Relate a project or stream to other objects

You can 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 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 subproject to your current project:

  1. In the My Current Project navigation window, right-click the Sub-Project node and select Attach.

  2. Select Project or Baseline.

  3. Enter the specification of the project or baseline to which the current project will be related as parent, or click Browse and select the project or baseline.

  4. If required, enter the Folder Offset, or relative path to be used for item files in relation to the root folder for your current project.

  5. Click OK.

To detach a project or baseline from your current project:

  1. In the My Current Project navigation window, expand the Sub-Project node.

  2. Right-click the project or baseline and select Detach.

  3. Click OK.

To relate a project or stream to items or requests:

  1. In the Product Catalog or User Inbox navigation window, click the Projects node.

  2. In the content window, select the project/stream.

  3. Select Relate/Unrelate.

  4. In the Manage Relationships dialog box under the Specification column, select the node for the class of object you want to relate, and click the Add button. A corresponding Relationship dialog box is displayed.

  5. Click the browse button to find the objects you want to relate.

  6. In the Find dialog box, select criteria to limit your search. For more information, see Create and use object filters.

  7. To display the results of your search, click the Execute button.

  8. On the Results tab, select one or more objects you want to relate, and click the OK button.

  9. For Relationship Type, select the relationship type and for Direction, the relationship direction.

  10. Click the OK button.

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