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Relate an item to a project document (with content repository)

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If you have the required access based on a project document's security policy and P6 Web Access is configured to use the content repository, you can relate the following items to a document:

Notes:

To relate an item to a project document

You can relate an item to a project document from the following locations:

Relating an item from the Project Documents portlet on the Project Workspace

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Project Workspace on the Projects toolbar to display the Project Workspace.
  3. 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.
  1. From the Project Documents portlet, click the link to the title of the document to which you want to relate an item. If the document is contained in a folder, expand the folder, then click the document name.

    Tip:
    If the Project Documents portlet does not appear on the Project Workspace, click Customize to set options to display it.
  2. Click details to display document details.
  3. Select the Related Items tab, then do one of the following:
    • Click relateactivity to relate an Activity or WBS element
    • Click relateissue to relate an Issue
    • Click relatedocument to relate a Document
  4. Navigate to and select the item or items.
  5. Click Save on the Document Details dialog box.

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Relating an item from the Documents page

  1. Open the project or group of projects you want to work with in the Projects section.
  2. Click Documents page on the Projects toolbar to display the Documents page.
  3. 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.
  1. In the hierarchy, click the link to the title of the document to which you want to relate an item. If the document is contained in a folder, expand the folder, then click the document name.
  2. Select the Related Items tab, then do one of the following:
    • Click relateactivity to relate an Activity or WBS element
    • Click relateissue to relate an Issue
    • Click relatedocument to relate a Document
  3. Navigate to and select the item or items.
  4. Click Save on the Related Items tab.

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