Project and Program Actions
You can manage projects and programs from the following locations:
Open the Navigator and select Projects > View all projects or Programs > View all programs. Actions are available from the table toolbar and from the right-click actions menu in table rows.
From the Navigator, select Project > Details or Program > Details.
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By default, programs are hidden from view. Contact your administrator to access programs in the Navigator.
Project Execution Actions
The following actions control project execution:
For more information, see the following topics:
Deleted Project Actions
The following actions are accessible to organization administrators and only available from the Organization > Reports table.
Undo the deletion of a project or program.
Remove content from a project or program that has been deleted. Once the content is removed, the project or program cannot be restarted.
Project Management Actions
For information about common actions such as View Information and Subscribe, see Actions Common Among Objects.
Modify project attributes such as the name, description, risk, status, and details.
Create a new part within the project.
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This action is not available for programs.
Create one or more new parts within the project.
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This action is not available for programs.
Create a new baseline. All plan activities are captured in the baseline.
Import previously exported project or program information.
Save the current project as a new one. You must provide a new name and select which objects, such as access rules or the folder structure, are copied.
Save the current project as a new template. You must provide a new name and select the objects, such as the folder structure and project plan, that are provided with the template.
Export the current context as a ZIP file that can then be used when creating a new project or program. You must provide a name and select the objects, such as the folder structure and project plan, that should be included in the exported template.
Export project information, such as documents and plan information, into a ZIP file to be stored on your local system.
Remove the project from the list of available contexts. Users can no longer view or access the project.
Add to Favorites
Mark the project or program as a favorite. You can filter the Projects and Programs tables to only show your favorites.
Remove from Favorites
Clears the project or program from your favorites.
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