Project Folders and Organisation
Project folders are purely for navigation — they do not change the data inside each project. Use them to group by client, region, year, phase, or whatever your business requires.
Creating a Folder
- In the Projects view, click New Folder on the toolbar.
- Name the folder (e.g. "2026 Tenders").
- Optionally choose a parent folder for nesting.
- Pick an icon and colour.
Moving Projects
| Action | How |
|---|---|
| Single project | Drag onto a folder. |
| Multiple projects | Select with Ctrl+Click / Shift+Click, then drag. |
| Alternative | Right-click → Move To Folder… |
Folder Metadata
- Name, description, colour, icon.
IsSystem— system folders (like a default "Unfiled") cannot be deleted.SortOrder— drag-sort siblings.
Permissions on Folders
Folders can be restricted via FolderAccessControl / FolderUserPermission records. See 15.2 for the admin view.
Permissions on a folder cascade to all projects inside unless explicitly overridden at the project level.
Deleting a Folder
You cannot delete a folder that still contains projects or sub-folders. Move or delete contents first.