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Planview Customer Success Center

Add Shared Workbooks Folders

Top-level folders inside the Shared Workbooks folder must be created by Plutora Support.

Once a folder has been created at the top level, anyone with permissions can create a subfolder inside that folder.

Add a Folder inside a Shared Workbooks Subfolder

To create a subfolder inside a top-level Shared Workbooks folder:

  1. Go to Reporting > Analytics.
  2. Click to open Shared Workbooks.
  3. Click to open a top-level folder inside Shared Workbooks. 
  4. Click to select Project from the New drop-down menu.
    New-folder-plutora-analytics-Mar-31-2021-new.png