Start, Move, or Archive a Project

Top  Previous  Next

It is possible to move a project to another folder or to the archive. Depending on your configuration it is also possible to start a project in a folder; projects started in a folder will have no reference to a portfolio.

 

Start a project from a folder

Step 1. Navigate to the folder, to the section Projects, click plus-teken02, a dialogue box appears:

dialog start project from folder

Dialogue start project from a folder

 

Step 2. Enter the details:

Name: the name of the project

Objective: the objective of the project

Project Model: select the Project Model to be used for the project.

Start Date: moves the planning in the Project Model (if available) to this date.

Add project members: add users to the project roles.

 

Note: See Creating or moving models to see the details of which models are available at selection and how to change this if necessary.

 

Step 3. Click OK, the project is created and appears in the folder.

 

Move a project from folder to folder

See Moving Items.

 

Archive a project

See Working with the Archive.

Note: Projects have to be archived in a folder separately from archiving in the portfolio. This is because archiving in a folder or portfolio is usually done form a different perspective.