Assigning Related Items to Documents
Managing the Schedule > About Documents > Working with Documents with a Content Repository > Configuring Document Details
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, click the Project tab.
- On the Project tab:
- Expand a project and select a document.
- Click the Related Items tab.
- On the Related Items tab:
- To relate activities or WBSs, click
Relate Activities or WBS and select activities or WBSs from the dialog box.
- To relate issues, click
Relate Issues and select issues from the dialog box.
- To relate documents, click
Relate Documents and select documents from the dialog box.
- To relate activities or WBSs, click
- On the Project tab, click Save.
Tips
- You can also click Edit Details in the My Documents portlet of the Dashboards page. Expand the Related Items section on the Details of page of the Documents page to assign related items to documents when your content repository is not configured.
- Documents assigned to activities are visible to team members using P6 Team Member.
Related Topics
Last Published Tuesday, March 26, 2024