Previous Topic: Insert Subproject Tasks into Master Projects

Next Topic: Insert and Open Subprojects in New Master Project

Insert Subprojects into Master Projects

You can insert a whole subproject into your master project using the Open Subprojects dialog box. This dialog box is a version of the standard Windows Open dialog box. The projects listed in the dialog box are either listed by project ID or by file name, depending on the source of the project.

If you are using Open Workbench with CA Clarity PPM and are inserting a CA Clarity PPM project, the project ID displays. If you are inserting an Open Workbench .rmp project file, the file name displays.

By default, when you insert subprojects into master projects, they are inserted in read/write mode.

If your master project is linked to an Open Workbench .rmp project file via a subproject association, you cannot save it back to CA Clarity PPM. You cannot insert XML project files into master projects.

To insert a project as a subproject into a master project

  1. Right-click anywhere in the view, and select Insert Subproject from the shortcut menu.

    The Open Subprojects dialog box opens.

  2. Complete the following field:
    Files of type

    Defines the type of file you want to open.

    Values:

    • Workbench files (*.rmp). Select to display a list of Open Workbench .rmp project files from your computer or network.
    • CA Clarity PPM Projects. Select to display a list of CA Clarity PPM project files.
    • XML files (.xml). Select to display a list of XML files from the selected folder on your computer or network.
    • All files (*.*). Select to display all files in the current folder on your computer or network.

    Note: You cannot insert XML project files into master projects.

    A list of available projects display.

  3. Click the name of the subproject you want to insert into the master project from the Projects list.
  4. Complete the following fields, and click Select:
    Open as read-only

    Specifies whether you want to add the project, subproject, or subproject task in read-only mode in the master project. When you insert a subproject into a master project in read-only mode, any changes you make to the subproject from the master project are not saved.

    Default: Cleared

    Note: This check box is only available if you have edit rights to the selected project, subproject, or subproject task. If you opened the master project in read-only mode, this check box is selected and is unavailable.

    Create Subprojects

    Specifies if you want the ability to create subprojects from the inserted subproject.

    Default: Cleared

    Note: If you are inserting a partial subproject, this check box is selected and unavailable.

    The selected subproject is inserted into the master project.

More information:

About Master Project and Subprojects

Edit Subproject Access in Master Projects

Edit Subprojects from Master Project