Inserting Projects as Tasks

You can add an entire project and its complete schedule as a task within another project or template.

Before you begin: To add a project to a task assigned to you, view your tasks; see Working with Tasks Assigned to You. If you are a Project Lead for the project or project concept, view the project schedule; or if you are a Project Administrator and want to add a project to a project template, view the schedule for the template; see Adding and Editing Tasks under a Project Template.
  1. On the Schedule page, click Enable Edit .

    For a project or task, the page toggles to Edit mode.

  2. If the task you want to work with is not visible, use the page expand or filter tools to display it.
  3. Click a task or project in the project hierarchy, click Actions , and select an option:

    Add Project > Project Above. Inserts a project above the selected task/project in the structure, as a sibling.

    Add Project > Sub Project. Adds a child sub project to the selected task/project.

    If you are not a Project Lead, you can only add projects as sub tasks to your assigned tasks. You cannot add siblings for your assigned tasks.

  4. Check the projects that you want to insert or add.
  5. Click OK. The projects are added to the schedule as tasks.