Assigning Related Items to Documents without the Content Repository

You can assign related activities, WBSs, issues, and documents to a document.

To assign related items to a document:

Click Projects.
On the Projects navigation bar, click Documents.
On the Documents page:
1. Expand a project and select a document.
2. Click the Related Items tab.
On the Related Items tab:
1. To relate activities or WBSs, click Relate Activities or WBS and select activities or WBSs from the Select an Activity or WBS dialog box.
2. To relate issues, click Relate Issues and select issues from the Relate Issue dialog box.
3. To relate documents, click Relate Documents and select documents from the Relate Document dialog box.
4. Click Save.

Tips

Documents assigned to activities are visible to team members using P6 Team Member.
You can also relate activities or WBS nodes to documents in the Documents detail tab of the activities page.