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Add documents to a project (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Keep project-related documents organized by adding them to your project.

  1. Go to Project Service > Projects.

  2. Click the project you want to work on.

  3. In the bar across the top of the screen, select the down arrow next to the project name, and then click Documents.

  4. Enter a name for the document in Name, and then copy the URL from the document’s SharePoint location to Document Location.

  5. Click Save.

See Also

Project Manager Guide