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:

1. On the Navigation Menu, expand Projects and click Documents.
2. On the Documents page, click the Project tab.
3. On the Project tab, select a project and click Add Options and select Copy from existing template.
4. In the Select a Template to Copy From dialog box, select a template and click OK.
5. On the Project tab:
   1. Click the General tab and enter a name in the Title field.
   2. Click and configure each tab as necessary.
   3. Click Save.

Tip:

You can also create document templates from the My Documents portlet of the Dashboards page.