Overview
Use this tab to view all items that are related to the document by name and description. Related items can include activities, documents, WBSs, or issues.
Screen Elements
Relate Activities or WBS
Relates an activity or WBS element to the selected item.
Relate Issues
Enables you to select an issue from a list of issues in a common dialog box to relate to the currently selected document.
Relate Documents
Enables you to select a document from a list of documents displayed in a common dialog box to relate to the current project document.
Delete
Permanently deletes the selected items.
Name field
The name of the project, code, EPS node, or portfolio.
Description field
A detailed summary for the item.
The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.
Tips
- The document you select and where you access it can change which tabs are visible.
- Documents assigned to activities are visible to team members using P6 Team Member.
Getting Here
From the Documents page:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab, select a document and click the Related Items tab.
From the Dashboards page:
- Click Dashboards.
- On the Dashboards page, select a dashboard tab.
- On the dashboard tab, expand the My Documents portlet and click the Private Documents tab.
- On the Private Documents tab, select a document and click
Edit Details. - In the Document Details dialog box, click the Related Items tab.