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How to: Upload or Save Documents to the Project Portal

As you create documents in Microsoft Word, Microsoft Excel, Microsoft Project, or other programs, you can save them locally to upload later or save them directly to the project portal. If you save a document to the project portal, you can share the document with the team and establish source control for the document.

Contact your Team Foundation Server administrator or your team project administrator to make sure that your user account has the permissions described in the following section.

Required Permissions

To perform these procedures you must be a member of the Team Foundation Valid Users security group. If the necessary security permissions are set explicitly, you must have the View project-level information permission on the team project set to Allow. You must also be a member of the Windows SharePoint Services Contributor security group. For more information, see Team Foundation Server Permissions.

To upload a document to the project portal

  1. In Team Explorer, expand the Documents node, and then click the node where the uploaded document is to be stored.

  2. On the Team menu, click Upload Document.

  3. In the Open dialog box, locate the document, and then click Open.

To save a document to the project portal

  1. Open the document.

  2. One the File menu, click Save.

  3. In the Save As dialog box, click the My Network Places icon and then click the Create New Folder icon on the toolbar.

  4. On the Welcome to the Add Network Place Wizard page, click Next.

  5. On the Where do you want to create this network place? page, click Choose another network location, and then click Next.

  6. On the What is the address of this network place? page, type http://server name/sites/team project name, and then click Next.

  7. On the What do you want to name this place? page, click Next.

  8. On the Completing the Add Network Place Wizard page, clear the Open this network place when I click Finish check box, and then click Finish.

  9. In the Save As dialog box, select the team project name folder and click Open to display the document libraries from the project site.

  10. Select the document library that you want to use to store the file, type the name of the file in the File name field and then click Save.

See Also