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Attachments in Status Reports

Kelly Kmitta
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You can attach (upload) files to status reports or link them from OneDrive/SharePoint. Attachments from status reports are also collected in the project's Files tab.

Note

When creating a status report for the first time, it often needs to be saved at least once (e.g., as a draft) before attachment features are fully available.

 

How do I attach files?

  1. Open the project.
  2. Open status reports.
  3. Open an existing report or create a new one.
  4. In the report, you will find the Files section.

Bildschirmfoto 2023-08-25 um 15.31.02.png

 

Attach files to a status report

Preliminary: Save the status report

If you do not see the attachment icon or the three-dot menu:

  1. Save the status report once as a draft.
  2. Reload the page if necessary.
  3. Then add or manage attachments.

 

Upload file

  1. Open the status report.
  2. Go to the Files section.

  3. Click on Add file (upload) or the + icon.

    Bildschirmfoto 2023-08-25 um 15.35.56.png
  4. Select the file and upload it.

Note

The maximum file size is 500 MB.

 

Link file from OneDrive/SharePoint

  1. Open the status report.
  2. Go to the Files section.
  3. Select OneDrive/SharePoint.
  4. Select the file and confirm.

Note

The file remains in Microsoft 365 (no copy in smenso). Microsoft permissions still apply.

 

Manage attachments

Via the three-dot menu on the attachment you can – depending on your permissions – among other things:

  • download
  • delete

 

How do attachments appear in the project?

Attachments from status reports also appear in the project's Files tab.

Note

The files are reliably listed when the status report has been saved (draft is sufficient). If you have only opened the report but not saved it, the attachment may not yet appear in the Files tab.

 

Attachments in status report overview

In the overview of a status report, a paperclip icon at the bottom left indicates that this report has attachments. The number next to it shows the number of files:

 

Permissions & Visibility 

  • You can only see status report attachments if you have access to the status report.
  • Deleting/managing is usually only possible with the corresponding edit/admin rights.
  • For OneDrive/SharePoint links, the Microsoft permissions also apply.

 

Troubleshooting

Menus missing / can't attach a file?

Save the status report as a draft, reload the page if necessary, then try again.

Attachment does not appear in the Files tab?

Check whether the status report has been saved (draft is sufficient) and whether you have access to the status report.

OneDrive/SharePoint file cannot be opened

Check Microsoft sharing settings and popup blockers when connecting for the first time.

Uploading does not work

Check file size (max. 500 MB) and connection.

 

You can find out how to link attachments from OneDrive/SharePoint in smenso in the article
Attach files from OneDrive/SharePoint.

 

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