Listing Related Projects

Project leaders can create hierarchies of related projects which users can navigate through. Related projects define relationships between interrelated projects, and provide traceability and visibility between projects. A related project can be either a Project Concept, Project Space, or any other Project Type.

Any person with project visibility to the current project has the ability to navigate through the related project hierarchy.

Before you begin: View the Dashboard for the project. See Working With Dashboards.

  1. From the Categories menu, click Related Projects.



    You can view this page in Schedule View (shown) or Dashboard View.

    For each related project, the page lists these details:

    Name. All related projects are listed under the parent project. Click the name to view details about the project.

    Status Flag. The status flags indicate whether the project's tasks are behind schedule. The project's status flag reflects the status of the task that is most behind. The exact number of days for a task status to be yellow or red is configurable and may be different for your system. Shows only in Schedule View.


    • No flag: the task is not late.
    • Green: the task is complete.
    • Yellow: the task is not complete and the days remaining are less than or equal to the threshold.
    • Red: the task is not complete and the system date is greater than the estimated End Date or Base Line End Date.

    Type. The type of project, for example, Project, Project Space, or Project Concept. Shows only in Schedule View.

    Status. The current status of the project. Shows only in Schedule View.

    Current Phase. The current phase of the project.

    Current Phase:


    • Est. End Date. The estimated end date for the current phase.
    • Act. End Date. The actual end date for the current phase. Shows only in Schedule View.

    Project:


    • Est. End Date. The estimated end date for the project.
    • Act. End Date. The actual end date for the project.

    Program. The program associated with the project. Shows only in Schedule View. Shows only in Dashboard View.

    Owner. The current owner of the project.

    Description. The description of the project.Shows only in Schedule View.

  2. Navigate the related project hierarchy by clicking the "y" symbol before each project name.

  3. To see a different view of the projects, select an option from the drop-down menu at the top, right. See the column listing for descriptions of which columns show in which view.

  4. Use the Actions menu or page toolbar to work with the projects:

    Create New Project. Creates a new project. See Creating a Project.

    Add Existing, Add existing projects to the related project hierarchy as a child of the top-level project. See Selecting an Existing Project as a Related Project.

    Create Project Concept. Creates a new project concept. See Creating a Project Concept.

    Insert New. Inserts a new project as a child of the selected project. See Creating a Project.

    Insert Existing. Inserts an existing project as a child of the selected project. See Selecting an Existing Project as a Related Project.

    Remove Selected. Removes the selected projects from the related project hierarchy; click OK to confirm.

    Delete. Deletes the selected projects from the related project hierarchy, click OK to confirm.