Configuring Document Details
If P6 is configured to use the content repository, you can view and edit detailed information for private documents, workgroup documents, and documents you have privileges to modify.
To configure document details:
- 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:
- Expand a project and select a document.
- Click the General tab and configure the fields, options, and lists as necessary.
- (Optional) Click the Description tab and enter a description in the field.
- Click the Related Items tab to relate items. See Assigning Related Items to Documents.
- Click Save.
Tips
- You can also click Edit Details in the My Documents portlet of the Dashboards page, the Project Documents portlet of the Workspace page, or the Documents portlet of the Workgroup Workspace page to access the Document Details dialog box.
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