Managing Related Projects

You can add related projects for each project. For example, if a project is completed monthly, the other monthly projects may be listed as related projects.

To manage related projects, do the following:

1. Open the project profile.
2. Click Related Projects on the navigation panel.
3. Select a cell in the grid, then do one of the following:
• To add a related project. Click Add on the button bar, or right-click and select Add from the menu to display a window where you can select one or more related projects.
• To modify a record in the grid. Click Edit on the button bar, or right-click and select Edit from the menu to display the record in a new window for editing.
• To delete a record on the grid. Click Remove on the button bar, or right-click and select Remove from the menu to display a window where you can delete the selected cell.

Explain the components of the window and the right-click menu.

Component	Description
Add	Allows you to find and select a project as a related project.
Edit	Allows you to edit the free form text of the related project.
Remove	Allows you to remove a project as a related project.
Client	Displays the name of the client of the selected project.
Project Name	Displays the name of the selected project. If you have the assigned rights, click the project name to open the related project.
Reason	Allows you to enter a reason for the association between the open project and the related project, such as 'Next recurring quarterly project.'

4. Click one of the Save buttons or Cancel.

   Button	Description
   Save	Saves the changes without exiting the window.
   Save & New	Saves the changes and opens a new window.
   Save & Close	Saves the changes and exits the window.
   Cancel	Exits the window without saving your changes.