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Multiple Projects and Subnets › Master Project and Subprojects › Insert Subproject Tasks into Master Projects

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. This dialog is a version of the standard Windows Open dialog.

If your master project is linked to an Open Workbench .rmp project file using a subproject association, you cannot save it back to CA Clarity PPM.

Follow these steps:

  1. Open a view that displays the task detail pane.
  2. Right-click the task and click Insert Subproject in the shortcut menu.
  3. Select the file type.

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

  4. Click the name of the subproject from the Projects list.
  5. Expand the summary level tasks to see and select the task you want to insert into the master project.
  6. 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.

More information:

Insert Subprojects into Master Projects

Master Project and Subprojects

Manage Multiple Projects