Hub 2020.1 Help

Manage Project Assignments

The primary purpose of an organization is to collect and manage projects that are related to each other. To assign projects to organizations, you can either update these assignments in the project settings or manage multiple project assignments directly in the settings for each organization.

Projects can only be assigned to a single organization.

To add a project to an organization:

  1. Open the Organizations page.

  2. From the list, select the organization to which you want to add a project.

  3. Select the Projects tab.

  4. Click the Move project here button in the toolbar.

    List of projects that can be added to the organization.
  5. Select the project from the list.

    • The selected project is associated with the current organization.

    • The project is grouped with the current organization in the Projects list.

If a particular project is no longer associated with a specific organization, you can update the record in Hub in one of the following ways.

  • You can move the project to another parent organization. You can update this assignment in the settings for the project or use the procedure described above to move the project to a different organization.

  • You can remove the project from its current organization and manage it independently. Again, you can either update this assignment in the project settings or use the following procedure to remove the project from the organization directly.

To remove a project from an organization:

  1. Open the Organizations page.

  2. From the list, select the organization from which you want to remove a project.

  3. Select the Projects tab.

  4. Select the projects that you want to remove from the organization.

  5. Click the Remove project button in the toolbar.

    Option to remove selected projects from the current organization.
  6. Select the project from the list.

    • The selected projects are removed from the current organization.

    • The projects are in the section for independent projects on the Projects list.

Last modified: 15 July 2020