Search

Documents page (with content repository)

Tips

Related Links

When P6 Web Access is configured to use the content repository, the Projects > Documents page displays a list of folders that contain documents related to all open projects.

Within the Documents page, you can view, check in, check out, and download selected documents from one or more projects, associate additional items with a selected document, and compare documents across projects.

With appropriate privileges, you can edit document information or use a selected document as a template for creating new documents of the same type for multiple projects.

I want to

Read these tips before you start

Project Tab

View project documents

The Project tab provides a list of folders of each open project. By expanding a folder and selecting a document it contains, you can view document details.

Project Tab Toolbar Tasks

Depending on your privileges, selecting a document in the Projects tab causes the following Document Details tabs to display with information about the selected document:


WP & Docs Tab

View work projects and documents created without a content repository

The WP & Docs tab enables you to view in Web Access the list of documents that were created in P6 Project Management, without a content repository.

WP & Docs Tab Toolbar Tasks

Depending on your privileges, selecting a document in the WP & Docs tab causes the following Document Details tabs to display with information about the selected document:


General

The General tab displays general document information. Only six fields on this tab may be edited; Title, Security Policy, Template Document, Owner, Document Category, and Reference Number:

The remaining fields on the General tab are Read-Only:

top

Description

The Description tab display all of the notes specific to the document. Enter and format notes about the document on this tab.

Related Items

The Related Items tab displays all items that are related to the document by name and description. Related items can include activities, documents, WBS, or issues.

To relate an item:

  1. Click the icon for the type of item you want to relate.
    • relateactivityWBS to relate an activity or WBS element
    • relateissue to relate an issue
    • relatedocument to relate a document
  2. Navigate to the item.
  3. Click OK, then click Close.

top

Version

The Version tab displays information about the versions of the document.

top

History

The History tab displays the history of the document.

top

To perform an action on a document

In addition to viewing document details, you can also add and edit documents and folders. Click an icon on the Documents toolbar to perform the following functions:

Tips:

Refresh Click Refresh Refresh to update the view of content listed in the Project or WP & Docs tabs of the Documents page.

Add Document Options from the Add Document adddocarrow menu enable you to:

Notes:

View Options from the View viewdocarrowmenu enable you to:

Change access level Options from the Change Access makeprivatearrowmenu enable you to change access privileges to documents, including:

Delete delete to delete a selected document. See delete for more information.

Check In/Check Out checkout arrowOptions from the Check In/Check Out menu enable you to:

Note: See check in, check out, undo checkout for more information.

Start Review recentdocslist Opens the Start Review dialog box, in which you can review a document if you have the appropriate privileges. For more information, see Reviewing a document.

Add To Recent Documents recentdocslist Adds the selected document to the recent documents list.

Cut/Paste cut arrow Options from the Cut/Paste menu enable you to:

Note: See cutting and pasting documents for more information.

E-mail email Opens a new e-mail message that includes a link to the document and basic details such as the project and document names and the document version. You specify the recipients and can edit the subject and body of the message before sending it. See e-mail for more information.

Search searcharrow Options from the Search menu enable you to:

Note: The ability to search by author is available if your content repository supports this feature. For information about Web Access features supported by your content repository, see your P6 administrator.

top

Field Definitions

Title
The identifying name of the document. You can type a new name.
Access Level
Enables you to change the document to a private document and displays the name of the project to which the document currently belongs.

To remove the document from the project, and make it a private document so it is only available for you to view, choose Private.

To make the document available to all associated with a project, choose Project.

Security Policy
Displays the security policy applied to the document. The security policy defines the access rights users have to the document and the tasks they can perform on it. If you are the document owner, this field is enabled and you can choose a different security policy.  more>>
Note: This field is removed if you change the document Access Level to Private.
Author
The person who created, or added the document in P6 Web Access.
Version
The latest version number of the document.
Last Modified By
The last person to update or perform an action on the document.
Modified Date
The date of the document's last update.
Document Category
A classification used to organize various document types.
Format
The file type associated with the document.
Size
The file size of the document, measured in KB.
Review Status
Indicates whether the document is under review. If the document is not under review, this field is blank.
Owner
The person responsible for the document. To change the owner, click .
Reference Number
The document's reference or catalog number.
Template Document
Used to indicate that the document is a document template. Mark this field to use this document as a template for creating new documents.

top