The Move function lets you change where an object lives in a module without changing its content. Use it to reorganize, realign, or adapt structures while keeping all relationships and history intact.
How to Move an Object
- Open the object’s Details page.
- In the Edit dropdown, select “Move”
- Choose the new parent object.
- Select “Move” to confirm.
Rules & Limitations
Allowed Moves
| Item | Can Be Moved Under |
|---|---|
| Sets | – |
| Folders | Folders, Sets |
| Processes | Processes, Sets |
| Documents | Documents, Folders |
| KPIs, KRIs, KCIs | KPIs, KRIs, KCIs, Objectives |
| Objectives | Objectives, Sets |
| Org Units | Org Units, Sets |
| Assets, Roles, Resources | Org Units |
| Risks | Folders |
| Controls | Folders |
| Rules | Rules, Folders |
| Entity, Attributes | Folders |
| Capabilities | Capabilities, Sets |
| Terms | Folders |
Permissions
- Users need at least Write permission to be able to move objects.
Lock
- You cannot move an object that another user is editing. A lock error will appear (see Edit Lock)
- Moving a process to a parent that is being edited is also blocked with the same error.
- Moving other objects into a parent that is being edited is allowed. No lock error appears.
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