Top  Previous  Next

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:

clip0434

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.