Relating a Project or Stream to Other Objects

Purpose

Use this feature when you want to relate a project to another project or a baseline.

Relate a project to another project when you want to use one project as a child collection of items within a parent project.

Attach a project as a subproject to your current project when you want to relate it as a child collection of items in the project.

Relate a project to a baseline when you want to use a baseline as a child collection of items within a parent project.

PRIVILEGES  You will need one of the following privileges set for the project to which you want to attach/relate the other object:
Attach Project as Sub Project
Attach Baseline as Sub Project
Relate Requests to Project

To attach a project or baseline as a sub-project to your current project:

  1. On the My Current Project tab, in the navigation pane, select the Sub-Projects node.

  2. Click the Attach button and select project or baseline.

  3. In the Relate dialog box, enter or select the projector or baseline, or use the browse button to select it.

  4. In the Relative path field, enter the path to be used as an offset relative to the project root folder of the current project for item files from the Relate to project or baseline.

  5. Click OK.

To detach a project or baseline as a sub-project from your current project:

  1. On the My Current Project tab, in the navigation pane, expand the Sub-Projects node.

  2. Select the project or baseline and click the detach button and select project or baseline.

  3. Click OK.

To relate a project or stream to other objects:

  1. On the Projects tab or Streams, select a project, click the Relate button and select to baseline, to request, or to project.

  2. In the Relate dialog box, enter the baseline, request or project in the Relate to field, or use the browse button to select it.

  3. If this is a baseline or project, in the Relative path field, enter the path to be used as an offset relative to the project root folder of the current project for item files from the Relate to baseline or project.

  4. Click OK.

NOTE  You can also use the Relationships tab of the Open Project or Open Baseline dialog boxes to relate or unrelate projects and other projects or baselines. See Relating and Unrelating Objects.

Related Topics

Relate Dialog Box

Open Project Dialog Box

Relating and Unrelating Objects