My Projects

The My Projects folder contains Projects you have created in your personal workspace, along with shortcuts to other Active Projects you have been invited to work on.  In addition, you will see Projects with a state of Due Diligence or Planning if you are the Project Manager.

There are two types of projects:

Personal Projects

All projects that live under your My Projects folder are personal projects and are not included in enterprise reports.  You can use drag and drop to move a project that has been created under your personal My Projects folder to an Organizational Unit as indicated below.

Corporate Projects

Corporate projects live in the Projects folder under an organizational unit .  These projects are included in enterprise project portfolio reports.

 

Project Icons

There are three types of project icons

  1. Standard Project Icon - Indicates that the project lives in this location.

  2. Closed Project Icon - Indicates that the project is marked closed.

  3. Shortcut Icon - Indicates that the project lives in another location.

 

How to create a corporate project

  1. Expand the target organizational unit folder by clicking on the plus sign in the left side tree view.

  2. Right click on the Projects folder and select New Project.

  3. Name the project and fill in the other fields where required.

  4. Click Save.

  5. A message will appear indicating that your project has been created.

  6. Click Yes to invite yourself and/or others to the project using the Invite/Manage Members dialogue.

  7. Add yourself to the roster with a defined role.  Note: this will place a link to the project in your My Projects folder represented by a project shortcut icon.

 

How to create a personal project

  1. Right click on your My Projects folder and select New Project.

  2. Name the project, fill in the other fields where required.

  3. Click Save.

  4. A message will appear indicating that your project has been created.

  5. Click Yes to invite yourself and/or others to the project using the Invite/Manage Members dialogue.

  6. Add yourself to the roster with a defined role.  Note: The project will appear in your My Projects folder with an open project icon.

 

How to move a project

  1. Left-click on the icon for the project you wish to move.

  2. Hold the left mouse button while dragging the project to the destination project folder.  During the move your mouse cursor will change to a box with a plus sign.

  3. When you have dragged the project to its new location, release the mouse button.

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