If P6 Web Access is configured to use the content repository and you want to share a private or workgroup document with other project members, you can change the document's access level to Project and associate it with the project.
Tip: To change the access level for a document and associate it with a project, you must have the required project privilege.
You can:
Once you change a private or workgroup document to a project document, you can apply a security policy to the document to determine the actions users can perform on the document, for example, allowing them to only view the document or to edit the document and its details.
To change the access level from Private to Project:
- From the My Documents portlet on a dashboard, click the Private Documents tab. All of the private documents appear.
Tip: If the My Documents portlet does not appear on a dashboard, or if the Documents portlet does not appear on the Workgroup page, click Customize at the top of the page to set options to display it. Your ability to modify the portlets that appear in a dashboard depends on the dashboard type (user-defined, multi-user, or global) and security privileges.
- Select the document you want to change from Private to Project.
- Select the Make Private menu, then click
to change the access level to Project. A warning message displays.
- Click OK. A Select Project dialog box displays.
- Select a project then click OK.
To change the access level from Workgroup to Project:
- From the My Documents portlet on the Workgroup page, click the Workgroup Documents folder. All of the workgroup documents appear.
Tip: If the My Documents portlet does not appear on a dashboard, or if the Documents portlet does not appear on the Workgroup page, click Customize at the top of the page to set options to display it. Your ability to modify the portlets that appear in a dashboard depends on the dashboard type (user-defined, multi-user, or global) and security privileges.
- Select the document you want to change from Private to Project.
- Select the Make Private menu, then click
to change the access level to Project. A warning message displays.
- Click OK. A Select Project dialog box displays.
- Select a project then click OK.
Tip: Once you click Save, the document is no longer a private or workgroup document, so it is removed from the
My Private Documents or
Workgroup Documents folder. The document now appears in the Project Documents portlet of the Project Workspace, the project document hierarchy, and the Project Recent Documents on the My Documents portlet in a dashboard.