Quality / 11

Attach files and link the check

Add files when creating the check and link it to drawings, tasks, the schedule, submittals, RFIs or project files.

2 minutes
Product screenshot: Attach files and link the check
Step by step

How to complete attachments and links

  1. 01

    Attach when creating

    Under Additional properties → Attachments click Upload files (PDF, images or CAD, up to 10 MB). You can pick several. Each file shows its size and a trash icon to remove it.

    Step 1: Attach when creating
  2. 02

    Relate a schedule activity

    Under Relations use Relate to tasks and pick the activity from the project schedule (for example, "2 - Level 1 slab pour"). Use the relation's X to remove it.

    Step 2: Relate a schedule activity
  3. 03

    Open the check's files

    In the detail, the files uploaded at creation show under General files; click one to open it.

  4. 04

    Link from the detail

    In the right sidebar, Links has selectors for Drawing, Task, Schedule, Submittal, RFI and File. Pick the element and it is linked; to unlink it, remove it from the same selector.

    Step 4: Link from the detail

What you'll learn

  • How attach files and link the check works inside Perfour.

  • What information you need and how it stays connected to Quality.

  • How to preserve traceability and find the record later.

FAQ

Frequently asked questions

How big can a file be?+

Up to 10 MB per file.

What does Relate to tasks list?+

The activities of the project schedule. If the project has no schedule, the list is empty.

Where do I see the activity related at creation later?+

The check's detail does not show it today. If you need to see it, also link it from Links → Schedule or Task.