If you have P6 Web Access installed with configured workflow and content repositories, you can create a document review. For information about installing and configuring either repository, refer to your P6 administrator.
Tip: To start a review for a project document, you must have the required access based on the document's security policy. Any user who can access a workgroup can start a review for a workgroup document.
This topic describes the following:
Accessing Document Details
This section describes how to:
You can access a project document from the Project Documents portlet on the Project Workspace, or from the Projects > Documents page.
- Open the project or group of projects you want to work with in the Projects section.
- Click
to open the Documents page or click
to open the Project Workspace.
- From the Documents page, select the document from the Projects tab.
From the Project Workspace, go to the Project Documents portlet and select the the document. If the document is contained in a folder, expand the folder, then select the document.
Tip: If the Projects Documents portlet does not appear on the
Project Workspace, click Customize and mark the Project Documents checkbox in the Project section.
Note: When multiple projects are open, all open projects you to which you have access rights display. Any action you perform, and all data that appears on the page, applies to the selected project only.
- Click Dashboards at the top of the page.
- From the My Documents portlet on a dashboard, click the Private Documents tab.
- Select the document. If the document is contained in a folder, expand the folder, then select the document.
To access a Workgroup document:
You can access a Workgroup document from the Workgroups portlet on the Project Workspace, the WP&Docs tab of the Documents page, or in the My Workgroups portlet on a dashboard.
To access the Workgroup document from the Project Workspace:
- Click
to open the Documents page or click
to open the Project Workspace.
- From the Documents page, select the document in the WP & Docs tab. If the document is contained in a folder, expand the folder, then select the document.
Note: When multiple projects are open, all open projects you to which you have access rights display. Any action you perform, and all data that appears on the page, applies to the selected project only.
To access the Workgroup document from a dashboard:
- Click Dashboards at the top of the page.
- From the My Workgroups portlet on a dashboard, click the Workgroup name.
- From the Documents portlet, click the Workgroup Documents tab.
- Select the document.
Tip: If the My Workgroups portlet does not appear on the dashboard, click Customize, and mark the My Workgroups checkbox.
Starting a document review
- Select the document.
- Click
. The Start Review dialog box appears.
Name - The name of the review. By default, this field displays the name of the document. You can type a new name.
Review Type - The type of review: Anyone May Review, Everyone Must Review, or Everyone Must Review in Sequence. more...
Reviewers - The names of the users you select to review the document. The document appears in the Action Required portlet for each selected reviewer. To select from a list of possible reviewers, click. The list of reviewers is sorted alphabetically.
For private documents, you can select from a list of P6 Web Access users who have appropriate module access.
For project documents, you can select from a list of users who:
have OBS access to the project
-
are assigned as a resource to any activity for the project
-
are invited to the project
-
are specified as the owner of the project
To search for a user in the list, click Search. To remove a user from the list, select the user's name and then click
.
Tip: You can select as many reviewers as you want. Use the
and
buttons to specify the order of the names in the list. If you have selected the Everyone Must Review in Sequence review type, the order of the names in the list determines the sequence in which each user is required to review the document.
Due Date - The date the review is required for completion. To change the due date, click
.
Description - The details of the review. This description appears on the Review Details page.
- Click Create Review.