When P6 Web Access is not configured to use the content repository, you can relate the following items to a project document:
- Activities or WBS - Work elements associated with the project.
- Issues - Questions or concerns in a project that require attention or corrective action.
- Documents - Files and work products that belong to the project.
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 Relate an item to a project document (with content repository) for instructions on relating items to project documents. Refer to your P6 administrator for additional information about the status of the content repository.
Where can I do this?
You can relate an item to a project document from:
Relating an item 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.
- 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 on the Project Workspace, click the name of the document to view its details.
Tip: If the Project Documents portlet is not displayed, click Customize. In the Project section, mark the Project Documents checkbox, and click Save and Close. You must have the required security privilege to customize the Project Workspace.
- From the Related Items section of the Document Details page, click the type of item you want to relate.
- Select the name of the item, click OK, and then click Close.
Relating an item 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 display 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 hierarchy,
click the
link to the title of the document to which you want to relate an item. If the document is contained in a folder, expand the folder, and then click the document name.
- From the Related Items section of the Document Details page, click the type of item you want to relate.
- Select the name of the item, click OK, and then click Close.