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

 

The project menu

 

In version 6.2, the project menu was reorganized.

 

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 copy an existing project

Projects can be copied and pasted in any projects folder.

  1. Right-click on any existing project and select Copy.

  2. Right-click on the target Projects folder under an Organizational Unit or the My Projects folder in a personal workspace and select Paste.

  3. Use the copy/paste confirmation dialogue to control which components of the project you wish to paste into the new project.

  4. Enter the required information.  

  5. Click OK.

 

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.