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Create and modify a group’s projects

Last update: Wed Aug 21 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

When you are viewing a group that you manage in the Groups area, you can view and work with its projects in the following ways:

  • Create a new project for the group
  • Edit, export, copy, or delete a project

If there are any groups above your group, their administrators can also do these things for your group. The same is true for Workfront administrators (for any group).

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following to perform the steps in this article:

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Workfront plan* Any
ÃÛ¶¹ÊÓƵ Workfront license*

Plan

You must be a group administrator of the group or a Workfront administrator. For more information, see Group administrators and Grant a user full administrative access.
Object permissions

  • The project must be associated with the group or any of its subgroups.

    For information about assigning a group to a project, see Manage information in the project Overview area.

  • Also, you must have permissions to edit the project, either because you created it or it was shared with you.

    For information on requesting additional access, see Request access to objects.

NOTE: When you create a project from a group's page, the system assigns the project to that group. This is different from creating a project in other Workfront areas, where the system assigns the project to the Home Group of the user who creates it (the Project Owner).

*If you need to find out what plan or license type you have, contact your Workfront administrator.

View, work with, and create projects for your group from the Groups area

  1. Click the Main Menu icon Main Menu in the upper-right corner of ÃÛ¶¹ÊÓƵ Workfront, or (if available), click the Main Menu icon Main Menu in the upper-left corner, then click Setup Setup icon .

  2. In the left panel, click Groups .

  3. Click the name of the group for which you want to create, view, or work with projects.

  4. In the left panel, click Projects to view a list of the projects associated with the group.

  5. Do any of the following:

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    Work with a project

    Select the project, then use the toolbar buttons to edit , share , or delete it .

    For more information about these activities, see Manage projects: article index.
    Create a new project for the group

    1. Click New Project, then select an option in the drop-down menu to indicate how you want to create it.

      For more information, see the section Ways to create projects in the article Create a project.

    2. Type a name for the project and configure it, as explained in Edit projects.

    Project preferences that are set for the group affect all projects that you create in the Groups area. For more information, see Configure project preferences for a group.
    Export the list of projects Click the Export icon in the toolbar above the list.
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