Workfront

KimberlyHo · 1/25/23

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

Madalyn_Destafney · 1/25/23

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.

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

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

Madalyn_Destafney · 1/25/23

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.

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

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

KimberlyHo · 1/25/23

THANK YOU!!

Madalyn_Destafney · 1/25/23

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 : )

Moving Programs