Documents Section of the Activity Form Page

Overview

Use this section to assign documents to activities and view the details of these documents.

Screen Elements

Assign Documents link

Opens a dialog box with all possible documents that can be assigned to the activity.

Title field

The title of a document assigned to the activity.

Document Category list

The classification label used to organize documents.

Note: This field only contains data for WP&Doc documents, or documents that were not added from the content repository. This field is blank for documents that were added from the content repository.

Status field

The status of the document.

Document status designations are created in the Admin Categories dialog box in P6.

Public Location field

The selected document's publicly-accessible file location. All project participants can view this file.

Note: This field only contains data for WP&Doc documents, or documents that were not added from the content repository. This field is blank for documents that were added from the content repository.

Getting Here

From the Workgroup Workspace page:

  1. Click "" Projects.
  2. On the Projects navigation bar, click "" Workspace.
  3. On the Workspace page, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Documents section.

From the Dashboards page:

  1. Click "" Dashboards.
  2. On the Dashboards page, select a dashboard tab.
  3. On the dashboard tab, expand any portlet containing activities.
  4. In the portlet, click an activity.
  5. On the Activity Form page, expand the Documents section.

Related Topics

About Documents


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