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Create a Project Folder

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As new projects are started, and more teams are formed, creating additional Project folders will be critical to maintaining organization within your Egnyte account. Below, you'll learn who can create Project folders and how to add a new Project folder. We'll also give you some best practices for setting up, sharing, and managing your Project folders by persona.

Who Can Create Project Folders

Administrators and Power Users with Owner permissions or the “can manage projects role” can create a project folder or convert an existing folder to a Project folder.

Project folders are available in the Platform Enterprise Lite and Platform Enterprise plans or the Project Control Add-On.

Create a New Project Folder

  1. Navigate to the folder you'd like to create a Project folder within.
  2. Click Create ↓ and select Project from the drop-down. This will create a blank project folder.

    AEC_Create_Project_Folder_1.png

    Domains with the Project Control Add-on enabled can also select the From Template option if they wish to create a complete project folder structure with templatized permissions.

    AEC_Create_Project_Folder_3.png

  3. Enter the Project name and choose a Project Status. You can optionally populate the other project folder metadata including Project ID, Customer name, Project description, Address, and more.

    AEC_Create_Project_Folder_2.png

  4. Select Save to create your project folder.

Convert an Existing Folder to a Project Folder

  1. Navigate to the folder you'd like to convert to a Project folder.
  2. Click More ↓ and select Mark as project from the drop-down.

    AEC_Create_Project_Folder_5.png

  3. Enter the Project name and choose a Project Status. You can optionally populate the other project folder metadata including Project ID, Customer name, Project description, Address, and more.

    AEC_Create_Project_Folder_4.png

  4. Select Save to save your changes.
  5. Now you're ready to manage and share your project folder so other users can access it.
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