Figure 1
Figure 2
The Projects tab of the Corporate Portal includes the ability to set up folders. This is useful if you have a large list of projects and want to introduce folder organization to keep a clean list.
Folder names can be based on any naming convention that makes sense. For example, projects can be organized by program, by administrator, by time period, etc. Additionally, you can set up folders within folders, allowing for layers of organization.
To create a new folder, go to the Projects tab of the Corporate Portal, followed by selecting New Folder on the top of the page. Enter your folder name, followed by selecting Add folder (Figure 1). The folder will now appear at the top of your project list.
To add a folder within a folder, select the folder and repeat the above steps.
Once you've created your folders, you can move existing projects into those folders. Locate a project on your list, mouse over it, and on the right-hand side, locate the Actions button and select it. On the menu, select Move (Figure 2), followed by indicating the destination folder.
You can separately create new projects and associate them automatically with folders. To do so, navigate to the destination folder, followed by selecting the New Project button on the top of the page. The project will automatically be stored in that folder once you create it.