Use the WPs and Docs window to create and maintain work product and document records for the open project, such as records for standards, procedures, guidelines, and templates.
To display the WPs and Docs window, do one of the following:
- Click
on the Project toolbar. - On the Project menu, choose Work Products and Documents.
Refer to the following sections of this topic for information and links to concepts and tasks about working with work products and documents in the WPs and Docs window:
- Working in the WPs and Docs window
- Work product and document concepts
- WPs and Docs tasks
Working in the WPs and Docs window
When working in the WPs and Docs window, you can:
- Use the Edit menu on the Menu bar, the Edit toolbar, or shortcut (right-click) menu to add, delete, cut, copy, and paste document records, and launch documents.
- Use the Display Options bar, the View menu on the Menu bar, the Layout toolbar, or shortcut (right-click) menu to customize the window. For example, you can customize columns of the work product and document table, and group, sort, and filter document records.
- Use WP & Doc Details to view or define properties for the selected document record, associate activities and WBS elements with work products and documents, and launch documents. To show or hide WP & Doc Details, choose View, Show on Bottom, Details, or click
on the Bottom Layout toolbar. - Use the arrows on the Move toolbar to move the selected document record around in the hierarchy. The arrow icons are only available in the outline display.
Tips
- After opening the WPs and Docs window, the window remains open until you close all open projects or you close the window; if you open or navigate to another window without closing the WPs and Docs window, click the WPs and Docs tab to return to the window at any time.
- When you add a document record, you have not added an actual document file; to add an actual file, you must associate a file with the document record on the Files tab of WP & Doc Details.
- If you delete a document record, you have not deleted the actual document file.
- When connected to a P6 EPPM database: You can not open, cut, copy, paste, or delete documents that have been added via a P6 installation with a configured content repository.
- To expand or collapse individual elements of the work products and documents hierarchy, right-click in the WPs and Docs window and choose Expand All or Collapse All.
Work product and document concepts
The following concepts relate directly to working with work products and documents:
- Activities
- Work Breakdown Structure
- Work Products and Documents
WPs and Docs tasks
You can perform all of the following tasks in the WPs and Docs window:
- Add a work product or document record
- Assign a document status or category
- Assign work products and documents from the WPs and Docs window
- Delete work product or document records
- Display work product and document details in the WPs and Docs window
- Identify a document as a work product
- Identify a work product or document as a deliverable
- Open a work product or document from the Work Products and Documents window
- Remove work product and document assignments from the WPs and Docs window
- Specify work product and document location references
- View a project's document library