Managing Items in the Project List
Code Insight 2021 R1
The following procedures describe how to manage a project list:
| • | Access the List of Projects |
| • | Select a Project List Format |
| • | Manage a Project List in the Project Tree Format |
| • | Manage a Project List in the Simple List Format |
This procedure describes how to access the list of projects to manage the list.
To access the project list, do the following:
Navigate to the Projects view. (See Opening the Projects View if additional instructions are needed.) The list of projects is in the Projects pane on the left.
The following describes how to toggle between project tree or simple list format for the project list.
To select a format for the project list, do either:
To display the project list in a project tree format, click this icon at the top of the Projects pane:
To display the project list in a simple list format, click this icon:
Manage a Project List in the Project Tree Format
The following describes ways to manage a project list that uses the project tree format. The right-click menu options described in this section are enabled or disabled depending on the permissions granted the current user.
To manage the items in the project tree, do the following:
Perform any of these tasks on an item in a project list in the project tree format:
| • | Rename a project —(Project Administrator only) Double-click the project name and overwrite the current name with the new name. |
| • | Move a project to a different folder—(Project Administrator only) Drag and drop the project to the desired folder. |
| • | Delete a project—(Project Administrator only) Right-click the project and select Delete Project. See Deleting a Project for further details. |
| • | Create a project—(User with Create Project permission) Right-click the specific folder under which you want to store the new project, and select Create a New Project. (You can also select this right-click option for any project belonging to the specific folder; the project you are creating will be stored under this folder.) |
If you select this right-click option for any project listed at the root level of the project list, the project you are creating will also be stored at the root level.
See Creating a Project for further details.
| • | Create a folder—(User with Create Project permission) Right-click the specific folder under which you want to create a sub-folder, and select Create a New Folder. (You can also select this right-click option for any project belonging to the specific folder; the new sub-folder is created under this folder.) |
If you select this right-click option for any project listed at the root level of the project list, the new folder will be created at the root level.
| • | Delete a folder—(User with Create Project permission) Right-click the folder and select Delete Folder (or click  to the right of the folder). Any sub-folders under this folder are also deleted. Any projects under the deleted folder are moved to the parent folder or to the root of the project list. |
Manage a Project List in the Simple List Format
The following describes ways to manage a project list that uses the simple list format.
To manage a project list in simple list format, do the following:
Perform any of these tasks on an item in a project list in the simple list format:
| • | Rename a project —(Project Administrator only) Double-click the project name and overwrite the current name with the new name. |
| • | Delete a project—(Project Administrator only) Right-click the project and select Delete Project. See Deleting a Project for further details. |
| • | Create a project—(User with Create Project permission) Right-click any project in the list, and select Create a New Project. See Creating a Project for further details. |