Project Folder (Master project)
Overview: project folder
A project folder groups related projects under one container so you can see schedules and tasks across them together, which is used when multiple sites or jobs for one client need a shared Gantt and task overview.
To add existing projects into a folder, see Project-folder: How do I add a sub-project to a project folder?.
- Your role must be Project Admin or higher.
- You can find the menu at Projects - New Project Folder.
- This creates a master container that affects combined task overview and Gantt chart for included projects.
What a project folder provides
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 as master project | Works similarly to a master project setup |
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 projects or add existing projects to the folder from the list.
Results: project folder
- Related projects sit under one folder container
- Combined Gantt and task overview cover the included projects
- Only users added to the folder can open it
Troubleshooting: project folder
Problem | Cause | Solution |
|---|---|---|
Cannot see New Project Folder | Module not enabled for the company, or company role is not Admin | Ask a Company Admin or your CxPlanner contact to enable project folders, or confirm your company role |
Cannot view folder contents | You are not added to the project folder | Ask a Project Admin to add you to the folder |
Tasks or Gantt missing from view | No projects have been added to the folder | Add projects to the folder from the folder setup page |
Updated on: 07/26/2026
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