Project Folder (Master project)
Project Folder
A Project Folder allows you to group related projects under one container to gain a consolidated overview of schedules and tasks across them.
When and why to use this
Use a Project Folder to consolidate data from multiple related projects and manage them collectively.
- Use when handling multiple related projects that require a shared overview.
- Provides a combined Gantt chart to see overlaps or schedule gaps.
- Creates a unified task list across all included projects.
- Helps streamline coordination between different teams and activities.
Example scenario:
Imagine you manage 7 construction sites, each with different stakeholders. By adding all 7 to a project folder, you can:
- View all tasks from all projects in one list.
- Spot conflicts or dependencies in the Gantt chart.
- Coordinate deadlines and handovers efficiently.
Guide - How to create a project folder:
- Navigate to Projects via the left sidebar.
- Click New Project Folder (or the “+” button).
- Give the folder a name and save.
- Create new or add existing projects to the folder by selecting them from the list.
Step 1 & 2 - Add the project folder:
Step 3 - Give the folder a name:
Step 4 - Create or add new projects to the folder:
Behavior and results
A Project Folder acts as a container or master project that groups selected individual projects.
Feature | Description |
|---|---|
Gantt Chart | Combines schedules from all projects in the folder |
Task Overview | Shows all tasks across included projects |
Access Control | Only users added to the folder can see or access it |
Folder = Master Project | A project folder works similarly to a master project setup |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't see the “New Project Folder” option | Your company doesn’t have access to the module or you aren't the company admin | Contact your CxPlanner admin to enable it or ask about your role |
Can't view folder contents | You're not added to the project folder | Ask a Project Admin for access |
Tasks/Gantt are missing from view | No projects have been added | Add projects to the folder |
Quick facts
- Requires: Project Admin or higher
- Location: Projects → New Project Folder
- Affects: Task overview, Gantt chart
Updated on: 07/25/2025
Thank you!