Related Items Tab of the Document Details Page or Dialog Box (without content repository)

Overview

Use this section to view all items that are related to the document. Related items can include activities, documents, WBS, or issues.

Screen Elements

Relate Activities or WBS

Enables you to select an activity or a WBS to associate with the currently selected document.

Relate Issues

Enables you to select an issue from a list of issues in a common dialog box to relate to the currently selected document.

Relate Documents

Enables you to select a document from a list of documents displayed in a common dialog box to relate to the current project document.

Delete

Removes the document from the list.

Name field

The name of the related item, including activities and WBSs, issues, and other related documents.

Description field

A detailed summary for the item.

The description provides more information than short names or titles. It can give background information or establish a purpose for the item. These details help differentiate between items with similar names and are especially useful in multi-user environments.

Tips

Documents assigned to activities are visible to team members using P6 Team Member.

Getting Here

Click Projects.
On the Projects navigation bar, click Documents.
On the Documents page:
1. Expand a project and select a document from the left pane.
2. Click the Related Items tab.

Related Topics