Whether you're expanding, contracting, or simply rearranging the Projects in your Portfolios, moving a project is a great way to relocate important information to a new location. Note that you must be a member of both the current and future Portfolios for this Project in order to move it.

Drag and Drop

The easiest way to relocate a Project is to drag it to the new desired Portfolio.

Project Settings

To Move a Project to a new Portfolio via Project Settings, hover over the Project in your sidebar to show the option dots. Open the option dot menu and select Move project.

You will be relocated to the Project's settings where you can select the new Portfolio this project should be moved to.

Note that moving a project into a new Portfolio will keep the current members of the project involved as well as automatically invite the Portfolio members of the new Portfolio to the project. Members of the Project will not be added to the new Portfolio.

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