Moving an item

You can move items around in the item heirarchy. The simplest way to move a single item is to drag-and-drop the item into the location in the heirarchy that you want it to be.

The Move Investment dialog lists all items that you are authorized to view. The items are displayed by default in a tree view that you can navigate just like the navigation pane in the Projects module. When you select an item for a report or a notification, the selection applies to that item and all items below it in that branch of the tree view. When you select an item for include/exclude or self-allocating activities, the selection applies only to that item.

You can also enter in a word or phrase and click Search to display a list of items that match your search criteria. You can easily alternate between the tree view and the search results by clicking the Show Tree or Show Search Results, depending on the current view.

To move an item

  1. Open the Projects module.
  2. In the items tree, select the item you want to move, right-click and select Move/Copy.
  3. In the Move/Copy Investment dialog box, select the location in the items tree under which the item will be moved.
  4. Click OK.