Manage the Folder Structure in the File Module

Overview: manage folder structure

Folder structure editing in the Files module lets you create, rename, move, and delete folders like a file explorer, which is used to organize drawings, submittals, and project documents.

For copying structure from another project or importing a folder template, see the copy-folders guide.

Your role must be Manager or Admin.
You can find the menu at Files module - Folder Structure.
This changes folder layout and can permanently delete folders and all files inside them. System folders such as Reports cannot be removed.

Only users with the project role Manager or Admin can perform this action.Deleting a folder permanently deletes all files inside it. There is no undo.

How to manage the folder structure

Open the Files module from the left menu.
Click Folder Structure at the top of the view.

Screenshot: Manage folder structure - open Folder Structure

Use the folder structure editor to modify the layout.

Screenshot: Manage folder structure - folder editor

Right-click a folder to add, rename, or delete folders.
If you are a project Admin, use the checkbox when editing folders.
Enable the checkbox to restrict management and access settings to Admins only. Disable it to allow Managers to edit the folder as well.

Results: folder structure

Action	Behavior
Right-click on a folder	Shows options to add, rename, or delete
Admin-only checkbox	Restricts folder management to Admins
Delete folder	Permanently deletes the folder and all files inside
Reports [systems folder]	Auto-created by CxPlanner for finalized checklist and test documentation

The Reports [systems folder] stores automatically generated PDF reports from completed checklists, tests, and inspections. You do not create or organize it manually, and you cannot upload your own files into it.

Troubleshooting: folder structure

Problem	Cause	Solution
Cannot edit folder structure	Your project role is below Manager	Ask a project Admin to raise your role to Manager or to edit the folders
Folder edit options not visible	Context menu was not opened with right-click	Right-click directly on the folder name
Deleted folder cannot be recovered	Delete has no undo	Recreate the folder and re-upload the documents
Reports folder cannot be removed	It is a system-generated folder	Leave it in place. It is required and permanent
No upload button	Your folder permission or role does not allow upload	Ask a Manager or Admin for Write access on that folder
No upload button even as Admin	You are trying to upload into Reports (system folder)	Upload elsewhere. The Reports system folder only receives generated reports

Updated on: 07/26/2026

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