If P6 is configured to use the content repository, you can view and edit detailed information for private documents and documents you have privileges to modify.
To configure document details:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab:
- Expand a project and select a document.
- Click the General tab and configure the fields, options, and lists as necessary.
- (Optional) Click the Description tab and enter a description in the field.
- Click the Related Items tab to assign related items to the document.
- Click Save.
Tips
- You can also click Edit Details in the My Documents portlet of the Dashboards page.