Search

Documents overview

Tips

Related Links

P6 Web Access provides document management capabilities that enable you to store, organize, manage, and access documents in a secure environment. A document is a file or work product that you create on your computer and add to your Primavera work environment.

The document management functionality available to you depends on your Primavera configuration. When the content repository is configured for use with P6 Web Access, the complete set of advanced document management capabilities is available in P6 Web Access, including check in, check out, and document reviews. When the content repository is not configured, a limited set of document management features is available, such as adding, deleting, and relating items to documents.

This topic contains the following information:

Documents features (with content repository)

Document types

When a configured content repository is installed, P6 Web Access supports up to three general classes of documents: project, private, and workgroup.

These are documents that a user relates to a project via P6 Web Access or the Project Management module. Any user with access to a project can relate a document to the project.

You can work with project documents from the Project Documents portlet in the Project Workspace. If you have appropriate module access, you can also work with project documents on the Projects > Documents page, if the page is included in your user interface view. Finally, if you're a member of a workgroup, you can access project documents (along with workgroup documents) from the Documents portlet on the Workgroup page.

Specifically, you can:

Note: When P6 Web Access is installed with a configured content repository, the Project Documents portlet separately lists non-content repository project documents in the WP & Docs tab.

Add to P6 Web Access for your own use. Private documents are not associated with any project and are available only to you. You can add private documents to the My Documents portlet on a dashboard. All private documents are stored in the My Documents portlet on the Private tab.

These are documents added to a specific project workgroup, which can be thought of as a subset of a project. These documents are available only to members of the workgroup. On a Workgroup page, workgroup documents are stored on the Workgroup tab of the Documents portlet.

Users who have rights to a project or who are invited users can see a Workgroup and its contents.

top

Managing and accessing documents
Within P6 Web Access, the availability of a document and the actions you can perform on the document depend on several factors:

top

Advanced document management features

If you have P6 Web Access installed with a configured content repository, a wider set of features is available to you for managing documents for your own use or for the use of a specific project or workgroup.

With a configured content repository installed, you can:

The content repository functionality also provides advanced document management capabilities. With advanced functionality, you can use document version control features to manage shared access to documents, organize project documents into a folder hierarchy structure, and start or participate in document reviews. Specifically, you can:

top

Documents features (without content repository)

When the content repository is not configured for use with P6 Web Access, you can perform limited actions on project documents only. Private and workgroup documents are not available.

Project documents are documents that a user relates to a project via P6 Web Access or the Project Management module. Any user with access to a project can relate a document to the project.

You can work with project documents from the Project Documents portlet in the Project Workspace. If you have appropriate module access, you can also work with project documents on the Projects > Documents page, if the page is included in your user interface view.

Note: When the content repository is not configured, all project documents appear in a flat list under the project name in the Project Documents portlet, regardless of whether they were added to the project via P6 Web Access or the Project Management module.

When working with project documents, you can:

top