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Manage linked folders for your CDE connection

Configure and review which folders in your Common Data Environment (CDE) 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 existing connections for your current project.

Open CDE connection settings

Step 2: Review available CDE connections​

In the CDE connection settings, review the list of available CDE connections (such as SharePoint) that can provide linked folders for this project.

Review available CDE connections

Step 3: View linked folders for the selected CDE connection​

Select the relevant CDE connection to display the folders currently linked to your project, including their names and connection details.

View linked folders for the selected CDE connection

Step 4: Update folder linkage settings​

Adjust the linkage settings for one or more folders, such as changing which CDE folder is associated with the project or updating its connection properties.

Update folder linkage settings

Step 5: Remove a folder from the project​

Remove a linked folder that you no longer want associated with the project so it is no longer synchronised or exposed to project members.

Remove a folder from the project

Last updated: 2026-08-31