Creating Document Folders

If P6 is configured to use the content repository, you can create document folders as a method of document organization in a project.

To create document folders:

  1. Click Projects.
  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 to which you will add the folder and click Add Options Add Folder.
  5. In the Add Folder dialog box:
    1. Enter a name in the Folder Name field.
    2. In the Security Policy list:
      • Select Read Only to prevent other users from editing the folder.
      • Select Shared to allow other users to view, move, edit, and delete the folder.
      • Select Personal to prevent other users from accessing the folder.
    3. Click OK.

Tips

Related Topics

Working with Documents with a Content Repository

About the Document Content Repository

Creating Document Templates

Copying Documents from Existing Templates

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

Adding Documents to a Project from the Content Repository

Configuring Document Details

Checking Out Documents

Checking In Documents

Sending Email about Documents

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents



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Last Published Wednesday, December 2, 2020