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Working with Documents

There are three types of documents: project, private, and workgroup. P6 supports document management features for project documents. When the optional content repository is installed, P6 also supports private and workgroup documents.

Project documents are documents that a user relates to a project. You can work with project documents from the Documents page, the Project Documents portlet on the Workspace page, or the Documents portlet on the Workgroup Workspace page. It is also possible to convert a project document to a private document.

You can add private documents for your own use. Private documents are not associated with any project and are available only to you. You can add private documents to the My Documents portlet on a dashboard. All private documents are stored in the My Documents portlet on the Private Documents tab.

Workgroup documents are added to a specific project workgroup, which can be thought of as a subset of a project. These documents are available only to viewers of the workgroup. On the Workgroup Workspace page, workgroup documents are stored on the Workgroup tab of the Documents portlet. Generally, users who have rights to a project can see a workgroup and its contents.

The availability of a document and the actions you can perform on the document depend on several factors:

  • Project and workgroup documents are available only to users who have access to the corresponding project or workgroup. Private documents are available only to the person who adds them.
  • A wider set of features including check in, check out, and versioning are available only for content repository documents. When the content repository is not configured for use with P6, you can perform limited actions on project documents only. Private and workgroup documents are not available. All project documents appear in a flat list under the project name in the Project Documents portlet and the Documents page, regardless of whether they were added to the project via P6 or P6 Professional.
  • The security policy of a project document determines which actions you can perform on that document; for example, you might only be able to view a document.

    Note: Documents cannot be used with project templates.

Related Topics

Adding Documents to a Project without the Content Repository

Assigning Documents to Workgroups

Creating Document Templates

Copying Documents from Existing Templates

Sending E-Mail about Documents


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