是否可以将文档附加到Project Server 2013中的任务？ [英] Is it possible to attach documents to tasks in Project Server 2013 ?

问题描述

今天的问候！

我们推荐Project Server用于其中一个新项目，如果有任何需要，客户要求将相关文档附加到每个任务。是否可以将文档附加到Project Server 2013中的任务？

非常感谢您的帮助。提前致谢！

-Srini

解决方案

Hello Srini，

您的问题的答案是肯定的。

有几种方法可以将文档附加到企业项目的任务行项目。 但是，您应该知道这两种方法都有关于它们如何呈现的警告，并且这两种方法都不像大多数用户可能期望的
。

方法＃1： 将文档附加到Microsoft Project中的任务

• 从Microsoft Project计划中，双击您想要的任务专列项以显示
  任务信息窗口。
• Go到备注标签。
• 点击插入对象图标。
• 选择名为从文件创建：
  的单选按钮，然后单击浏览... 按钮。
• 在浏览窗口中，找到要附加的文件，然后单击
  插入。
• 接下来请务必选中标有 $ b $的复选框b显示为图标。
• 下一步我建议点击更改图标 ...但是n并将此文档的
  标签更改为附加文档的更相关名称（默认情况下不会显示您的文档名称）。 在给它起一个名字之后点击
  确定。
• 这应该会带你回到插入对象窗口。 现在您可以点击
  确定。 这将需要几秒钟，但您现在应该有一个文档现在已附加到您的任务行项目。 您可以从
  任务信息>中随意打开和关闭它。备注窗口随时可用。 您甚至可以随意编辑和保存文档，但请记住它现在是一个新副本，位于此任务中。 

方法＃2： 将文档附加到项目关联的项目站点任务列表中的任务。

• 假设您的管理员已将您的环境配置为使用项目站点并且您的项目具有项目站点并且您必须将您的预期文档驻留在所述项目站点中...
• 您现在应该看到填充了项目任务的SharePoint列表。 虽然此处无法在SharePoint中编辑任务（这是一种犯罪），但您可以在此处添加附件。
• 单击任务所需项目的名称或选择您的项目，然后在显示的功能区中点击
  查看以查看其信息。
• 您现在应该看到任务的信息页面，点击单词
  SHOW MORE，然后单词添加相关项目 。
• 这会打开选择资产窗口，该窗口允许您附加文档（如果它位于在您的项目网站中）或任何其他网站资产。 一旦您突出显示您的文档（或资产），请点击
  插入。
• 您现在应该在任务信息页面的
  相关项目字段中查看您的文档名称和图标。
• 您现在可以关闭该页面。
• 此时您可能想要添加相关项目列到您正在使用的任何视图，以指示哪些任务已附加文档。
• （此方法也可用通过
  选项标签的 ProjectDetalPages 区域

以下是您的警告：

• 两种方法都不应该如此直观。
• 两种方法附件都不可见在查看窗口的其他方法中。例如，MS Project中附加的文档在Sharepoint任务列表中不可见，反之亦然。
• 由于可见性问题，你应该决定使用哪种方法并坚持下去。 将文档附加到两个不同的位置会让人感到困惑。
• 
  TaskDetails中都没有显示任何方法文档 PWA页面。 即使名为附件的部分明确说明了"查看，添加或编辑相关信息，例如文档，问题或风险。"。 这里没有显示文件，只有问题和风险（​​真的是b $ b希望他们能解决这个问题）。

我希望这会有所帮助。 任何进一步的问题请免费询问。  如果社区有需要添加的内容，请执行此操作。

克里斯

Hi, Greetings for the day!

We are recommending Project Server for one of the new projects and Client has requirement to attach relevant documents to each task if there is any. Is it possible to attach documents to tasks in Project Server 2013 ?

Your help is greatly appreciated. Thanks in advance !

-Srini

解决方案

Hello Srini,

The answer to your question is yes.

There are a couple methods available to attach a document to a task line item of an enterprise project.  However, you should be aware that both methods have caveats regarding how they are presented, and neither method works as most users might expect.

Method #1:  Attach a document to a task from within Microsoft Project

• From within your Microsoft Project schedule, double click on your intended task line item to bring up the Task Information window.
• Go to the Notes tab.
• Click on the Insert Object icon.
• Select the radio button called Create from file: and then click the Browse… button.
• From within the Browse window, locate the file you desire to attach and then click Insert.
• Next be sure to select the check box labeled Display As Icon.
• Next I would recommend clicking the Change Icon… button and changing the Label of this document to a more relevant name of the attached document (your document name by default IS NOT displayed).  Click OK after giving it a name.
• This should take you back to the Insert Object window.  Now you may click OK.  It will take a few seconds, but you should now have a document that is now attached to your task line item.  You may open and close it at will from the Task Information > Notes window at any time.  You can even edit and save the document at will, but remember that it is now a new copy which resides within this task. 

Method #2:  Attach a document to a task from within a project’s associated Project Site Task List.

• Assuming your administrator has configured your environment to use project sites AND your project has a Project Site AND you must have your intended document already residing within said Project Site…
• From within your Project Site associated with your desired project, click on the Tasks link on the left hand navigation (If your navigation links are modified, you can always find Tasks by going to Site Contents,)
• You should now see a SharePoint list populated with your project's tasks.  Although tasks cannot be edited here in SharePoint (which is a crime) you can add your attachment here.
• Click on the Task Name of the desired item or select your item and click View in the exposed ribbon to view it’s information.
• You should now see the information page of the task, Click on the words SHOW MORE, then the words ADD RELATED ITEM.
• This brings up the Select an Asset window which will allow you to attach your document (if it resides in your Project Site) or any other site asset.  Once you’ve highlighted your document (or asset) click Insert.
• You should now see your document’s name and icon n the Related Items field of the task information page.
• You may now Close that page.
• At this point you might want to add the Related Items column to whatever view you are using in order to indicate which tasks have documents attached.
• (This method is also available through the ProjectDetalPages area of PWA via the Options tab)

Here are your caveats:

• Neither method is as intuitive as it should be.
• Neither methods attachment’s are visible in the other methods viewing windows. For example, the document attached within MS Project is not visible in the Sharepoint task list, and visa-versa.
• Because of the visibility issue, you should decide which method to use and stick with it.  It can become confusing to have documents attached in two different places.
• Neither methods document’s are visible in the TaskDetails page of PWA.  Even though the section called Attachments specifically says "View, add or edit related information such as documents, issues, or risks.".  Documents do not display here, only issues and risks (really wish they’d fix that).

I hope this helps.  Any further questions please fee free to ask.  If the community has something to add, please do so.

Chris

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