When P6 Web Access is not configured to use the content repository, the Projects > Documents page enables you to view document details and send e-mail about a document. This page also lets you associate additional items with the document and, with the appropriate privileges, to edit document information.
To perform an action on a document, click one of the following:
View displays a read-only copy of the document in a new browser window.
Delete removes the document.
E-mail 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.
Field Definitions
- Title
- The identifying name of the document. You can type a new name.
- Author
- The person who added the document.
- Version
- The latest version number of the document.
- Revision Date
- The date of the document's last update. To select a new
revision date, click
.
- Document Category
- A classification used to organize various document types. Use the drop-down list to select a new category.
- Reference Number
- The document's reference or catalog number.
- Public Location
- The selected work product or document's publicly-accessible file location. All project participants can view this file.
- Private Location
- The selected work product or document's private file location. Only Project Management module users can view this file.
- Deliverable
- An indication of whether the document is a project deliverable.
- Status
- The current status of the document: Completed, Not Started, On Hold, Under Review.
- Owner
- The person responsible for the document. To
change the owner, click
.
Description indicates what the document is about.
Related Items lists all items associated with the document. Related items are useful when you want to reference other items, such as documents, or issues with the document.
You can choose to relate any of the following items:
- Activities or WBS - Work elements associated with the project. Use the Relate Activities or WBS link.
- Issues - Questions or concerns in a project that require attention or
corrective action. Use the Relate Issues link.
- Documents - Files and work products that belong to the project. Use the Relate Documents link.
To view details for a related item, click the item Name.
To relate an item:
- Click one of the following at the bottom of the page:
- Relate Activities or WBS
- Relate Issues
- Relate Documents
- Select the
item Name.
- Click OK.
To remove a related item, mark the checkbox next to the item Name, and click Remove.