P6 Web Access makes it easy for users to share information and schedule meetings related to project requests by providing a separate collaborative workspace for this workflow. All users associated with a project request workflow have the capability to view this workspace, access a workgroup, and to add and modify documents and activities.
Note: You can be associated with a workflow as an initiator, reviewer, owner, or through OBS access privileges.
There are three ways to access the workgroup associated with a project workflow
- From the Project and Document Workflows
portlet on a dashboard, select the workgroup in the Request Name column.
- Click Collaborate on the workflow status form.
To access the workflow status form, click the Request Name in the Project and Document Workflows portlet on a dashboard.
Tip: If the Project and Document Workflows portlet
does not appear, to select it for display, click Customize.
To switch
between your list of requested projects and proposed documents, click either the Projects or the Documents tab in the portlet.
- Click Collaborate on the project request form. To access the form, click on the request name in the Action Required portlet on a dashboard.