval or description of project funding | Fund Projects | Update |
Funding History | Query | |
Draft Invoice: Attach copy of invoice or supporting document sent to customer | Draft Invoices | Update |
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