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Review a document

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If you have P6 Web Access installed with configured workflow and content repositories, and you are assigned as a responsible reviewer for a specific document, the document review appears in the Action Required portlet on a dashboard. Here, you can access the review details and subsequently add comments or attachments, and approve or reject the review.

To review a document in the Projects tab of the Documents page
  1. Open the project or group of projects you want to work with in the Projects section.
  2. On the Projects toolbar, click Documents page to display the Documents page.
  3. In the Project tab, open the folder of the project that contains the document to be reviewed.
  4. Select the document to review, then click

 

To review a document in the Action Required Portlet

  1. Click Dashboards to select a dashboard.
  2. From the Action Required portlet on a dashboard, select the document you want to review.
Tip: If the Action Required portlet is not displayed on a dashboard, click Customize at the top of the page to set options to display it. 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.
  1. From the Action Required portlet, you can view the document, add comments or attachments, and approve or reject the review.