Search Help:

Saving a Project

You can add or save an imported project to the database.

To save a project:

  1. In the Projects view, select the project that you want to save or select an empty project row.
  2. In the Projects group, click Save or Save As. The Save Project dialog box opens. The Save Project dialog box allows you to insert the project into your portfolio hierarchy at any level.
  3. From the hierarchy, select the position where you want to insert or save the project. You can rename the project if required in the Project Name box.
  4. Click Save.

See also

Creating a Portfolio Hierarchy

Legal Notice Privacy Statement Copyright © Intaver Institute Inc., 2002-. All Rights Reserved.