Copying Documents from Existing Templates
If P6 is configured to use the content repository, you can copy documents from templates to add a new document based on an existing template.
To copy documents from templates:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab, select a project and click Add Options and select Copy from existing template.
- In the Select a Template to copy from dialog box, select a template and click OK.
- On the Project tab:
- Click the General tab and enter a name in the Title field.
- Click and configure each tab as necessary.
- Click Save.
Tips
- You can also create document templates from the My Documents portlet of the Dashboards page.
Related Topics
Working with Documents with a Content Repository
About the Document Content Repository
Adding Documents to a Project and Storing Them in the Content Repository
Adding Documents to a Project from the Content Repository
Last Published Tuesday, March 26, 2024