If P6 Web Access is configured to use the content repository, you can add private documents to the My Documents portlet in a dashboard. A private document is a document that is not associated with any project and is available only to you.
Similarly, a workgroup document is another type of document that is not associated with any project and is available only to members of a specific workgroup. If you are a member of a workgroup, you can add workgroup documents to the Documents portlet on a Workgroup page.
When you add either a private or workgroup document or folder, you can choose to add a file from a specified location on your local computer, you can add a new document based on an existing document template, or you can add a folder. In a dashboard, all private documents are listed in the My Private Documents tab of the My Documents portlet; on a Workgroup page, all workgroup documents are listed in the Workgroup Documents tab.
To add a private or workgroup document
- To add a private document, from the My Documents portlet of a dashboard, click on the Private Documents tab, then select the Add Document menu.
To add a workgroup document, from the Documents portlet on the Workgroup page, select the Workgroup tab, then select the Add Document menu.
Tip: If the My Documents portlet does not appear on a dashboard, or if the Documents portlet does not appear on the Workgroup page, click Customize at the top of the page to set options to display it. Your ability to modify the portlets that appear in a dashboard depend on the dashboard type (user-defined, multi-user, or global) and security privileges.
- From the Add Document dropdown menu, select one of the following actions:
- Add Document
- Adds files from your local computer or another location
- Copy from existing template - Adds a new document based on an existing document template
- Create new template - Creates a new document template that you can use to create other documents
- Add Folder
- Adds a new subfolder.
- Add Document
- From the Add Document drop-down list, click
. The Add Document dialog box opens.
- Navigate to the file you want to open, select it, then click Open.
- Repeat steps 1 through 2 for
each additional file you want to add.
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Add a document based on an existing template document
- From the Add Document drop-down list, select Copy from existing template. The Select a template to copy from... dialog box opens.
- Select a template or enter a template name in the Search field to navigate to the document you want to use.
- After you select a template, click OK.
Tip: You can access all template documents that exist for the project.
- Click
.
- After you update the document's details, click Save.
Create a new document template
- From the Add Document drop-down list, select Create new template.
- Navigate to the file you want to add. You can also type the file location of the document you want to add. This is a required field.
- Either double-click the document name or click Open.
Add a new folder
- From the Add Document drop-down list, click
. The Add Folder dialog box opens.
- Enter a folder name and select a security policy.
- Click OK.