Manage Attachments for Projects in Resource Planning

You can attach documents to projects such as permits, neighborhood regulations, or other documents related to your project.

• Required User Permissions

• By default, notes can be viewed by anyone with permissions to 'View Projects Attachments'.

• Deleting attachments is permanent and cannot be recovered by Procore.

When managing attachments, you can take the following actions:

• Add Attachments

• Edit Attachments

• View Attachments

• Delete Attachments

Add Attachments

1. Navigate to the Company level Resource Planning tool.

2. Click Project and select Projects List.

3. Click the project name.

4. Click the Details tab.

5. Locate the 'Attachments' section and click Add Attachments.

6. Click Upload File and select the file to upload.

7. Click Save.

Edit Attachments

1. Navigate to the Company level Resource Planning tool.

2. Click Project and select Projects List.

3. Click the project name.

4. Click the Details tab.

5. Locate the 'Attachments' section and Edit.

6. Click Upload File and select the file to upload.

7. Click Save.

View Attachments

1. Navigate to the Company level Resource Planning tool.

2. Click Project and select Projects List.

3. Click the project name.

4. Click the Details tab.

5. Click the attachment link.

6. Click Download.

7. Open the downloaded file locally on your device.

Delete Attachments

1. Navigate to the Company level Resource Planning tool.

2. Click Project and select Projects List.

3. Click the project name.

4. Click the Details tab.

5. Locate the 'Attachments' section and Edit.

6. Click the X on the attachment.

7. Click Remove File.