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Edit Project Documents

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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. If P6 Web Access is installed with a configured content repository, you can apply a security policy to restrict the actions that project members can perform on the documents.

To begin, open the project or group of projects you want to work with. After selecting the project, you can edit existing project documents either from the Project Workspace or from the Documents page in the Projects section.

Edit a project document from the Project Workspace

  1. Open the project or group of projects you want to update.
  2. Click Workspace workspace icon on the Projects toolbar open the project workspace.

  3. 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.

  4. In the Projects or WP&Docs tab, click the project folder that contains the document you want to edit. Select the document.
  1. Click details. Document Details for the document appear.
  1. Update document details and click Save. Refer to Document Details for more information.
  2. To edit the document, download or check out the document.

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Edit a project document from the Documents page

If you have appropriate module access, you can also add a project document from the Documents tab in the Projects section.

  1. Open the project or group of projects you want to update.
  2. Click DocumentsProject Documents on the Projects toolbar.
  3. In the Projects or WP&Docs tab, click the project folder that contains the document you want to edit. Select the document.
  4. Update document details and click Save. Refer to Document Details for more information.
  5. To edit the document, download or check out the document.

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