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Make a project document available only to you or a specific workgroup

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If P6 Web Access is configured to use the content repository and you want to make a project document available only to you, you can change the document's access level from Project to Private. If you want to make a project document available only to members of a specific workgroup, you can change the document's access level from Project to Workgroup.

Note: After you change a document's access level from Project to either Private or Workgroup, you will lose access to Description in Document Details. Related Items, Document Category, Reference Number, and Owner are also not available in Document Detail's. When changing a document's access level from Project to Private, you also lose access to the security policy.
Tip: The capability to change the access level for a document depends on the document security policy.

To change the access level from Project to Private

  1. From the Project Documents portlet on the Project Workspace or the from the Projects > Documents page, click the document title you want to make private.

  2. Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize to set options to display it.
  3. Select the Make Private menu, then click accesslevelprivate to change the document's access level to Private. The document is moved to the Documents portlet.

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To change the access level from Project to Workgroup
  1. From the Project Documents portlet on the Project Workspace or the from the Projects > Documents page, click the document title you want to make into a workgroup document.

  2. Tip: If the Documents portlet does not appear on the Workgroup page, click Customize to set options to display it.
  3. Select the Make Private menu, then click workgroup to make the document a Workgroup document. The document is moved to the Workgroups portlet.

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