Creating Document Folders

If P6 is configured to use the content repository, you can create document folders as a method of document organization in a project.

To create document folders:

  1. Click Projects.
  2. On the Projects navigation bar, click Documents.
  3. On the Documents page, click the Project tab.
  4. On the Project tab, select a project to which you will add the folder and click Add Options Add Folder.
  5. In the Add Folder dialog box:
    1. Enter a name in the Folder Name field.
    2. In the Security Policy list:
      • Select Read Only to prevent other users from editing the folder.
      • Select Shared to allow other users to view, move, edit, and delete the folder.
      • Select Personal to prevent other users from accessing the folder.
    3. Click OK.

Tips

Related Topics

Working with Documents with a Content Repository

About the Document Content Repository

Creating Document Templates

Copying Documents from Existing Templates

Adding Documents to a Project and Storing Them in the Content Repository

Adding Documents to a Project from the Content Repository

Configuring Document Details

Checking Out Documents

Checking In Documents

Sending Email about Documents

About Document Reviews

Searching for Documents

Viewing Documents

Downloading Documents



Last Published Thursday, February 1, 2024