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 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 the project or baseline, or browse to select it.

  4. In the Relative Path field, enter the path, relative to the project root folder, to use for item files from the project or baseline you are relating to.

  5. Click OK.

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

  1. In 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. In the Projects or Streams tab, select a project/stream.

  2. In the toolbar, click Relate and select to baseline, to request, or to project.

  3. In the Relate dialog box, specify the baseline, request or project to relate to, or browse to select the object.

  4. For a baseline or project, in the Relative Path field, enter the path to use for item files from the baseline or project you are relating to. The path is relative to the project root folder of the current project.

  5. 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 Relate and unrelate objects.

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