Post

4 followers Follow
0
Avatar

How do i remove a project from a portfolio ?

I have a project that was created as a sub project. It is active and has effort reccoreded against it.

I need to move it out from the Parent project and make it a project in its own right

 

Ian Anthony Answered

Please sign in to leave a comment.

5 comments
Date Votes

0
Avatar

Hi Ian,

All you need to do is click on the project you want to move, and then click on "Misc" and then "Move". Please refer to my screenshot as a reference.

Tom Do 0 votes
Comment actions Permalink
0
Avatar

Can you please repost this screenshot? I am having trouble with this. 

Chana Lewis 0 votes
Comment actions Permalink
0
Avatar

This action may be in "Utilities" for you. You can use "Move" to send it to another portfolio if you have the right permissions or use "Detach" to remove it from the parent and make it a stand-alone project.

Josh Santos 0 votes
Comment actions Permalink
0
Avatar

How can I move child projects out from the parent project if I don't have the "Other Actions" option under Utilities in the Work Plan?  I don't need to move the child projects to another portfolio, simply delete the parent project without deleting the child projects.  I've checked under System Settings for a feature, but didn't see anything.  PLMK.

Matt Bures 0 votes
Comment actions Permalink