My Documents Portlet

Overview

Use this portlet for quick access to project documents you have recently worked on or accessed. It also enables you to create and manage private documents for your own personal use.

By default, the My Documents portlet contains two tabs:

  • Recent Project Documents
  • My Private Documents

Screen Elements

Recent Documents tab

See Recent Documents Tab of the My Documents Portlet.

Private Documents tab

See Private Documents Tab of the My Documents Portlet (with content repository).

Tips

  • This portlet appears only if P6 is configured to use the content repository
  • A dashboard's Filter by selection does not apply to documents displayed in this portlet.
  • A appears beside a document if it is checked out.
  • Documents added via P6 Professional do not appear in the Project Documents portlet. You can access these documents from the WP & Docs tab on the Project Documents portlet of the Project Workspace.

Getting Here

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard.
  3. On the dashboard, expand the My Documents portlet.

Related Topics

About Portlets

List of Portlets

Customizing Portlets

About Documents


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