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Modify a project document's security policy

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If P6 Web Access is installed with a configured content repository, you can choose to modify a project document's security policy. Only the user who added the project document can modify its security policy.

Notes:

Three document security policies are available:

Tip: Although it is associated with a project, a Personal policy document does not appear in the list of project documents for any team member except the document owner.

To modify a document's security policy, you must first access Document Details for the document.

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This topic describes the following:

Accessing Document Details

You can access Document Details from the following locations:

To access Document Details from the Projects section:

You can access a project document from the Project Documents portlet on the Project Workspace, or from the Documents page in the Projects section.

To begin, open the project or group of projects you want to work with in the Projects section.

To access Document Details from Documents:

  1. In the Projects section, click Documents page on the Projects toolbar.
  2. 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.
  1. Click the select of the document whose details you want to view. If the document is contained in a folder, expand the folder, then select the document. Document Details appear with the General tab displayed.

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To access Document Details from the Project Workspace:

  1. In the Projects section, click Project Workspace on the Projects toolbar .
  2. 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
  1. Go to the Project Documents portlet and select the title of the document whose details you want to view. If the document is contained in a folder, expand the folder name, then select the document.
Tip: If the Projects Documents portlet does not appear on the Project Workspace, click Customize and mark the Project Documents checkbox in the Project section.
  1. Click details. Document Details appear with the General tab displayed.
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To access Document Details from a dashboard

You can access Document Details from the My Documents or My Workgroups portlet on a dashboard.

Click Dashboards at the top of the page to select a dashboard.

To access Document Details from the My Documents portlet:

  1. From the My Documents portlet on a dashboard, click the Private Documents tab.
  2. Select the title of the document whose details you want to view. If the document is contained in a folder, expand the folder, then select the document.

To access Document Details from the My Workgroups portlet:

  1. From the My Workgroups portlet on a dashboard, click the Workgroup name.

  2. Tip: If the My Workgroups portlet does not appear on the dashboard, click Customize and mark the My Workgroups checkbox. You can customize any dashboard you create; you cannot customize multi-user dashboards created by other users. You must have the required security privilege to customize global dashboards.

  3. From the Documents portlet, click the Workgroup Documents tab.
  4. Select the document you want to view.
  5. Click details to view document details.

To modify the security policy of a project document

  1. On Document Details, on the General tab, select a new security policy from the Security Policy drop-down list.
  2. Click Save.

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