If P6 Web Access is installed with a configured content repository, you can choose to modify a project document's security policy. Only the user who added the project document can modify its security policy.
Notes:
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The content repository must be configured for use with P6 Web Access to enable the functionality described in this topic. Refer to your P6 administrator for additional information about the status of the content repository.
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Your access to Documents features and functionality are determined by the type of content repository installed. Features not supported by your content repository are unavailable in Web Access, although they may be described in Web Access Help.
Three document security policies are available:
- Personal - A Personal document can be viewed, modified, or deleted only by the user who added it to the project.
Tip: Although it is associated with a project, a Personal policy document does not appear in the list of project documents for any team member except the document owner.
- Shared - A Shared document can be viewed, modified, or deleted by any project team member.
- Read-Only - A Read-Only document can be viewed by any project team member, but team members cannot modify or delete it.
To modify a document's security policy, you must first access Document Details for the document.
This topic describes the following:
Accessing Document Details
You can access Document Details from the following locations:
- Documents page or Project Workspace in the Projects section
- My Documents or My Workgroups portlet on a dashboard
To access Document Details from the Projects section:
You can access a project document from the Project Documents portlet on the Project Workspace, or from the Documents page in the Projects section.
To begin, open the project or group of projects you want to work with in the Projects section.
To access Document Details from Documents:
- In the Projects section, click
on the Projects toolbar.
- 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.
- Click the select of the document whose details you want to view. If the document is contained in a folder, expand the folder, then select the document. Document Details appear with the General tab displayed.
To access Document Details from the Project Workspace:
- In the Projects section, click
on the Projects toolbar .
- 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
- Go to the Project Documents portlet and select the
title of the document whose details you want to view. If the document is contained in a folder, expand the folder name, 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.
- Click
. Document Details appear with the General tab displayed.
To access Document Details from a dashboard
You can access Document Details from the My Documents or My Workgroups portlet on a dashboard.
Click Dashboards at the top of the page to select a dashboard.
To access Document Details from the My Documents portlet:
- From the My Documents portlet on a dashboard, click the Private Documents tab.
- Select the title of the document whose details you want to view. If the document is contained in a folder, expand the folder, then select the document.
To access Document Details from the My Workgroups portlet:
- From the My Workgroups portlet on a dashboard, click the Workgroup name.
- From the Documents portlet, click the Workgroup Documents tab.
- Select the document you want to view.
- Click
to view document details.
Tip: If the My Workgroups portlet does not appear on the dashboard, click Customize and mark the My Workgroups checkbox. You can customize any dashboard you create; you cannot customize multi-user dashboards created by other users. You must have the required security privilege to customize global dashboards.
To modify the security policy of a project document
- On Document Details, on the General tab, select a new security policy from the Security Policy drop-down list.
- Click Save.