Configuring Document Details
If P6 is configured to use the content repository, you can view and edit detailed information for private documents and documents you have privileges to modify.
To configure document details:
- 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 General tab and configure the fields, options, and lists as necessary.
- (Optional) Click the Description tab and enter a description in the field.
- Click the Related Items tab to assign related items to the document.
- Click Save.
Tips
- You can also click Edit Details in the My Documents portlet of the Dashboards page.
Related Topics
Working with Documents with a Content Repository
Assigning Related Items to Documents
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
Document Details Section of the Documents Page (with content repository)
Description Tab of the Document Details Page (with content repository)
General Tab of the Document Details Page or Dialog Box (with content repository)
History Tab of the Document Details Page or Dialog Box (with content repository)
Related Items Tab of the Document Details Page (with content repository)
Version Tab of the Document Details Page or Dialog Box (with content repository)
Assigning Related Items to Documents
Last Published Thursday, June 20, 2024