The Project Documents portlet in the Project Workspace lists all documents that have been added to the project. Use this portlet to view project documents, document details, and to add new documents to the project.
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. For information about the functionality available in the Project Documents portlet when the content repository is not configured, refer to Project Documents portlet (without content repository).
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The availability of workflows and related features, and the ability to start a review, requires the installation and configuration of the P6 Web Access workflow repository. For information, refer to your P6 administrator.
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Your access to Project Documents features and functionality are determined by the type of content repository installed and the privileges your P6 administrator set for you. If you do not have access to a feature you want to access, contact your P6 administrator.
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Features not supported by your content repository are unavailable in P6 Web Access, although they may be
described in P6 Web Access Help. -
If P6 Web Access is used with the Oracle Universal Content Management content repository, your Project Workgroup documents display in the search results from the MyDocument portlet.
This portlet contains two tabs; Project and WP & Docs. In addition to working with documents on these tabs, you can also customize the Project Documents portlet.
Project Tab
The Project tab contains all the project documents that have been added to the portlet.
- To view or edit detailed information for a selected document, select the document, then click
. See Edit project documents for more details.
- To add a new project document, click the arrow
of the Add Document
menu, then select Add document
. See Add project documents (with content repository) for more details.
- To copy or link a non-repository document, click the arrow
of the Add Document
menu, then select Add from content repository. In the Select Document dialog box, expand the tree and select the repository document you want to bring into the P6 repository. Select the document, then choose to copy or link to the selected document and click OK. See Copying or linking repository documents into to the P6 repositoryfor more details.
- To add a new folder to the portlet, select the Add Document menu, then click
then click Add Folder. See Add, delete, and rename project document folders for more details.
- To view a read-only copy of the document in a new browser window, select the document, then click
. See View project documents (with content repository) for more details.
- To view or add mark up to a repository document or graphic in Oracle's AutoVue, click
. This option is available when a content repository is installed and your P6 administrator has configured the appropriate privileges and project access for you. See View repository documents in Oracle's AutoVue for more details.
- To change the access level of a project document, select the document, then click
to make private,
to make project, or
to make workgroup. See Share private or workgroup documents with project members for more details.
- To delete a document, select the document, then click
. See Delete project documents (with content repository) for more details.
- To download a document to a folder, select the View menu, then click
then click Download. See Download documents for more details.
- To move the document to specific folder, select the document, then click
, select a folder, then click
. See Move project documents or subfolders to a different folder location for more details.
- To e-mail a document, select the document, then click
. See Send e-mail about a document (with content repository) for more details.
- To check out the document, select the document, select the Check Out menu, then click
. See Check out, check in, and undo check out documents for more details.
- To undo check out, select the document, select the Check Out menu, then click
. See Check out, check in, and undo check out documents for more details.
- To check in a document, select the document, select the Check Out menu, then click
then click Check in. See Check out, check in, and undo check out documents for more details.
- To change a folder's name or security policy, select the folder, then click
. See Add, delete, and rename project document folders for more details.
Field Definitions
- Title
- The project and associated document names. Click a project name to go to its workspace; click a document name to view, download, check-in, or check-out the document.
- Version
- The version of the document.
- Creation Date
- The creation date of the document.
- Modified Date
- The date of the last an action was performed on the document.
WP & Docs Tab
The WP & Docs tab contains all the documents that have been added using the Project Management module.
The functions available on the WP & Docs tab are:
- To view or edit detailed information for a selected document, select the document, then click
. See Edit project documents for more details.
- To delete a document, select the document, then click
. See Delete project documents (with content repository) for more details.
- To e-mail a document, select the document, then click
. See Send e-mail about a document (with content repository) for more details.
Field Definitions
- Title
- The identifying name of the document. You can type a new name.
- Version
- The latest version number of the document.
- Revision Date
- The date of the document's last update.
Customizing the Project Documents portlet
To show or hide the Project Documents portlet, click Customize at the top of the Project Workspace. In the Project section of Project Workspace Preferences, mark or clear the checkbox next to Project Documents.
To enable team members and users invited to the project to view the Project Documents portlet, click next to Project Documents and mark the checkbox next to 'Allow Team Members and Invited Users to view this section.'
To change the position of the portlet on the page, click Layout. When you are finished customizing the portlet, click Save and Close.