How do I attach a document to a proposal?

L

Lisa Knuth

Hi - I would like to be able to attach a business case (MS Word or
PowerPoint) to my proposals in MS Project Server so they can be viewed from
the Web Access Project Center. Is this possible?

Thanks for any assistance you can provide.

Lisa
 
J

Jim Aksel

You may get a better answer from teh Project Server Newsgroup.
In the desktop versions, I would insert the hyperlink field and link to the
document.

Another method is to double click on the task and select the notes tab. One
of the icons above the notes area allows you to insert an object, click on
that. A wizard launches that allows you to create a new document or use an
existing one. The object (Word Doc) is inserted into the notes field. If
you double click the document once inserted it wakes up Word.
--
If this post was helpful, please consider rating it.

Jim Aksel, MVP

Check out my blog for more information:
http://www.msprojectblog.com
 
L

Lisa Knuth

Thanks Jim. I was hoping to be able to attach to the proposal (before it is
converted to a project) in MS Project Server. I will check with the Project
Server Newsgroup. Thank you.

Lisa
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top