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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.