Add a Workspace

Add workspaces to categorize projects using similar data sets. Use sibling workspaces to represent those that are hierarchically equal and child workspaces to represent those that are subordinate. If you have already created a workspace with data and object configurations that will meet the needs of your new workspace, you can create a copy of the original workspace to revise.

To add a workspace:

In the object selector, select Workspaces, and then select View All Workspaces.
In the Workspaces inventory panel, in the table, select a workspace row.
Note: Do not select the Company workspace. You cannot create additional workspaces under the Company workspace.
Select  Add, and enter a Name, ID, and Description.
In the Parent Workspace field, select  Select, choose where the workspace will reside in the organizational hierarchy, and select OK.
(Optional) In the Copy From Another Workspace field, select a workspace to copy.
Select the Workspace Currency. The Exchange Rate field is automatically populated with the latest exchange rate and is read only.
Note: The default currency is the parent workspace currency. After cost data is entered, the currency is not editable. For more information on workspace currency, see Workspace Currency Overview.
Select Save.
In the inventory panel, select  Close.

Tips

To delete a workspace, you must be an application administrator. For more information on how to delete a workspace follow the steps in Delete a Workspace.
If you want to delete a workspace that contains an inherited CBS, you must delete the CBS and then reset the workspace CBS.
You cannot create workspaces directly under the root workspace.
You cannot add a workspace in the hierarchy between an existing parent and child workspace.
You can move a workspace within the same hierarchy after it is created. Workspaces can be moved by selecting the  Context menu, and then selecting Move up or Move Down. For more information, see Working with Workspace Hierarchies.

Next: Delete a Workspace