Configuring Document Details

If P6 is configured to use the content repository, you can view and edit detailed information for private documents and documents you have privileges to modify.

To configure document details:

Click Projects.
On the Projects navigation bar, click Documents.
On the Documents page, click the Project tab.
On the Project tab:
1. Expand a project and select a document.
2. Click the General tab and configure the fields, options, and lists as necessary.
3. (Optional) Click the Description tab and enter a description in the field.
4. Click the Related Items tab to assign related items to the document.
5. Click Save.

Tips

You can also click Edit Details in the My Documents portlet of the Dashboards page.

Related Topics