The Folders tab provides convenient tools for maintaining folders and their corresponding users and groups. To view these options, select the Folders tab. The folder structure of the project can have an unlimited number of levels and folders. Keep in mind the following:
For best performance, the recommended limit is 50 folders at each level, including the main level.
Folder names cannot exceed 75 characters.
Folder names must not contain the following characters: \ / : * ? " < > | and have no additional spaces at the end of the name.
The folders screen provides several maintenance tools, including:
Tools |
Icon |
Delete Folder |
|
Add Folder |
|
Copy Folder |
|
View Folder Permissions |
|
Rename Folder |
|
Inherit Permissions from Parent Folder |
|
Set Default Sort Order |
|
Upload Files |
|
Click 
Add Folder
under the desired parent folder.
Type a name for the folder in the text field that appears.
Folder names cannot exceed 75 characters.
Folders must not contain the following characters: \ / : * ? " < > | and must not have extra spaces at the end of the name.
Only System Administrators and Project Administrators
can add a folder to the top-level project folder.
Click
the Delete icon 
to remove a folder
or subfolder from the project (if permitted). Deleting a top-level
folder also deletes any subfolders it may contain
Click OK at the prompt, confirming that you wish to delete the folder.
The Folder Copy feature enables Project and System Administrators to duplicate an existing folder, or folder structure, and implement it within the same, or different, project. This feature only copies the folder structure, and not files within the folders. It is accessible by doing the following:
Click the Copy
Folder icon 
next
to the folder you want to copy. The Copy Folder window
will appear.
Begin to type the name of the destination project in the Select Project field. After the first 3 letters, numbers of projects will appear for your selection.
The folder structure will appear in the Select Folder area. Use the radio buttons to choose what the destination folder will be.
Check the Inherit destination folder permissions checkbox, if needed. Permissions will not be inherited if the root of the folder structure is copied.
Click the Copy Folder Structure button. A confirmation dialog will appear. To continue, click OK; to make changes, select Cancel.
A dialog will appear, asking you to name the copied folder. When done, select OK.
A confirmation message will appear at the top of the Copy Folder window.
Click on the hyperlinked text to open the destination project. Your copied folder will be available within its chosen destination folder.
Click the view folder permissions
icon 
next
to the desired folder name. A list of project users with permissions to
that folder displays on the right panel, facilitating the editing of group
permissions.
Click a user’s name to display their contact information,
group membership and event history.
Click 
next to a group’s
name to view an expanded list of permissions for that group. Folder permissions
for an individual user can be edited through the Manage Permissions
screen.
Click 
if
you would like this new folder to Inherit permissions from its parent
folder. The inherited permissions will override the existing permissions.
This is a one-time action; it does not cause the child folder to inherit
future changes in the parent folder’s permissions.
Click
the Rename Folder icon 
next to the
folder you want to rename.
Internet Explorer setting may cause an ActiveX
bar (yellow toolbar) to display, prompting you to allow the naming
dialog box to display. Click the toolbar and select to temporarily
allow scripted windows.
Enter the name and click OK.
The standard order for files in a folder is
ascending alphanumeric, based on the file name. You can modify the default
sort order of files in any folder. Click the 
icon
beside the file folder you want to sort to summon the file sort order
panel (This icon will only appear beside populated folders). From this
panel you can choose an option from the dropdown list, or use the buttons
on the right of the Custom Sort window to arrange files in a custom
default sort order.
Users may temporarily re-sort the files (for their
own view). The folder will revert to the default sort order once they
leave the folder.
The reordering of default folders and project folders is allowed in the project’s Folders tab by dragging and dropping. A folder’s existing location determines the possible changes; a top-level folder can only be reordered within the top level; a child folder can only be reordered within its parent. Click Save Folder Order to keep any changes you make.
The upload file feature allows an administrator the convenience of uploading files to a folder while in the management area of a given project.
