Moving Programs

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

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Best answer by Madalyn_Destafney

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.

Accepted solution

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.

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

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

Level 2

THANK YOU!!

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 : )

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