Previous Topic

Next Topic

Book Contents

Viewing Documents

If P6 is configured to use the content repository, you can view public documents or your private documents. If you belong to a workgroup, you can also view workgroup documents.

To view 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, click the Project tab.
  4. On the Project tab:
    1. Expand a project and select a document.
    2. Click """" View Options "" View.
  5. In the Opening dialog box, select the Open with option to open the file or select the Save File option to save the file to your computer and click OK.

Tips

  • If P6 is configured with a content repository and you have the appropriate privileges, you can view documents with AutoVue from the Documents detail window of the Activities page.
  • You can also view documents from the Documents detail window of the Activities page, the Project Documents portlet of the Workspace page, or the My Documents portlet of the Dashboards 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

Downloading Documents

Project Tab of the Documents Page (with content repository)

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

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

Documents Portlet of the Workgroup Workspace Page


Copyright information