Organizing Your Folders

To setup your Processes folders:

  1. From the Options menu select Setup.

    The Setup dialog box opens displaying the Processes hierarchy.

    Note: Links are not visible in the Setup module.

  2. To create a new folder, refer Creating Folders in Organizing Hierarchies.
  3. To arrange the links in a folder, select the folder and click Edit. The Links appear in the Links tab of the Folder wizard.
  4. To add, remove, and edit links, refer to Arranging Links in a Folder.

    Notes:

    • Links are not visible in the Setup module.
    • To add, remove, or edit links to a folder you must have Edit permission for that folder.
  5. To remove a folder, refer to Removing Objects and Folders in Organizing Hierarchies.
  6. To add a folder, refer to Adding Primavera Portfolio Management Elements in Organizing Hierarchies.
  7. To move a folder, refer to Moving Objects in Organizing Hierarchies.

Related Topics

Working with Processes

Showing/Hiding Process Descriptions

Selecting a Process Folder and Displaying Its Links

Adding Links



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Last Published Thursday, July 9, 2020