How to add documents to a planned activity in InLoox PM 7

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You can add the related project documents to the planning elements. So, these documents are available for all users. The procedure of adding a document is the same for an activity, a milestone and summary activity - all features are in the dialog box New or Edit of each planning element.

  1. Open the New / Edit dialog box of a planning element to add a document. Choose one of the following options to open this dialog box:
    • On the Edit tab, in the Edit group,click New Activity / New Milestone or Edit.
    • Right-click on the Planning area and click New Activity / New Milestone or Edit in the context menu.
    • Double-click a planning element.

  2. Click the Documents tab. Choose one of the following options:
    • Add new document:
      1. Click Add.

        For more information on how to add a document, see Create and edit a document.

      2. Click OK.
        Now, the added document is displayed in the project plan with a paper clip . Click this symbol to open the document. This document is also saved on the Documents page.
    • Add a previously saved document from the Document page:
      1. Click the Arrow next to the Add button.
      2. In the drop-down list, select Link.
      3. On the Select Entry dialog box, choose a document and click OK.
    • Open a document:
      1. In the Documents area, choose a document from the list
      2. Click Open or double-click the item.
    • Remove a document:
      1. Choose a document from the list on the Documents page that you want to remove.
      2. Click Delete.

You can link files with the InLoox PM project plan on your local computer or on a server. If you are a team member, specify the server path for the link to give access to all team members. For more information, see the category Documents.