Moving a Project Under Another Project
Updated
Overview
In Project Management, you can move an existing Project or Sub-project under another Project from the same portfolio. A Project being moved will essentially become a Sub Project but retain its properties and contents, including tasks, Sub-projects, automations, activity log, collaborators and files.
Permissions
Only Portfolio Owners and Admins have the permission to move Projects. Users with View only permissions cannot perform this action.
Move Projects
1. Navigate to the Portfolios window and open the Portfolio containing the Project/Sub-Project you wish to move.
2. In Sheet view, click the Options icon next to the Project/Sub-Project name and then select Move.
3. In the Move Project popup window, hover over the Project/Sub-Project under which you wish to move current Project/Sub-project. Select Move Under.
4. You will recieve an on-screen notification once the action is complete.
Note: The collaborators on the new parent project will be automatically added to the moved project as well once the project has been moved.