Creating Document Templates

If P6 is configured to use the content repository, you can create document templates that you can use as a foundation when adding new documents.

To create document 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 Create New Template.
In the Create New Template dialog box:
1. Select a file and select Open.
2. Select Upload.
On the Project tab, click the General tab.
On the General tab:
1. Enter a name in the Title field.
2. In the Security Policy list:
  - Select Read Only to prevent other users from editing the template.
  - Select Shared to allow other users to view, move, edit, and delete the template.
  - Select Personal to prevent other users from accessing the template.
3. Click Save.

Tip

You can also create document templates from the My Documents portlet of the Dashboards page.
You can make a document you have already uploaded into a template by selecting the Template Document option on the General tab.