You can view detailed information for each project document. If you have the required access, based on the document's security policy, you can also edit document details.
Notes:
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The instructions in this topic assume that the content repository is configured for use with P6 Web Access. If the content repository is not configured for use with P6 Web Access, see View or edit project document details (without content repository) for instructions on viewing or editing project document details. Refer to your P6 administrator for additional information about the status of the content repository.
Your access to Documents features and functionality are determined by the type of content repository installed. Features not supported by your content repository are unavailable in Web Access, although they may be described in Web Access Help.
This topic describes the following:
- Viewing or editing project document details from the Project Workspace
- Viewing or editing project document details from the Projects > Documents page
Viewing or editing project document details 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.
- Add the Project Documents portlet if it is not displayed.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize, and mark the Project Documents checkbox in the Project section of the Content tab. Click the
icon to see and set other options for the portlet, and then click Save and Close to display the portlet.
- From the Project Documents portlet, select the document.
- Click
.
- Update the document details as necessary, then click Save.
Viewing or editing project document details from the Projects > Documents page
- Open the project or group of projects you want to work with in the Projects section.
- Click
Documents on the Projects toolbar to display:
- all documents that were created in Web Access configured with a content repository in the Projects tab.
- all work projects and documents that were created in another application that was not configured with a content repository in the WP & Docs tab.
- Select the folder of a project in either tab to view its contents.
- From the Projects or WP&Docs tab, select the document you want to view. Document Details tabs are displayed, providing information about the selected document.
- Update the document details as necessary, and click Save.