There are several different ways to create links between items in your project.

Memo links

To comment on issues that arise from a file, code or external, you can link to a memo.

Each file, code or external can have one memo linked to it. The memo can only be linked to that item. You can also create memos not linked to any item.

  1. Select a file, code or external in the List View or open it in the Detail View.

  2. On the Home tab in the Item menu, click Link to New Memo (or press CTRL+SHIFT+K).

  3. Enter a memo name and optionally, description, in the New Memo dialog box.

    The new memo opens in the Detail View for you to write your notes.

See-Also links

Use 'see-also' links to create links between content in your data files (documents, PDFs, datasets, externals, images or media files), codes, cases and memos to related project items or content in other files. The content you link from is highlighted and the linked item displayed in the See-Also tab at the bottom of the Detail View.

  1. Open the data file you want to link from in the Detail View and select the content you want to link.
  2. On the context-dependent ribbon tab (Document, PDF, External, Picture, Audio, Video, Picture, Dataset, Code, Case, Memo) click See-Also Link. You can also use the See-Also Links menu in the Detail View menu bar.
  3. In the New See-Also Link dialog box select the project item you want to link to. You can also create new project items to link to.

    When the link is created the See-Also Link tab opens at the bottom of the Detail View, showing all the linked items in the file.


Add hyperlinks in documents, memos and externals to link to web pages or files outside of your project. Hyperlinks are displayed with a blue underline.

Although you cannot add hyperlinks to PDF or dataset files, these file types may contain hyperlinks. You can follow a hyperlink to navigate to content elsewhere in a PDF or to external locations such as web pages.

  1. In the Detail View, turn on edit mode for the file you want to add the hyperlink to.
  2. Select the content you want to link from.
  3. On the Edit tab, click Hyperlink / New Hyperlink.

NOTE  If a link is used in many files, it is recommended that you create one external to represent the website or file and then link to the external from your files—this way if a hyperlink becomes invalid, you need only update it in one location.

Summary links

Do you use framework matrices to summarize or condense your files? You can use summary links to connect text in the summaries to supporting data in files that are displayed in the associated view of the framework matrix. Framework matrices