Moving items

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PTB gives a lot of flexibility when it comes to moving items. These items can be f.e. project, folders, portfolios, portfolio items of entire organisational units. The move function can be found throughout PTB and is located in the header of dashboards.

 

To move an item, follow these steps:

 

Step 1. Navigate to the desired dashboard and select the line of the respective item you want to move.

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'Hiring of IT staff' is selected (highlighted in blue)

 

Step 2. When the line is selected, click Move, and a pop-up appears.

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The Move button located on the top of dashboards

 

Step 3. Select the correct OU and optionally the correct map, click OK.

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The target location for moving object can be set

 

 

Note: all related data (such as entries and log items) are moved as well.