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Insert Subproject Tasks into Master Projects

Inserting subproject tasks into a master project allows you to pull out sections of projects and evaluate the work being done by your team across many projects from the master project.

You can insert a subproject task into your master project using the Open Subprojects dialog box. This dialog box is a version of the standard Windows Open dialog box.

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.

To insert a project task as a subproject task into a master project

1. From a view that displays the task detail pane, right-click the task 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 from the Projects list, and then expand the summary level tasks to see and select the task you want to insert into the master project.
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.

   Task

   Displays the name of the selected task or summary task.

   The selected subproject task is inserted into the master project.

More information:

Set Resource Allocation to Subprojects

About Master Project and Subprojects

Manage Multiple Projects