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Embed a file RRS feed

  • Question

  • How do I embed a pdf file in Project 2013. As part of the task, I would like to embed the procedure for the task rather than re-writing the entire procedure.
    • Edited by Pippo24 Thursday, December 19, 2013 12:02 AM update text
    Thursday, December 19, 2013 12:02 AM

All replies

  • You can not embed PDF file as a task in project 2013. You can either create a task and embed note with task or you can use hyperlink in which you can link you can PDF file so that whoever will have access to pdf file storage location can access it.

     

    kirtesh

    Thursday, December 19, 2013 4:36 AM
  • Pippo24 --

    If you are using Microsoft Project 2013 with Project Online, you should not embed the PDF file in the Microsoft Project schedule.  Instead, you should upload the PDF document to the Project Site for the project.

    If you are using Microsoft Project 2013 in desktop-only mode, then yes, you can embed the PDF document in the project file as part of the task.  Here is how:

    1. Double-click the task in which you want to embed the task.
    2. In the Task Information dialog, click the Notes tab.
    3. On the Notes page, click the Insert Object button.
    4. In the Insert Object dialog, select the Create from File option.
    5. In the Insert Object dialog, click the Browse button.
    6. In the Browse dialog, navigate to the folder containing the PDF file, select it, and then click the Insert button.
    7. In the Insert Object dialog, select the Display as Icon checkbox, and then click the OK button.
    8. You will see the PDF document in the bottom half of the dialog, which you can open by double-clicking the icon.  Click the OK button to close the Task Information dialog.

    Another way to handle this situation would be to create a hyperlink to the document without actually embedding the PDF document in the Microsoft Project 2013 file. To do this, complete the following steps:

    1. Right-click on the task for which you want to create a hyperlink and then select Hyperlink at the bottom of the shortcut menu.
    2. In the Insert Hyperlink dialog, navigate to the folder containing the PDF document, and select the document.
    3. Edit the text in the Text to Display field at the top of the dialog to show what text you want displayed in the hyperlink name.
    4. Click the OK button.

    You will now see the hyperlink indicator in the Indicators column in the Gantt Chart view.  If you float your mouse pointer over the hyperlink indicator, you will see the text you entered in the Text to Display field in the Insert Hyperlink dialog.  You can open the document by clicking the hyperlink indicator.

    Hope this helps.


    Dale A. Howard [MVP]

    Monday, December 23, 2013 2:17 PM
    Moderator