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About Projects and Schedules

A schedule document can be configured to restrict the projects that child tasks, milestones and summaries (planning objects) can link to. By default, planning objects inherit the same projects as those linked to the parent schedule. This has the effect of restricting planning object access to the same team members who have access to the parent schedule.

Schedule documents can also be configured to allow child planning objects to link to projects not originally linked to the parent schedule. This functionality can be used to allow Proliance users who are members of other project teams to view particular planning objects.

On a Schedule document, two sections at the top of the Project tab influence Project-related security for the Schedule document and related planning objects:

Restrict to Projects

In this section, you can choose to apply an additional layer of security permissions that limits the planning objects that can be included in a schedule based on their project links. When creating planning objects within a schedule, this setting also controls what projects a planning object can link to directly, based on the projects already linked to the parent schedule.

This section is only available to users with Update permissions set for Accounts - Project Access in Workspace (Managed) Permissions. This section is unavailable for schedules without an account or for users with integration accounts. For more information, see "About Project Security Permissions".

Linked Projects

In this section, you can optionally choose to link the schedule to a project.

The following table summarizes the actions available on the projects tab. These actions are determined by the permissions in your security role.

From the Projects tab, you can... Click

Create a new link to an existing Project.

Add

Delete an existing link to a Project.

Delete

ClosedTo open the Project tab

  1. Open the Proliance document register in the Workspaces work area.

    2. Refer to the introduction to this topic for the differences between using each register.

  2. Select a Schedule.

  3. Click the Projects tab.

    4. The list of links to projects that contains additional information appears.

ClosedTo add a Project link to a Proliance document

  1. While viewing a document, click the Projects tab.
  2. Click Edit to enter edit mode.
  3. Click Add to display the Select Documents dialog.
  4. Click Add to left of each project line item that you want to add to the list of linked projects for the document.

    5. The selected projects are displayed in the bottom grid of the dialog box. Click Remove to the left of each project you want to remove from the list.

  5. Click OK.

    6. The selected project link is added to the list.

ClosedTo remove a Project link from a Proliance document

  1. While viewing a document, click the Projects tab.
  2. Click Edit to enter edit mode.
  3. Click the check box next to the project link you want to remove from the list.
  4. Click Delete.

    5. The selected project links are removed from the list.

Linking a document to all Projects in a workspace

You can quickly link a document to all existing projects within a workspace by selecting the Link to All Projects box on the document's Project tab.

ClosedTo add all project links to a Proliance document

  1. While viewing a document, click the Projects tab.
  2. Click Edit to enter edit mode.
  3. At the top of the list in the Settings area, click Link to All Projects.

When a document is linked to all projects, only links that have additional detail information appear on the Project tab. Project links that haven't been added directly or lack detail information will not be listed on this tab, although their links will be active.