You can reorganize the hierarchy of the Project Documents portlet by moving project documents to and from existing subfolders. You can move documents and document subfolders if P6 Web Access is configured to use the content repository and you have the required privilege. The capability to move a document or document subfolder also depends on the security policy of the individual document or subfolder.
You can move a project document or folder in the Project Workspace or from the Projects > Documents Page.
You can move a project document from or to the root-level or project-level of the Project Documents portlet. You can also move a subfolder from or to this project-level folder.
Notes:
You cannot copy or cut then paste documents between projects. Additionally, the following conditions can prevent you from copying or cutting then pasting a document:
-
the project is opened exclusively or is checked out of the repository
-
the selected project folder or document is read-only or the destination folder is read-only
-
you are not the author of the folder
-
you have selected multiple folders or documents at different levels in the Project tab
-
you have selected a folder and a document at the same level in the Project tab
-
you do not have the appropriate privileges
To move a project document or subfolder in the Project Workspace
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Workspace page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Select the document or subfolder you want to move.
- From the Cut/Paste menu, click
.
- Complete one of the following options:
- To move a document or a subfolder from the project level to a subfolder, click on the subfolder, then go to the next step.
- To move a document or subfolder from a subfolder to the project level, click on the project level folder (the node at the highest level displaying the project's name). Then go to the next step.
- From the Cut/Paste menu, click
.
To move a project document or subfolder in the Documents Page
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Documents page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Select the document or subfolder you want to move.
- From the Cut menu, click
.
- Complete one of the following options:
- To move a document or a subfolder from the project level to a subfolder, click on the subfolder, then go to the next step.
- To move a document or subfolder from a subfolder to the project level, click on the project level folder (the node at the highest level displaying the project's name). Then go to the next step.
- From the Cut menu, click
.