Support Center / Action Lists / How to set up Parent project and Subprojects

How to set up Parent project and Subprojects

Did you know that you can link projects together in the cascading hierarchy? 

At one glance you can review your supporting level projects with up-to-date status and completion rate. Furthermore, you are able to access given projects with just one click for immediate information, detailed drill down, or actions review & execution. project hierarchy

 

How to set up a project with Parent project(s) and/or Subproject(s)

1. Go to your action list's settings by clicking on the Edit pencil in the upper right corner.

 edit

 

2. Click on the Project Hierarchy  tab. Add your parent projects and/or subprojects by clicking on Add buttons. You will have a choice to select from other existing projects in the system in the submenu. parentprojects

 

Please note you can add parent projects and subprojects based on your needs.

1. You can connect your main (parent) project with supporting subprojects only.

2. You can connect your subproject with a parent project only. 

3. You can connect your project with a parent project and also other supporting subprojects.

Please view how you can also add subprojects based on project type automatically to your main action list.