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Utilizing the Folder Tree

Overview

The item type "Package" can be used as a folder by default.
Folders are displayed on the "Folder Tree" (Figure ① below) on the left side of the project management screen.
The folder tree displays a simple WBS showing only folders.

When you select a folder in the folder tree, the WBS under the selected folder is displayed on the Gantt chart.

  • Because only a specific part of the project is displayed, even large-scale projects can be managed in a simple manner on the screen.
  • You can efficiently edit and view projects by switching selected folders as needed.

This chapter introduces how to utilize the folder tree.

Filtering Display Targets in the Folder Tree

By selecting the target folder in the Folder Tree , you can filter the displayed WBS.

Displays only the WBS of the selected folder.

Managing Folders

You can specify the target folder in the Folder Tree and edit, add, or delete folders.

  • Adding a Folder
    Right-click the folder and select "Add Subitem" - "Package".
    A new folder will be created under the selected folder.

  • Deleting a Folder
    Right-click the folder and select "Delete".

Folders containing work items with actual usage cannot be deleted.
  • Modifying a Folder Right-click the folder and select the appropriate operation below.
No.ItemDescription
1RenameRenames the folder.
2Change ColorChanges the color displayed to the left of the folder in the WBS.
3Mark as CompleteSets the progress rate to 100%, including all sub-work items.
4Revert to IncompleteSets the progress rate to 0%, including all sub-work items.