Latest Update: 6-2-2026
In Planera, users often work with project schedules across different workspaces, including shared workspaces and the Sandbox. While the application provides tools for managing and sharing projects, there are specific limitations when it comes to moving schedules between these environments. This article explains these limitations and provides a step-by-step guide to copying a project schedule into your Sandbox.
Limitations of Moving Projects Between Workspaces
Direct Movement Restrictions: You cannot directly move a project schedule from a Shared Workspace into your Sandbox using the application's "Move" functionality. The "Move" option is only available for transferring projects out of your Sandbox into a shared workspace.
Workaround for Sandbox Copies: Instead, you can create a copy of the project by exporting and importing the project schedule as a JSON file.
Step-by-Step Guide: Exporting and Importing JSON Files
To copy a project schedule into your Sandbox, follow these steps:
Open the project you want to copy. Open the More menu and use the export functionality to save the project schedule as a JSON file.
Open your Sandbox workspace in Planera and use the import functionality to upload the JSON file.
By following these steps, you can effectively create a copy of any project schedule in your Sandbox workspace.
FAQs
Can I move a project from my Sandbox to a shared workspace?
Yes, the "Move" functionality in Planera allows you to transfer projects from your Sandbox to a shared workspace. However, the reverse is not possible.
Why can’t I directly move a project back into my Sandbox?
This limitation is due to the design of the application. The "Move" functionality is intended for sharing projects with others in a shared workspace, not for transferring projects back into the Sandbox.
What file format is used for exporting and importing projects?
Planera uses the JSON file format for exporting and importing project schedules. This ensures your imported project will match how it looked in Planera when you exported it. By understanding these limitations and using the provided workaround, you can manage your project schedules effectively across different workspaces in Planera.