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Creating Document Folders

If P6 is configured to use the content repository, you can create document folders as a method of document organization in a project.

To create document folders:

  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 to which you will add the folder and click """" Add Options "" Add Folder.
  5. In the Add Folder dialog box:
    1. Enter a name in the Folder Name field.
    2. Select a policy from the Security Policy list.
    3. Click OK.

Tips

  • 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 folders 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

Assigning Documents to Workgroups

Documents Page (with content repository)

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


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