Add a Workspace

Add workspaces to categorize projects using similar data sets. Use sibling workspaces to represent those that are hierarchically equal and child workspaces to represent those that are subordinate. If you have already created a workspace with data and object configurations that will meet the needs of your new workspace, you can create a copy of the original workspace to revise.

To add a workspace:

  1. In the object selector, select Workspace, and then select View Workspaces List.
  2. On the Workspaces page, select a workspace row.

    Note: Do not select the Company workspace. You cannot create additional workspaces under the Company workspace.

  3. Select Add, and enter a Name, ID, and Description.
  4. In the Parent Workspace field, select Select, choose where the workspace will reside in the organizational hierarchy, and select OK.
  5. (Optional) In the Copy From Another Workspace field, select a workspace to copy.
  6. Select the Workspace Currency. The Exchange Rate field is automatically populated with the latest exchange rate and is read only.

    Note: The default currency is the parent workspace currency. After cost data is entered, the currency is not editable. For more information on workspace currency, see Workspace Currency Overview.

  7. Select Save.

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