As part of the PIRS project set up using the project import sheet, the folder structure is set up based on your project requirements.
In case you need to modify or adjust this original folder structure or change access rights to folders, select the "Folder Administration" within your Project Administration area.
There you have the option to:
- Rename existing folders
- Delete existing folders
- Relocate existing folders
- Manage access rights to folders
- Create new folders manually
- Create new folders via Excel import
Rename, relocate and manage access rights to existing folders
To rename an existing folder or sub-folder, either double click the folder or first select it then click the "Edit" button.
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A new window will open allowing you to edit the specific folder settings. Following screenshot with highlighted numbers and the listed explanations illustrate the editing options:
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Create new folder(s)There are two ways you can create new folders.
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Delete folder(s)In order to delete a folder first mark the folder in question then click the "More" button and select "Delete" as illustrated in the following screenshot. A message box will ask you if you are sure that you want to delete the selected folder. |
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Please be aware that by deleting a folder you automatically delete all correspondence and documents stored within this folder. In case you delete a parent folder the message box will also point out that by deleting a parent folder you automatically delete all sub-folders. So deleting a parent folder will also delete the sub-folders and the documents and correspondence stored within the parent as well as the sub-folders. |
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Should you have deleted a folder precipitately and need to restore it, you are able to do so at the folder section of your Project Administration Recycle Bin. Select the recycle bin within your navigation area and click "Folders". The content area will display a list of all deleted folders and indicate whether or not the respective folder had a parent folder that was also deleted. A sub-folder can only be restored if the parent folder has been restored or wasn't deleted in the first place. In order to restore a folder first mark the folder than click the "Restore Folder" button. |