Creating Document Reviews

If you have the optional content repository installed with P6, you can initiate a document review.

To create a document review:

Click Projects.
On the Projects navigation bar, click Documents.
On the Documents page, click the Projects tab.
On the Projects tab:
1. Select the document you want reviewed.
2. Click Start Review.
In the Start Review dialog box:
1. Enter a value in each required field.
2. Click Assign Reviewers and select one or more reviewers from the dialog box.
  Note: If you select the review type Everyone Must Review In Sequence, use the Up and Down arrows to arrange the sequence of reviewers.
3. (Optional) Click Due Date and select a date by which the reviewers must complete the review.
4. Click Create Review.

Tips

Reviews you have initiated appear on the My Reviews tab of the Document Reviews portlet on the dashboard. Click Details, and view a list of all reviewer responses, review details, and the names of reviewers who have not yet responded to the review. Once the review is complete, the document no longer appears in the Document Reviews portlet. You can subsequently access details for the completed review from the Document Details dialog box.
If the Start Review button is disabled, this indicates one of the following conditions exists, preventing the start of a new review:
- The current version of the document is in review or has been reviewed
- A previous version of the document is in review
- Multiple documents are selected (You can send only one document for review at a time)
- The project or document is already checked out for exclusive use
- The Security Policy for the document is set to Personal
- You do not have the appropriate privileges
- A template is open
You can also create document reviews from the My Documents portlet of the Dashboards page.