The My Documents portlet in a dashboard provides quick access to project documents you have recently worked on or accessed. It also enables you to create and manage private documents for your own personal use.
By default, the My Documents portlet contains two tabs:Tip: This portlet appears only if P6 Web Access is configured to use the content repository.
Recent Documents tab
The Recent Documents tab lists all project
documents on which you have performed some recent action.
For example, all documents that you have created, viewed, downloaded,
or checked out appear in this folder. The Recent Project Documents tab lists
up to fifty documents, grouped by project. Click next to a project name to view documents associated with the project.
- To edit details, select the document, then click
.
- To view a document, select it, select the View menu, then click
.
- To download a document, select the document, select the View menu, then click
.
- To change a document's access level, select the document, select the Make Private menu, then click
to make private or click
to make project.
- To delete a document, select then document, then click
.
- To check out, check in, or undo checkout, select the Check Out menu, then click
to check out,
to check in, or
to undo check out.
- To start a document review, select the document, then click
.
- To customize columns, click
.
- To send an e-mail that includes a bookmark to the document, select the document, then click
.
- To perform a full-text search for project documents, click
.
- To access project data, click the project Title. When you click the project Title, the application displays the Projects landing page, as specified in your user interface view settings.
Field Definitions
- Title
- The project and associated document names. Click a project name to go to its workspace; click a document name to view, download, check-in, or check-out the document.
- Version
- The version of the document.
- Creation Date
- The creation date of the document.
- Modified Date
- The date of the last an action was performed on the document.
Private Documents tab
The Private Documents tab lists all private documents that you have created. Private documents are not associated with any project and are only available to you. To view all private documents, click the Private Documents tab.
- To add a new private document or folder, select the Add Documents menu, then click
to add a document or click
to add a folder.
- To edit a document, select the document, then click
.
- To view a document, select it, select the View menu, then click
.
- To download a document, select the document, select the View menu, then click
.
- To change a document's access level, select the document, select the Make Private menu, then click
to make private or click
to make project.
- To delete a document, select then document, then click
.
- To check out, check in, or undo checkout, select the Check Out menu, then click
to check out,
to check in, or
to undo check out.
- To move a document, select the document, then click
. Select a location for the document, then click
.
- To perform a full-text search for project documents, click
.
Tip: Add Document enables you to create a new private document only. You can add a new project document from the Project Workspace.
Field Definitions
- Title
- The project and associated document names. Click a project name to go to its workspace; click a document name to view, download, check-in, or check-out the document.
- Version
- The version of the document.
- Project
- The name of the project.
- Access Time
- The date and time the last action was performed on the document.