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Create a Folder

Create a folder

Step 1. Navigate to the Project Management Dashboard or to an existing folder.

Step 2. In the section Folders, click plus-teken02, a dialogue box appears:

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Dialogue box Add a folder

 

Step 3. Fill in the dialogue box:

▪Enter the folder name and description.

▪Use the check boxes to determine the folder properties:

•Folder support: check to show the section folders (and allow subfolders)

•Programme support: check to show the section Programmes

•Project support: check to show the section Projects

•MSP support: check to show the section MSP
Note: the 'MSP Support' function is an old function in Fortes Change Cloud. If you do not work with this module you can leave it as 'no'.

▪Add users to the folder roles (see Working with Roles)

Step 4. Click OK, the folder is now created.