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:

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 to which you will add the folder and click Add Options and select Add Folder.
4. In the Add Folder dialog box:
   1. Enter a name in the Folder Name field.
   2. 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.
   3. Click OK.

Tip:

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