Background documentationAttaching Documents and Linking to References (Activity)

 

Project Issue and Change Management allows you to document activities by:

  • Attaching local files relevant to the issue or change request

  • Linking to relevant URLs

  • Linking to related reference objects

Note Note

  • You can only add reference objects to proposed activities. The relevant reference objects must be defined in the Customizing activity Define Activity Templates.

  • You cannot link documents from Document Management System (DMS) to an activity.

End of the note.

Example Example

As a project manager, you can create a change request and break up the tasks into activities like getting quotes and creating a cost plan. For the activity related to creating the cost plan, you can attach documents that are relevant for processing the activity.

End of the example.

Prerequisites

You have made the following settings under Customizing for Project Issue and Change Management:

  • Attachments

    Start of the navigation path Basic Settings Next navigation step Define Document Types and Document Schemas End of the navigation path

    This Customizing allows you to define the document types that you can attach to issues and change requests.

  • Reference Object Links

    Start of the navigation path Processing of Issues, Change Requests, and Activities Next navigation step Processing of Activities End of the navigation path:

    • Define Activity Types

    • Define Activity Templates (in the Reference Objects view)

  • You have created an activity in the issue or change request.

Procedure

Attaching Local Files and Linking to URLs

  1. On the issue or change request screen, choose Activities.

  2. In the details view, choose the Attachments tab, and then select the activity for which you would like to add attachments and link to URLs.

  3. To upload local files as attachments to the activity, choose File.

  4. To add hyperlinks with http or https protocols, choose URL.

  5. Save your changes.

Linking to Reference Objects

  1. On the issue or change request screen, choose Activities.

  2. In the details view, choose the Reference Objects tab, and then select the activity for which you would like to link reference objects.

  3. To link to project subobjects, choose Start of the navigation path Object Next navigation step Project Object End of the navigation path.

    Note Note

    The Project Object menu item is only active if you have entered a project under Issue Description (issue) or Problem Description (change request).

    End of the note.

  4. Save your changes.

    Note Note

    You can select a referenced object and choose Launch to launch the object in one of the available transactions. For example, for a selected purchase order, the Launch menu gives you the option of launching the purchase order in either the display mode or the change mode.

    End of the note.