Checking Out Documents
Check out a document to save a copy to your local machine or another specified location. Checking out a document locks the document to prevent others users from making simultaneous updates to it. When a document is checked out, users can still view and download the document, but they cannot modify, delete, or check it out.
To check out a document:
- 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.
- On the Projects navigation bar, click
Documents. - On the Documents page, click the Project tab.
- On the Project tab, select a project and click
 Check Out options Check out. - In the Check Out Document dialog box, click Check Out document to
. - In the Save As dialog box, select a location and click Save.
- In the Check Out Document dialog box:
- Select or clear the option to determine if you want the document to automatically open after it is checked out.
- Click Check Out.
Tips
- To undo a check out, click Undo Check Out on the Check Out options menu.
- When an item is checked out, it will have a
beside it. - The content repository must be configured for use with P6 to enable the functionality described in this topic.
- You can also check out documents from the My Documents portlet of the Dashboards page, the Documents portlet of the Workgroup Workspace page, and the Project Documents portlet of the Workspace page.
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