If you have P6 Web Access installed with a configured content repository you can add a document to a folder in the Project Documents portlet in the Project Workspace. Adding documents to folders is helpful when you want to organize documents in a way that is meaningful to you.
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. You can add a project document to a folder in the Project Workspace or on the Projects > Documents Page.
To add a document to a folder in the Project Workspace:
- In the Projects section, click
on the Projects toolbar to display the Project Workspace.
See Open a project or group of projects in the Projects section for information on choosing projects to work with.
- If multiple projects are open, select 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, select a folder.
Tip: If the Project Documents portlet is not available, click Customize to set options to display it. You must have the required security privilege to customize the Project Workspace.
- From the Add Document drop-down list, click
then navigate to and select a document.
- Click OK. The document appears in the folder you selected.
To add a document to a folder on the Projects > Documents Page:
- Click
on the Projects toolbar to display the Documents Page.
See Open a project or group of projects in the Projects section for information on choosing projects to work with.
- If multiple projects are open, select 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 Documents Page, select a folder.
- From the Add Document drop-down list, click
then navigate to and select a document.
- Click OK. The document appears in the folder you selected.