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KimberlyHo1
New Participant
January 25, 2023
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Moving Programs

  • January 25, 2023
  • 1 reply
  • 1178 views

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

    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.

    1 reply

    Madalyn_Destafney
    Madalyn_DestafneyAccepted solution
    New Participant
    January 25, 2023

    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 : )
      K
      KimberlyHo1Author
      New Participant
      January 25, 2023

      THANK YOU!!

        Madalyn_Destafney
        Madalyn_Destafney
        New Participant
        January 25, 2023

        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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