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.
   • 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.