Project Options

Modified on Tue, 19 Nov, 2024 at 3:30 PM

Add New Project

If you would like the project to inherit rights from the current project tick the checkbox

  • Click OK to add the new project.


Add Multiple Projects

If you want the projects to inherit rights from the current project:


  • Tick the checkbox
  • Input the project details.
  • To navigate down the template, you can use the tab key on your keyboard.
  • When added, click OK.

The blue P icon indicates that these are projects.


Copy a Project

This allows you to copy an existing project. You can choose what tasks to copy, whether to inherit or modify rights, what details to copy, constraint options and the audit start date.

  • Click Add to copy the project.


Link to a Project

You can choose to link a project and whether to inherit or modify rights, what details to copy, constraint options and the audit start date.


  • Click ADD to Link the project or CANCEL to dismiss the action.

The project is linked to the current project and shows in the WBS annotated with L (Linked) and P (Project).


Unlink to a Project

You can unlink a project by clicking the “Unlink a Project” option.


  • Click UNLINK to continue.

The following confirmation pane will open to confirm your action.


  • Click UNLINK PROJECT to continue or CANCEL to dismiss the action.

The project is unlinked and is no longer visible in the WBS.


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article