How to Work with Folders and Documents › How to Create a Folder

How to Create a Folder

Folders can stand alone and can contain documents, or a folder can serve as a top-level folder that contains subfolders. Both top-level folders and subfolders can contain documents.

To view the list of folder actions, from a Knowledge Store or Document Manager page, click a folder Actions menu. Your access rights and permissions determine the actions that display. Only if you have the appropriate access for a particular action, that action appears in the Actions menu for a folder.

You can create subfolders for a top-level folder, and subfolders for a subfolder. When you create a subfolder, the application automatically gives read/write access to that subfolder to those resources you selected at the top level. These resources are named participants. You can select individual resources from the existing participant group and can give access to more users.

Create a Folder for a Project or Program

This procedure explains how to create a folder for a project or a program.

Follow these steps:

1. Open Home, and from Portfolio Management, click Projects or Programs.
2. Open the project or program, and click Collaboration.
3. Select New Folder from the folder Actions menu.
4. Complete the requested information and save your changes.

Create a Folder for a Resource

This procedure explains how to create a folder for a resource.

Follow these steps:

1. Open Home, and from Resource Management, click Resources.
2. Open the resource or role, and click Document Manager.
3. Select New Folder from the folder Actions menu.
4. Complete the requested information and save your changes.