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Copying Documents from Existing Templates

If P6 is configured to use the content repository, you can copy documents from templates to add a new document based on an existing template.

To copy documents from templates:

  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, click the Project tab.
  4. On the Project tab, select a project and click """" Add Options Copy from existing template.
  5. In the Select a Template to copy from dialog box, select a template and click OK.
  6. On the Project tab:
    1. Click the General tab and enter a name in the Title field.
    2. Click and configure each tab as necessary.
    3. Click Save.

Tips

  • The Select a Template to copy from dialog box displays all the template documents that exist for the project.
  • Types of policies:
    • Read Only: The folder is not editable by other users.
    • Shared: The folder can be viewed, moved, edited, and deleted by other users.
    • Personal: The folder is hidden from other users.
  • You can also create document templates from the Documents portlet of the Workgroup Workspace page, the Project Documents portlet of the Workspace page, or the My Documents portlet of the Dashboards page.

Related Topics

About Documents

Working with Documents

Adding Documents to a Project without the Content Repository

Assigning Documents to Workgroups

Creating Document Templates

Sending E-Mail about Documents

Documents Page (with content repository)

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


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