Previous Topic: Set Resource Allocation to SubprojectsNext Topic: Insert Subproject Tasks into Master Projects


Insert Subprojects into Master Projects

You can insert a whole subproject into your master project using the Open Subprojects dialog. This dialog is a version of the standard Windows Open dialog. The projects that are listed in the dialog 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 if you 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 using a subproject association, you cannot save it back to CA Clarity PPM. You cannot insert XML project files into master projects.

Follow these steps:

  1. Right-click anywhere in the view, and click Insert Subproject in the shortcut menu.
  2. Select the file type.

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

  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.

More information:

Master Project and Subprojects

Edit Subproject Access in Master Projects

Edit Subprojects from Master Project