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Adding Documents to a Project without the Content Repository

In standard P6 configurations without the optional content repository, you can add project documents directly from your computer or a network server to the project. These documents are available to everyone who has access to the project.

To add a document to a project:

  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, if you opened more than one project, select a project from the Select Project list.
  4. In the Documents pane:
    1. Click "" Modify.
    2. Click "" Add Document.
  5. On the Add Document page, click "" Add.
  6. In the Select File dialog box:
    1. Navigate to and select a file.
    2. Click Open.
  7. On the Add Document page:
    1. Enter a name in the Title field.
    2. Complete any of the remaining fields, including the optional Description for the document.
    3. Click Save.

Tips

  • You cannot add documents to template projects.
  • You can also add documents to a workgroup within the project from the Project Documents portlet of the Workspace page.

Related Topics

About Documents

Working with Documents

Assigning Documents to Workgroups

Creating Document Templates

Copying Documents from Existing Templates

Sending E-Mail about Documents

Project Tab of the Documents Page (with content repository)

Project Documents Portlet of the Workspace Page (without content repository)


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