These actions are shown in the tools menu of a page, if

• the page is a projectdoc document (except Refresh Page Tree which works on plain pages)
• the user has edit permissions on that page
• the user is member of a required group

All of the above conditions have to be met.

You may want to check your caches if your Ancestor searches (see Search Tips) do not display the assumed results. In case of the downstream ancestor search (from parent to child) check if your document provide valid values for the AncestorTypeNames property. If not, you need to refresh the pages (i.e. the projectdoc Document Cache).

If you encounter difficulties with the upstream search ancestor (from child to parent), refreshing your projectdoc Doctype Cache should be sufficient.