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Downloading Documents

If P6 is 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.

To download documents:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Documents.
  3. On the Documents page, select the Project tab.
  4. On the Project tab, expand a project, select a document, and click """" View Options "" Download.
  5. In the Download Document dialog box:
    1. Click the Path field and enter a path or click "" and select a download location from the dialog box.
    2. Select the Open Document option if you want the document to open automatically after it is saved.
    3. Click Download.

Tips

  1. You can also download documents from the My Documents portlet of the Dashboards page, the Project Documents portlet of the Workspace page, and the Documents portlet of the Workgroup Workspace page.

Related Topics

About the Content Repository

Working with the Content Repository

Adding Documents to a Project and Storing Them in the Content Repository

Adding Documents to a Project from the Content Repository

Checking Out Documents

Checking In Documents

Configuring Document Details

About Document Reviews

Searching for Documents

Viewing Documents

Project Tab of the Documents Page (with content repository)

Project Documents Portlet of the Workspace Page (with content repository)


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