Documents Detail Window of the Activities Page

Overview

Use this detail window to relate or remove documents from an activity or to view a related document.

Note: Your ability to manage document relationships depends on two factors: your application security privileges and the security policy of an individual document (if the document was added from the content repository).

Screen Elements

Documents toolbar

See Documents Toolbar of the Activities Page.

Title field

The title of a document assigned to the activity.

Document Category list

The classification label used to organize documents.

Note: This field only contains data for WP&Doc documents, or documents that were not added from the content repository. This field is blank for documents that were added from the content repository.

Status field

The status of the document.

Document status designations are created in the Admin Categories dialog box in P6.

Public Location field

The selected document's publicly-accessible file location. All project participants can view this file.

Note: This field only contains data for WP&Doc documents, or documents that were not added from the content repository. This field is blank for documents that were added from the content repository.

Tips

  • If you have more than one activity selected, the detail window will not be visible.
  • If you have a project template open, the icons in the detail window will be disabled.

Getting Here

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page, select an activity and click the Documents detail window.

Related Topics

About Documents

Assigning Documents to Activities


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