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Moving Projects into Folders

Updated this week

Moving projects between folders is a simple process reserved for users with Project Management Rights. This guide will walk you through the steps to create a Folder and Move a Project.

Guide

Ensure that the Folder into which the Project is to be moved already exists. If not, first create the appropriate Folder.

Creating a Folder

  1. Select the ... button at the top of the Organization's projects List.

  2. Select the new folder option.

  3. Enter a Folder name and, if necessary, a destination Folder.

  4. Click on Create.

Move Project

  1. Open the Projects list.

  2. Scroll to the List of Organization's projects.

  3. Click on the ... menu next to the Project you want to Move.

  4. Select the Move option.

  5. In the next window, select the destination Folder.

  6. Click on Move.

The Project will now be moved to the selected Folder.

Optionally, you can Move multiple Projects by either marking the checkboxes and using the ... Function button at the top of the List or by simply dragging and dropping them.

Folder Restrictions

In the License management area, you can specify which Folders users have access to when managing Projects. If a user is assigned to a specific Folder, they cannot see or Edit Projects outside of this Folder in the List of Organization's projects.

Note: When a Project is moved out of a Folder, some users may no longer see it in the Organization's Projects list. However, if they are active members of the Project, they can still find it in their "My projects" List and continue working on it as usual. They just can no longer deactivate or Move it.

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