Viewing and managing file attachments for a plan file

Overview

In a budget plan file, you can attach supporting files to help support your budgeting process. For example, you may want to attach various supporting information about the spending requests or capital projects, and have that information easily reviewable along with the plan file itself.

If you have read/write access to a plan file, then you can add and delete attachments as well as view attachments. If you have read-only access to a plan file, then you can only view existing attachments.

Managing file attachments

Using the Manage Attachments dialog, you can add, delete, and view attachments for a plan file.

• Adding a file attachment: Click Upload Attachment, and then navigate to the file that you want to add as an attachment. The file will be imported into the Axiom Budgeting and Performance Reporting database and associated with the plan file.

• Deleting a file attachment: Select the file, and then click Delete. The file is deleted from the Axiom Budgeting and Performance Reporting database and will no longer be available as an attachment.

• Renaming a file attachment: To rename a file attachment, right-click the attachment and then click Rename. The name becomes editable and you can type your changes.

• Editing the attachment description: To define or edit the description for the file attachment, select the file and then click Edit Description.

• Opening a file attachment: Select the file, and then click Open (or you can double-click the file).

If the attachment is an Excel-compatible file that opens within the Axiom Budgeting and Performance Reporting session, it will open with read/write access. You can edit the file and save changes if desired.

If the attachment is a Word file or a PowerPoint file, then it opens in its native program with read/write access if the corresponding Axiom Budgeting and Performance Reporting add-in is already installed (or if it is successfully installed when the file is opened). You can edit the file and save changes by using the add-in.

If the Word or PowerPoint add-in is not installed, or if the file is some other file type, then you cannot edit and save the file directly. If you need to edit one of these files, you should save a copy of the file locally and make your edits. You can then delete the existing file attachment in the Axiom Budgeting and Performance Reporting database, and upload your edited copy.