This article explains how to navigate and manage the project tree in Next Project, including how to organize projects using folders and sub-projects. It covers how to expand folders, move projects between folders, and provides guidance on creating new folders while managing their visibility settings.

In Next Project, you can organize your projects by sorting them into different folders. For example, you might have folders for Contracts, Construction Service, Groundworks, and more.

Project hierarchy view showing an expanded company node with multiple subproject categories.

Click the plus sign + to the left of a folder name to expand it and see the projects inside.

Project hierarchy view showing an expanded sub-category with nested items and alerts.

Projects can also contain sub-projects. In the example below, 2816 Fibre optics has its own sub-projects nested within it.

Project hierarchy view showing an expanded group with a highlighted child item.

Moving a project to another folder

To move a project to a different folder, click on the project you want to move and drag it to the folder you'd like to move it to. Then click Yes to confirm.

Move Record dialog asking user to confirm or cancel the move action.

Quick tip! You can create new folders the same way you create new projects. It's worth remembering to choose a status that makes the project not visible on mobile, since a folder project only serves to organize your project tree structure. By default, projects with a status from Ordered to Fully Invoiced are visible on mobile.