If you have P6 Web Access installed with a configured content repository you can add, delete, and rename project document folders. Folders help organize project documents in a manner that is meaningful. After creating folders, you can store documents in any new or existing folders.
You can add, delete, and rename project document folders when your P6 Web Access installation is configured to use the content repository and you have:
- OBS access to the project
- access to the content repository
- project-level privilege
If these requirements are met, you can:
- Add a project document folder
- Delete a project document folder
- Rename a project document folder or change its security policy
Note: You can also add, delete, and rename project document folders in the My Documents portlet, Project Documents page, and through the Workgroup.
Add a project document folder
- 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.
- From the Project Documents portlet in the Project Workspace, select the Add Document drop-down menu, then click
.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize to set options to display it.
- In the Add Folder dialog box, type a name for the new folder. This is a required field.
- Accept the default security policy, Personal, or select a different security policy.
- Click OK.
Delete a project document folder
- 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 Projects 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 of the Project Workspace, select the folder you want to delete. If the folder contains documents, expand it to display a list of the folder contents.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize to set options to display it.
Note: A project folder can only be deleted if it is empty. You must move or delete all documents and sub-folders before deleting the folder. To delete documents and sub- folders within a project document folder, select the document's or sub folder's Name.
- Delete or move all documents from the folder.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize to set options to display it.
- Make sure the folder is selected, then click
.
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Rename a project document folder or change its security policy
- 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 Projects 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 of the Project Workspace, select a folder.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize to set options to display it.
- Click
to display the document's details with the General tab displayed.
- Update the name of the folder. This is a required field.
- From the Security Policy drop-down, update the security policy for the folder. This is a required field. Select one of the following security policy options:
- Personal - The folder is hidden from other users.
- Read Only - The folder is not editable by other users.
- Shared - The folder can be viewed, moved, edited, and deleted by other users.
- Click Save.
Note: Only the person who added a document to the project can change its security policy.