How To Transfer Your Custom Displays From Peer Classic To Peer Suite
Ready to Transition to Peer Suite?
This guide will walk you through moving your custom content into Callahan's latest Performance Benchmarking platform.
Peer Pointer!
Any Peer Groups you create in Peer Suite or Peer Classic will be available in both platforms automatically.
Getting Started: Two Options to Move Your Content
Option 1: Show in Peer+
- Use this feature to share custom folders from Peer Classic with Peer Suite.
- Changes made in either platform will be reflected in both.
Peer Pointer!
Folders displayed in Peer Suite will be colored blue in Peer Classic.
Option 2: Copy to Peer+
- This feature creates a separate copy of your Peer Classic folder in Peer Suite.
- It works like the "Save As" feature in Microsoft Word, meaning edits in one platform will not affect the other. The two versions will remain independent.
How To: Transferring Your Custom Folders & Displays
For either option:
- Add the displays you'd like to move to Peer Suite to a top-level folder in Peer Classic.
- Right-click on the folder containing the displays you want to transfer.
Peer Pointer!
- Please note: Subfolders and individual displays cannot be transferred; only top-level folders are eligible.
- Additionally, folders such as Trash, Recent Displays, or those shared with you by colleagues cannot be transferred.
- Select either “Show in Peer+” or “Copy to Peer+” from the top of the menu.
After completing these steps, you will be able to find your custom content from Peer Classic in Peer Suite under the "My Displays" section of your "My Projects" folder.
Kick off your journey in Peer Suite with these additional resources: