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Related Projects
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Related Projects
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- PDF
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Click on the Related Projects button to display any related Projects.
Clicking on a Project will refresh the information in the Properties, Jobs, and Tasks sections below to reflect the current Project selection.
This example has two related Projects
Click on the Related Projects Manager button to open a new window with three options.
1. Search Projects to Link: This opens a search bar. Enter a Project name or number to conduct a search. Alternately, click on the Advanced button to see additional search options, including:
- Project Filters
- People Filters
- Property Filters
- Additional Filters
Note:
By default, Inactive Projects will not display in the search results
Check the box next to a project(s) and then click on Link Selected Project to link it. A popup will request confirmation.
2. View Related Projects: This shows all related Projects.
3. UnLink Selected Projects: To unlink a Project, click the checkbox next to the Project number and then click the Unlink Selected Projects button.
A popup will require confirmation.
To return to the original project, click the Revert to Original Project button in the upper right-hand corner of the screen.
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