Copying Documents from Existing Templates

If P6 is configured to use the content repository, you can copy documents from templates to add a new document based on an existing template.

To copy documents from 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 and select Copy from existing template.
In the Select a Template to copy from dialog box, select a template and click OK.
On the Project tab:
1. Click the General tab and enter a name in the Title field.
2. Click and configure each tab as necessary.
3. Click Save.

Tips

You can also create document templates from the My Documents portlet of the Dashboards page.