Forum Discussion
Lola_Amusa
Apr 25, 2022Copper Contributor
Inserting a Summary Task and the subsisting tasks
Hi there,
I want to perform a task similar to inserting a subprojects to create a consolidated Plan. However, I do not want to insert the whole project in the consolidated plan. I only want to insert a section of Plan B (a summary task and its subtasks. E.g Testing as a summary task and all the tasks that sits under it just as it is ) into the consolidated plan. How can I do it. Can anyone help pls?
Thanks
Lola
- Lola_Amusa,
You have two options. One, copy and paste the selected summary with its subtasks into your consolidated plan. Two, insert as a subproject but uncheck the "Link to Project" option below the file selection list in the Insert Project window. Then delete those parts of the inserted plan that you don't want in your consolidated plan.
Neither of these methods will create a dynamic link, a dynamically linked structure can ONLY be achieved with insertion of a full file.
John
- John-projectSilver ContributorLola_Amusa,
You have two options. One, copy and paste the selected summary with its subtasks into your consolidated plan. Two, insert as a subproject but uncheck the "Link to Project" option below the file selection list in the Insert Project window. Then delete those parts of the inserted plan that you don't want in your consolidated plan.
Neither of these methods will create a dynamic link, a dynamically linked structure can ONLY be achieved with insertion of a full file.
John- Lola_AmusaCopper Contributor
Thanks John-project . I was actually thinking dynamic link such that once the section is updated in the subsisting project the update automatically filter through the Consolidated plan when I open it. Thanks anyway- I wasn’t sure if I was pushing my luck to much 😁
- John-projectSilver Contributor
Thanks for the feedback. If I answered your question, please consider marking my response as the answer.
John