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Book Contents

Creating Document Reviews

If you have the optional content repository installed with P6, you can initiate a document review.

To create a document review:

  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 Projects tab.
  4. On the Projects tab:
    1. Select the document you want reviewed.
    2. Click "" Start Review.
  5. In the Start Review dialog box:
    1. Enter a value in each required field.
    2. Click "" Assign Reviewers and select one or more reviewers from the dialog box.

      Note: If you select the review type Everyone Must Review In Sequence, use the "" Up and "" Down arrows to arrange the sequence of reviewers.

    3. (Optional) Click "" Due Date and select a date by which the reviewers must complete the review.
    4. Click Create Review.

Tips

  • Reviews you have initiated appear on the My Reviews tab of the Document Reviews portlet on the dashboard. Click Edit Details, and view a list of all reviewer responses, review details, and the names of reviewers who have not yet responded to the review. Once the review is complete, the document no longer appears in the Document Reviews portlet. You can subsequently access details for the completed review from the Document Details dialog box.
  • If the Start Review button is disabled, this indicates one of the following conditions exists, preventing the start of a new review:
    • The current version of the document is in review or has been reviewed
    • A previous version of the document is in review
    • Multiple documents are selected (You can send only one document for review at a time)
    • The project or document is already checked out for exclusive use
    • The document's Security Policy is set to Personal
    • You do not have the appropriate privileges
    • A template is open
  • You can also create document reviews from the Project Documents or Communication Center portlets of the Workspace page or the My Documents portlet of the Dashboards page.

Related Topics

About Document Reviews

Reviewing Documents

Project Tab of the Documents Page (with content repository)

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

Communication Center Portlet of the Workspace Page

My Documents Portlet


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