To help keep a large project more organized, you can link several project files together to create a master project/ subproject arrangement (also known as external dependencies). For example, a construction master project might have subproject files for plumbing, electrical, and carpentry work. Here’s how:
- Create separate Project files for each subproject, then open or create the project that you want to be the master project.
- In the master project, click View > Gantt Chart.
- In the Task Name field, click the row below which you want to insert the subproject. You can insert a subproject anywhere in the task list of the master project.
- Click Project > Subproject.
- In the Insert Project box, select the subproject you want to insert.
- To insert multiple subprojects, hold down Ctrl and click the subprojects in the order that you want to insert them.
- In most cases, you’ll want to leave the Link to project box checked, so that changes in the subproject are reflected in the master project, and vice-versa. But if you just want to copy the subproject into the master project without the files being dynamically linked, uncheck the box.
- Click Insert, or to insert a project in read-only format, click the arrow on the Insert button, and then click Insert Read-Only. Inserting a project read-only creates a link between the two projects, but prevents you from updating the subproject from within the master project. If you update the subproject file directly, however, its changes are reflected in the master project. The Insert Read-Only option is only available when the Link to project box is checked.
Avoiding duplicate resource names in linked projects
If you link projects that have resources with the same name, you’ll create duplicate resource names, which could be confusing. To avoid this, uncheck the Link to project box in the Insert Project dialog box. Then, the first instance of a resource name and its resource information, such as pay rates and resource calendars, will overwrite subsequent instances.
Note When you update an unlinked subproject from within the master project, the original subproject file will not show this change.