If you have the required security privilege and project access, you can add documents to share with all users who have access to a project.
Note: The instructions in this topic assume that the content repository is configured for use with P6 Web Access. If the content repository is not configured for use with P6 Web Access, see Add project documents (without content repository) for instructions on adding project documents. Refer to your P6 administrator for additional information about the status of the content repository.
Where can I do this?
You can add project documents either from the Project Workspace or from the Projects > Documents page.
Note: The following conditions are required to open a document:
-
The document is checked into the repository, enabling you to check the document out of the repository.
-
You have the appropriate privileges for adding a document. (If you believe that you require a change to your privileges, contact your P6 administrator.)
-
You have selected a folder that has read and write privileges. (You cannot add a document to a read-only folder.)
-
You have selected only one item. (Selecting multiple items makes the Add Document feature unavailable.)
I want to:
- Add a project document from the Project Workspace
- Add a project document from the Projects > Documents page
Add a project document from the Project Workspace
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to display the Workspace page.
- If multiple projects are open, choose the project you want to work with from the Select Project list.
Note: If a single project is open, the Select Project list does not appear. When multiple projects are open, the Select Project box lists all open projects you have rights to access. Any action you perform, and all data that appears on the page, applies to the selected project only.
- From the Project Documents portlet on the Project Workspace, select the Add Documents menu.
Tip: If the Project Documents portlet is not displayed, click Customize. In the Project section, mark the Project Documents checkbox, and click Save and Close. You must have the required security privilege to customize the Project Workspace.
- From the Add Document menu, select one of the following actions:
- Add Document
- Adds files from your local computer or another location
- Copy from existing template - Adds a new document based on an existing document template
- Create new template - Creates a new document template that you can use to create other documents
- Add Folder
- Adds a new subfolder
Add a project document from the Projects > Documents page
If you have the appropriate privileges, you can add a project document from the Projects > Documents page.
- Open the project or group of projects you want to work with in the Projects section.
- Click
Documents on the Projects toolbar.
The Documents page is displayed. The Project tab lists folders of each opened project.
- In the Project tab, click
the plus sign of the project folder to which you want to add a document and to view the document folders and individual documents it contains.
Notes:
-
If a selected project has no associated documents, expanding the project folder changes the
plus sign to a
sign, indicating that the project folder is open, and no subfolders or documents are listed.
-
When multiple projects are open, all open projects to which you access rights display. Any action you perform, and all data that appears on the page, applies to the selected project only.
-
To view a work product or document created outside Web Access, click the WP&Docs tab and select the appropriate document.
- From the Documents page, select the Add Documents menu.
- From the Add Document menu, select one of the following actions:
- Add Document
- Adds files from your local computer or another location
- Copy from existing template - Adds a new document based on an existing document template
- Create new template - Creates a new document template that you can use to create other documents
- Add Folder
- Adds a new subfolder
Add a document
- From the Add Document
menu, select
. The Add Document dialog box opens.
- Navigate to the file you want to open, select it, then click Open.
- Repeat steps 1 through 2 for
each additional file you want to add.
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Add a document based on an existing template document
- From the Add Document
menu, select Copy from existing template. The Select a template to copy from... dialog box opens.
- Select a template or enter a template name in the Search field to navigate to the document you want to use.
- After you select a template, click OK.
Tip: You can access all template documents that exist for the project.
- Click
.
- Update the document's details. The document title is required.
- Click Save.
Copy a document from an existing template
- From the Add Document
menu, select Copy from an existing template.
- In the Search field of the Select a Template to Copy From dialog box, enter the name of the template you want to use, or select a name from the list of templates.
- Click OK.
Create a new document template
- From the Add Document
menu, select Create new template.
- Navigate to the file you want to add. You can also type the file location of the document you want to add. This is a required field.
- Either double-click the document name or click Open.
Add a new document folder
- From the Add Document
menu, select
. The Add Folder dialog box displays.
- Enter a folder name and select a security policy.
- Click OK.