You can view or edit detailed information for each project document.
Note: The instructions in this topic assume that the content repository is not configured for use with P6 Web Access. If the content repository is configured for use with P6 Web Access, see View or edit project document details (with content repository) for instructions on viewing or editing project document details. Refer to your P6 administrator for additional information about the status of the content repository.
This topic describes the following:
- Viewing or editing project document details from the Project Workspace
- Viewing or editing project document details from the Projects > Documents page
Viewing or editing project document details 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, click the document title to view its details.
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 of the Content tab. Click the
icon to see and set other options for the portlet, and then click Save and Close to display the portlet. You must have the required project privilege to customize the workspace.
After clicking the document title, P6 Web Access launches the Projects > Documents page if the Documents page is included in your assigned user interface view. If the Documents page is not included in your view, the workspace refreshes to display Document Details.
- Update the document details as necessary, then click Save.
Viewing or editing project document details from the Projects > Documents page
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to open the Documents 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.
- In the document hierarchy, select the document to display Document Details.
- Update the document details as necessary, and then click Save.