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About Documents

A document is a file or work product that you create and add to your Primavera work environment. The application provides document management capabilities that enable you to store, organize, manage, and access documents in a secure environment. The available document management functionality depends on your configuration. When the content repository is configured, the complete set of advanced document management capabilities is available, including check in, check out, and document reviews. When the content repository is not configured, a limited set of document management features is available, such as adding, deleting, and relating items to documents.

When a configured content repository is installed, P6 supports up to three general classes of documents: project, private, and workgroup. Project documents are documents that you relate to a project via P6. Only users with the necessary securities can edit project documents. Private documents are documents that you add to P6 for your own use. Private documents are not associated with any project and are available only to you. Workgroup documents are documents that are added to a specific project workgroup. These documents are available only to members of the workgroup.

When the content repository is not configured for use with P6, you can perform limited actions on project documents only, and private and workgroup documents are not available.

Related Topics

Assigning Documents to Activities


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