Creating Folders

The power of application folders lies in your ability to create and organize them to meet your specific workspace needs. You can set up a hierarchy of folders to match your logical organization within a workspace. When folders have been created, team members adding items to the workspace can select which folder the item should be stored in.

Note: If you do not have adequate permissions to create folders, you will not see the Create option.

TO CREATE A FOLDER:

1. Navigate to the workspace in which you want to create a folder.
2. On the Workspace Menu, click the name of the application in which you want to create a folder, then click Folder View.
   For example, if you are going to create a folder for workspace documents, click Documents, then click Folder View.
3. In the folder structure, click the name of the folder under which you want to create the new folder. If you have not added any folders to the hierarchy, the first folder you create is added under the default (root) file cabinet labeled with the application name.
4. Click Create above the folder hierarchy.
   A text box appears.
5. Type the name of your new folder the text box, then click OK.
   The new folder is added to the hierarchy immediately below the folder (or file cabinet) you selected..
   Note: PPM supports use of special characters in folder names, but be aware that using these may impact your ability to access those folders from outside of PPM. For example, if you use an ampersand (&) in your folder name, you will not be able to access the folder using DeskDocs. For more information, see Troubleshooting DeskDocs

Related Topics:

• Deleting Folders—How to delete folders in Changepoint PPM.
• Folders Overview—About folders in workspace-level applications.
• Moving Application Items into Folders—Move to move items into folders in Changepoint PPM.
• Moving Folders—How to move folders in Changepoint PPM.
• Renaming Folders—How to rename folders in Changepoint PPM.

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