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Creating Document Templates

If P6 is configured to use the content repository, you can create document templates that you can use as a foundation when adding new documents.

To create document templates:

  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, select a project and click """" Add Options Create New Template.
  5. In the Select File dialog box, select a file and click Open.
  6. On the Project tab, click the General tab.
  7. On the General tab:
    1. Enter a name in the Title field.
    2. Select a policy from the Security Policy list.
    3. Click Save.

Tips

  • Select the Template Document option to make this document a template.
  • Types of policies:
    • Read Only: The folder is not editable by other users.
    • Shared: The folder can be viewed, moved, edited, and deleted by other users.
    • Personal: The folder is hidden from other users.
  • You can also create document templates from the Documents portlet of the Workgroup Workspace page, the Project Documents portlet of the Workspace page, or the My Documents portlet of the Dashboards page.

Related Topics

About Documents

Working with Documents

Adding Documents to a Project without the Content Repository

Assigning Documents to Workgroups

Copying Documents from Existing Templates

Sending E-Mail about Documents

Documents Page (with content repository)

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


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