About Documents

A document is a file or work product that you create and add to your Primavera work environment. The application provides document management capabilities that enable you to store, organize, manage, and access documents in a secure environment. The available document management functionality depends on your configuration. When the content repository is configured, the complete set of advanced document management capabilities is available, including uploading images from P6 for Android and P6 for iOS, check in, check out, and document reviews. When the content repository is not configured, a limited set of document management features is available, such as adding, deleting, and relating items to documents.

When an optional content repository is installed, P6 supports different classes of documents: project and private. Project documents are documents that you relate to a project via P6. Only users with the necessary securities can edit project documents. Private documents are documents that you add to P6 for your own use. Private documents are not associated with any project and are available only to you.

Note: Cloud only. Documents are scanned for viruses on upload to the content repository. If a virus is detected, the document is removed, a notification is displayed, and the uploading user is emailed the details. If a virus is detected during check-in, only the infected version of the document is removed.

When the content repository is not configured for use with P6, you can perform limited actions on project documents only, and private documents are not available.

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