If you have the required security privilege and project access, you can add documents to share with all users who have access to a project.
Note: The instructions in this topic assume that the content repository is not configured for use with P6 Web Access. If the content repository is configured for use with P6 Web Access, see Add project documents (with content repository) for instructions on adding project documents. Refer to your P6 administrator for additional information about the status of the content repository.
Where can I do this?
You can add project documents either from the Project Workspace or from the Projects > Documents page.
I want to:
- Add a project document from the Project Workspace
- Add a project document from the Projects > Documents page
Add a project document from 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.
- From the Project Documents portlet on the Project Workspace, click Add
Document.
Tip: If the Project Documents portlet is not displayed, click Customize. In the Project section, mark the Project Documents checkbox, and click Save and Close.
- From the Add Document page, click Upload File(s).
Add a project document from the Projects > Documents page
If you have appropriate module access, you can also add a project document from the Documents page in the Projects section.
- 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.
- From the Documents page, click
Modify, then click
Add Document .
- From the Add Document page, click Upload File(s).
Upload File (s)
- From the Select Action drop-down list, select Upload File(s).
- In the File(s) field, click
.
- Select the file you want to add, then click Open. Repeat this step for
each additional file you want to add.
Tip: When you click on a file in the File(s) field, the Title, File Path, Format, and Description fields display information corresponding to that particular file.
Title displays the name of the file. You can type a new title for the document. This is a required field.
File Path displays the file location.
Format displays the file type associated with the document. If the file type is not a supported document format, or you want to change the file format, use the drop-down list to select a file type. If a file format is not selected, the file is assigned a 'C file' file type format.
Author displays your P6 Web Access login name, indicating that your are the user adding the document.
Version indicates that this is the first version of the document.
Revision Date displays today's date.
Description lets you type a description to indicate what the document is about. You can type up to a maximum of 255 characters.
- To remove a file, select the file name, then click
.
Note: You can only select and remove one file at a time.
- When finished selecting files, click Save.