How to move an Action to another Project, Portfolio, or Work Package

Actions that are already created and related to a specific object can be moved to another Portfolio, Project, or Work Package.

Settings

The steps described below are the ones when the Enable Work Items Home Page Charts option is enabled by the Administrator in the System Settings workspace, Work Management Settings folder, Global Options tab.

  1. Log in to the HTML5 client.

  2. Select:

    1. The Work workspace, Work Items tab, if you want to move an Action related to a Project.

      Then select a Project in the Project Data Selector.

    2. The Portfolio Work Management workspace, Work Items tab, if you want to move an Action related to a Portfolio.

      Then select a Portfolio Folder in the Data Selector.

  3. Click on the number of open Actions in the upper right corner of the Actions Chart section to open the Work Item full screen view, Inbox tab.

  4. Select an Action in the Work Items List panel.

  5. In the Work Item Details view, click on the More (MoreVertical) button and select the Move command.

  6. Select the Object (Project, Portfolio, or Work Package) to which the Action must be moved.

  7. In the list select the Object Name.

  8. Click on the (search_clear22_md.png) button to close the full screen view.