Why this matters

Projects sometimes need to be reorganized - for example, when teams restructure, accounts are consolidated, or ownership changes. Moving a project ensures it sits in the correct workspace with the right visibility and administrative control.

What you'll need

Before moving a project, make sure you have Workspace Admin permission on both the origin workspace (where the project currently lives) and the destination workspace (where you want the project to go).

Important You must have admin permissions on both workspaces. If you do not, the move option will not appear.

What changes when you move a project?

  • The project becomes part of the selected destination workspace.
  • Workspace-level permissions will apply based on the destination settings.
  • Workspace admins in the destination workspace will gain administrative control.

What does not change?

  • All project content (Docs, Scope, Verify data, files, etc.) remains intact.
  • Project history and data are preserved.
  • No information is deleted during the move.

How to move a project

  1. Go to the workspace where the project currently resides.
  2. Hover over the project card you want to move.
  3. Locate the three-dot menu in the bottom-right corner of the project card.
  4. Click the three dots and select "Move project to another workspace".
  5. A list of accounts and workspaces you have access to will appear.
  6. Select the destination account and workspace.
  7. Confirm the move.

What happens next?

Once confirmed, the project will immediately appear in the selected workspace. If you do not see it right away, refresh your browser. Team members may need to switch workspaces to access the moved project.

Troubleshooting

The "Move project" option is missing?

  • Check that you are a Workspace Admin in both workspaces.
  • Confirm you are logged into the correct account.
  • Ask an existing Workspace Admin to grant you the required permission.

Still need help? Contact your workspace admin or reach out to our support team.