If you have P6 Web Access installed with a configured content repository, you can access Document History to view an audit trail of all actions that have been performed on a selected document.
Document History details the user who performed the activity, such as check in or check out, as well as the time and date the activity was performed.
To view a document's history, you must first access Document Details for the document.
This topic describes the following:
Accessing Document Details
This section describes how to:
- Access Document Details for a project document
- Access Document Details for a private Document
- Access Document Details for a workgroup Document
To access Document Details of a Project document:
From the Project Documents portlet on the Project Workspace:
- Open the project or group of projects you want to work with in the Projects section.
- On the Projects toolbar, click
to display the Project Workspace.
- Open the Project Documents portlet.
- Expand the folder that contains the document, and select the document.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize and mark the Project Documents checkbox in the Project section.
Notes:
-
If multiple projects are open, choose the project you want to work with from the Select Project list.
-
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:
- Open the project or group of projects you want to work with in the Projects section.
- On the Projects toolbar, click
to display the Documents page.
- In the Projects tab, expand the folder that contains the document you want to view and select the document.
- Click the History tab to view the document's history. For other details, click:
To access Document Details for a Private document:
- Click Dashboards at the top of the page.
- From the My Documents portlet on a dashboard, click the Private Documents tab.
- Select 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 for a Workgroup document:
You can access a Workgroup document from the Workgroups portlet on the Project Workspace or My Workgroups portlet on a dashboard.
To access the Workgroup 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 Project Workspace.
- 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 Workgroups portlet and click the Workgroup name.
- From the Documents portlet, click the Workgroup Documents tab.
- Select the document whose details you want to view. If the document is contained in a folder, expand the folder, then select the document.
Tip: If the Workgroups portlet does not appear on the Project Workspace, click Customize, and mark the Workgroups checkbox in the Project Collaboration section.
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 whose details you want to view. If the document is contained in a folder, expand the folder, then select the document.
Tip: If the My Workgroups portlet does not appear on a 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.
Viewing a document's history
To view a document's history, after displaying Document Details, click the History tab.