Creating project folders

Create folders to logically group related projects, such as projects belonging to the same financial year, reporting entity, or geographic region.

Before you begin

Ensure that you are logged in with a user account that has sufficient access to create folders.

Procedure

  1. Navigate to the Projects page.
  2. Click Create folder.
  3. In the Folder name field, enter a unique name for the folder.
  4. Click Save.

Results

The folder is created and appears in the project list. You can now move projects into the folder using drag-and-drop.

What to do next

Note: Folder names must be unique across the application. The application does not restrict the use of special characters in folder names.