If you have the required access based on a project document's security policy and P6 Web Access is configured to use the content repository, you can relate the following items to a 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.
Notes:
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The instructions in this topic assume that the content repository is configured for use with P6 Web Access. If the content repository is not configured for use with P6 Web Access, see Relate an item to a project document (without 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.
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Your access to Documents features and functionality are determined by the type of content repository installed. Features not supported by your content repository are unavailable in Web Access, although they may be described in Web Access Help.
To relate an item to a project document
You can relate an item to a project document from the following locations:
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 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, 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, then click the document name.
Tip: If the Project Documents portlet does not appear on the Project Workspace, click Customize to set options to display it.
- Click
to display document details.
- Select the Related Items tab, then do one of the following:
- Click
to relate an Activity or WBS element
- Click
to relate an Issue
- Click
to relate a Document
- Click
- Navigate to and select the item or items.
- Click Save on the Document Details dialog box.
Relating an item from the 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, then click the document name.
- Select the Related Items tab, then do one of the following:
- Click
to relate an Activity or WBS element
- Click
to relate an Issue
- Click
to relate a Document
- Click
- Navigate to and select the item or items.
- Click Save on the Related Items tab.