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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:

  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:
    1. Expand a project and select a document.
    2. Click the General tab and configure the fields, options, and lists as necessary.
    3. (Optional) Click the Description tab and enter a description in the field.
    4. Click the Related Items tab to relate items. See Assigning Related Items to Documents.
    5. 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.

Related Topics

About the Content Repository

Assigning Related Items to Documents

Working with the Content Repository

Adding Documents to a Project and Storing Them in the Content Repository

Adding Documents to a Project from the Content Repository

Checking Out Documents

Checking In Documents

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents

Document Details Section of the Documents Page (with content repository)

Description Tab of the Document Details Section (with content repository)

General Tab of the Document Details Section

History Tab of the Document Details Section (with content repository)

Related Items Tab of the Document Details Section (with content repository)

Version Tab of the Document Details Section (with content repository)


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