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Moving Programs

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Level 2

Is it possible to move entire Program (projects, documents, custom forms) to a different portfolio.  I'm no seeing a way. 

1 Accepted Solution

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Correct answer by
Community Advisor

Hi there, you would go to the portfolio you want the program to move to. Go to the Programs tab of that portfolio > new program > existing program.

MadalynD_0-1674669216601.png

 

This lets you move all that program's projects/info into a different portfolio.

If this helped you, please mark correct to help others : )

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3 Replies

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Correct answer by
Community Advisor

Hi there, you would go to the portfolio you want the program to move to. Go to the Programs tab of that portfolio > new program > existing program.

MadalynD_0-1674669216601.png

 

This lets you move all that program's projects/info into a different portfolio.

If this helped you, please mark correct to help others : )

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Community Advisor

No problem! It's not that intuitive to find. Please mark my answer correct to help others : )

If this helped you, please mark correct to help others : )