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:
- Click Projects.
- On the Projects navigation bar, click Documents.
- On the Documents page, click the Project tab.
- On the Project tab, select a project to which you will add the folder and click
Add Options
Add Folder.
- In the Add Folder dialog box:
- Enter a name in the Folder Name field.
- 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.
- Click OK.
Tips
- You can also create document folders from the My Documents portlet of the Dashboards page.
Related Topics
Working with Documents with a Content Repository
About the Document Content Repository
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
Last Published Tuesday, March 26, 2024