Projects

The project can reside in a personal workspace, or within an organizational unit workspace.  In either case, projects are always located within a projects folder.  

An Overview of TeamHeadquarters Projects

Does location matter?

Yes.  Any projects that are located in a user's My Projects folder can not be included in Enterprise Project Portfolio Reports.   

The different project icons

• represents an open project.

• represents a closed project.

• represents a shortcut to an open project.  This icon will likely be the most common for each user's My Projects folder, since the actual projects are usually located under an  organizational unit.  When these projects are closed, the project shortcut icon will be removed from each user's My Projects folder.

The project menu

How to create a new project

Projects can be created in any projects folder.

1. Right-click on the target Projects folder under an Organizational Unit or the My Projects folder in a personal workspace.

2. Select New Project from the pop-up menu.

3. Enter the required information.  

4. Click Save.

5. Invite project members by clicking OK, when prompted by this message.

How to move a project

Projects can be moved to any projects folder using drag-and-drop.

1. Click and hold directly on the icon for the project you wish to move.

2. Move your mouse over the target projects folder.  Note that you can scroll up, down, left, or right by hovering over scroll bar arrows while you hold down the mouse button if the target folder is out of view.

3. Release the mouse button.  

4. Click Yes in the confirmation window.

5. The project will be moved to the target folder.