When P6 Web Access is not configured to use the content repository, 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 and document details, and add new documents to the project.
- To view or edit detailed information for a document, click the document Title.
- To add a new project document, click Add Document.
- To view a read-only copy of the document in a new browser window, mark the checkbox beside the document name, then click View.
Field Definitions
- Title
- The identifying name of the document. You can type a new name.
- Version
- The latest version number of the document.
- Modified Date
- The date of the document's last update.
- Launches an e-mail dialog to send the document as an attachment.
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.