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.

  1. Log in to the HTML5 client.

  2. Select the Actions Center workspace, Actions Grid.

  3. Click on the Open button available on the right-hand side of the Action Name to open the Action Card.

  4. In the Action Card, click on the More (More_Vertical.png) button available in the upper right section, and select the Move command.

  5. In the Move the Action popup, select the Object (Project, Portfolio, or Work Package) to which the Action must be moved.

  6. In the list, select the Object Name.