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Organising specifications with folders
Organising specifications with folders

Organising specifications with folders

Folders are the top level of organisation in Procright. Every specification lives inside a folder, and folders themselves live inside workspaces.

Creating a folder

Open My Specifications and click the New Folder button. Give the folder a descriptive name — for example the project name, the procurement category, or a team name. A new specification can't be started until at least one folder exists.

Working with folders

Folders can be renamed, reordered, and deleted at any time. Deleting a folder moves the specifications inside it to trash.

You can move a specification between folders by dragging it, or through the item's context menu.

Suggested folder structures

Most teams organise folders around one of three patterns:

  • By project — one folder per active procurement project.

  • By category — folders for SIEM, Backup, SD-WAN, and so on.

  • By stage — Active, Archived, Draft.

You can change the structure later without losing data.