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lmcintron
Level 2
April 30, 2025
Solved

Moving projects between portolios

Does anyone know if there is any risk to data loss if we move projects from one portfolio to another?  Currently our setup is that most projects live under one portfolio and we would like to move projects into portfolios that make more sense (e.g move a project from the Information Services portfolio to the Marketing portfolio).  

 

Any assistance would be appreciated.

 

Thank you

 

Lyndsy-Denk
Lyndsy-DenkAccepted solution
Level 3
May 1, 2025

We move projects all the time. In regards to any data loss, you don't retain any history around where the project used to live. Also note that, the projects won't retain any inherited permissions or configurations that it gained from the original portfolio or program. It will, of course, retain sharing permissions set at the project level.

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Lyndsy-Denk
Lyndsy-DenkAccepted solution
Level 3
May 1, 2025

We move projects all the time. In regards to any data loss, you don't retain any history around where the project used to live. Also note that, the projects won't retain any inherited permissions or configurations that it gained from the original portfolio or program. It will, of course, retain sharing permissions set at the project level.

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