Linking a Document to a Project - 30b

Purpose: Use this document as a reference for adding important reference documents to a project in ctcLink.

Audience: College staff responsible for creating and managing projects.

Navigation: Main Menu > Project Costing > Project Definitions > General Information

Linking a Document to a Project

  1. On the General Information page, enter search criteria on the Find an Existing Value tab to locate the project.
    1. If it did not default, enter or select the business unit in the Business Unit field.
    2. Enter the project ID in the Project field.
    3. Click the Search button.
Find an Existing Value tab
  1. Click the Attachments tab.
General Information tab
  1. Click the Add button within the Document Attachments section to add documents related to the project.

Note: Documents may only be added one at a time.

Attachements tab
  1. On the File Attachment window, click the Browse button.
File Attachement
  1. Use the Choose File to Upload window to locate your file:
    1. Navigate to the location on your computer of the file you want to attach and click on the file to populate the File name field.
    2. Click the Open button.
Choose File to Upload page
  1. Click the Upload button.
File Attachement
  1. Click the Save button.

Note: While large files may be loaded, it’s recommended to load smaller files and save before attempting to load a large file (10MB+) as it may take some time to upload.

Attachements tab

Note: After adding one or more documents, if they should need to be deleted, use the Delete button; or you can view using the View button.


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