If you have P6 Web Access installed with a configured content repository and workflow repository, you can download a read-only copy of a document to your local machine or another specified location.
Downloading enables you to keep a personal copy of the document and make modifications to it in the document's native application. Any changes you make to the document are saved locally and do not affect the original document in P6 Web Access.
To download a document, you must first access Document Details for the document on the Project Documents portlet or on the Projects > Documents Page.
You can download a document in the Project Documents portlet, the My Documents portlet, and the Workgroups portlet Documents tab.
To download a document
- Open the project or group of projects you want to work with in the Projects section.
- Click
on the Projects toolbar to open the Project Workspace and access the Project Documents portlet.
Click
on the Projects toolbar to display the Documents page. Click the Projects tab.
- Select a document.
- Select the View
menu, then click
. The Download Document dialog box appears.
- From the Download Document dialog box, enter a path in the File Path field or click the browse button to navigate to the location where you want to save the file. This is a required field.
- To immediately open the document in its native application after it is downloaded, mark the Open Document checkbox. For example, if you are downloading a document with a .xls extension, mark this checkbox to automatically open the document in Excel once the document is downloaded. This is an easy way for you to immediately view and edit the document.
- After you find a location for the document, click Save, then click Download.