There are different types of documents: project and private. P6 supports document management features for project documents. When the optional content repository is installed, P6 also supports private documents.
Project documents are documents that a user relates to a project. You can work with project documents from the Documents page. It is also possible to convert a project document to a private document.
You can add private documents for your own use. Private documents are not associated with any project and are available only to you. You can add private documents to the My Documents portlet on a dashboard. All private documents are stored in the My Documents portlet on the Private Documents tab.
The content repository functionality provides advanced document management capabilities. With advanced functionality, you can use document version control features to manage shared access to documents, organize project documents into a folder hierarchy structure, and start or participate in document reviews.
Specifically, you can:
- Download documents
- Check in, check out, and undo check out documents
- Search for documents
- View a document's history
- View a document's versions
- Add, delete, and rename project folders
- Move project documents to a different folder location
- Start a document review
- Terminate a document review
- Review a document
- Send Email about a document
The availability of a document and the actions you can perform on the document depend on several factors:
- Project documents are available only to users who have access to the corresponding project. Private documents are available only to the person who adds them.
- The security policy of a project document determines which actions you can perform on that document; for example, you might only be able to view a document.
Note: Documents cannot be used with project templates.