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Project Folders

Updated

CES Administrators can create, edit, and delete project folders to better control how projects are organized. Project folders are not permission driven and cannot be used to filter projects available to users, nor are Project Folders used as a filtering option in reporting. Project folders can only be utilized by CES Administrators.


Manage Project Folders

  1. Create a New Project Folder
    1. Account > Project Folders.
    2. Click + Add New Folder.
    3. Give your folder a name.
    4. Click Save.

  2. Edit a Project Folder
    1. Click the Edit Icon to the right of the folder you wish to edit.
    2. Make changes to the folder name.
    3. Click Save.

  3. Delete a Project Folder
    1. Click the X to the right of the folder you wish to delete.
    2. Delete & Remove from Projects.
      1. Select this option if you have projects assigned to the folder you are deleting, and you do not want to reassign them to a different folder. These projects will no longer be assigned to a folder.
      2. Click Delete & Remove from Projects.
      OR
    3. Delete & Reassign.
      1. Select this option if you have projects in the folder you are deleting and want to move them to another folder upon deletion.
      2. Assign project(s) in folder to:
      3. Select a folder from the drop down.
      4. Click Delete & Reassign.

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