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:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab, select a project and click Add Options Create New Template.
- In the Create New Template dialog box:
- Select a file and select Open.
- Select Upload.
- On the Project tab, click the General tab.
- On the General tab:
- Enter a name in the Title field.
- In the Security Policy list:
- Select Read Only to prevent other users from editing the template.
- Select Shared to allow other users to view, move, edit, and delete the template.
- Select Personal to prevent other users from accessing the template.
- Click Save.
Tips
- You can also create document templates from the My Documents portlet of the Dashboards page.
- You can make a document you have already uploaded into a template by selecting the Template Document option on the General tab.