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:

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 Create New Template.
4. In the Create New Template dialog box:
   1. Select a file and select Open.
   2. Select Upload.
5. On the Project tab, click the General tab.
6. 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.