Grouping Projects
If you manage a large library of projects, one way to keep organized is to group several projects together into what is a projects folder. For example, group projects by year, business unit, or any other way that makes sense for your business. Grouping projects does not change any of the underlying projects - it's an organizational aid.
In this article we'll learn how to:
Group projects
To create a new grouping, click the red "New" button on the main project view, and select "New project folder":
Add/remove projects from a grouping
To add a project to an existing grouping, simply drag and drop a project poster onto the grouping you wish to add it to.
To remove a project from a folder, click into the folder, and drag and drop the poster onto the "Projects" folder on the breadcrumb trail.
Delete a grouping
Select the kabob menu on the grouping, and click "Delete Folder":
If the grouping folder contains any projects, a modal will appear to ask where you would like to relocate the projects contained within the grouping:
