Moving Programs

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

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

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 : )

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.

Translate

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

Level 2

THANK YOU!!

Translate

Community Advisor

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

Translate

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

Sign up