How to move Lessons Learned

It is possible to move a Lesson Learned from one object (Project, Portfolio folder, Work Package) to another.

  1. Log in to the HTML5 client.

  2. If you want to move Lessons Learned:

    1. At the Project level, select a project in the selector, and then select the Lessons Learned tab available in the Administration workspace.

    2. At the Portfolio level, select a portfolio folder in the selector, and then select the Lessons Learned tab available in the Portfolio Work Management workspace.

    3. At the Work Package level, select a work package in the selector, and then select the Lessons Learned tab available in the Work Package Work Management workspace.

In the Lessons Learned tab – Inbox mode

  1. Select the Inbox mode (viewmode_activeinboxtray22_md.png).

  2. Select a Lesson Learned in the Lessons Learned List panel.

  3. In the Lessons Learned Details view, click on the More (MoreVertical) button and select the Move command.

  4. Select the object to which you want to move the Lesson Learned: Project, Portfolio folder, or Work Package.

  5. Select the object in the list.

In the Lessons Learned tab – Grid mode

  1. Select the Grid mode (viewmode_activegridtable22_md.png).

  2. Select the Lesson Learned you want to move.

  3. Click on the Move (MoveGrey) button, and select one of the following commands:

    1. Move to Portfolio Folder

    2. Move to Project

    3. Move to Work Package

  4. Select the object in the list.