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Start, Move, or Archive a Project |
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 , a dialogue box appears: 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. 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 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.
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