AX3007

Viewing and managing file attachments for a plan file

Some file groups support the ability to attach supporting files to individual plan files. For example, in a capital planning process, you may want to attach various supporting information about the capital request, and have that information easily reviewable along with the plan file.

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

To access the file attachments for a plan file:

  1. Open the plan file.

  2. On the Axiom tab, in the File Options group, click File Attachments.

    NOTE: In systems with installed products, this feature may be available in a different location. It may be located on a different ribbon tab, or in a task pane, or by double-clicking a designated area within the plan file itself.

One of two dialogs open, depending on your level of rights to the plan file:

  • Users with read-only access see the Browse Attachments dialog, to view existing attachments.
  • Users with read/write access see the Manage Attachments dialog, to view and manage attachments.

Browsing file attachments

The Browse Attachments dialog lists all current file attachments for the plan file. To open an attachment, select the file in the list and click Open (or you can double-click the file).

How the attachment opens depends on the type of attachment. Excel-compatible files open directly in the current Axiom Budget Planning and Performance Reporting session, in a new tab. Other file types open in their native application—such as Word for a DOCX file, or Adobe Reader for a PDF file—assuming that application is available on your computer.

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 to add as an attachment. The file is imported into the Axiom Budget Planning and Performance Reporting database and associated with the plan file.

  • Deleting a file attachment: Select the file to delete, and then click Delete. The file is deleted from the Axiom Budget Planning and Performance Reporting database and is no longer 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 to open, and then click Open (or you can double-click the file).

If the attachment is an Excel-compatible file that opens within the Axiom Budget Planning and Performance Reporting session, the file opens with read/write access. You can edit the file and save changes.

If the attachment is a Word file or a PowerPoint file, it opens in its native program with read/write access, if the corresponding Axiom Budget Planning 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, you cannot edit and save the file directly. 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 Budget Planning and Performance Reporting database and upload your edited copy.