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Manage linked folders for CDE connections

Configure and review which folders from your Common Data Environment are linked to your current project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open CDE connection settings​

Navigate to the project settings area and open the CDE connection settings to view all available CDE providers and project connections.

Open CDE connection settings

Step 2: Review available CDE connections​

In the CDE connection settings, review the list of available CDE connections for your organisation, including any SharePoint or other providers connected to your project.

Review available CDE connections

Step 3: View linked folders for the current project​

Within the selected CDE connection, inspect the list of folders that are currently linked to the active project so you understand which areas are synchronised.

View linked folders for the current project

Use the available controls to update or remove existing project CDE links so that only the relevant folders remain associated with the project.

Adjust project-specific CDE links

Last updated: 2026-07-30