To organize a hierarchy of work with projects and subprojects, you must link the parent
projects to child projects and requests.
Procedure
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Go to the Summary tab of the parent project.
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Click Manage Linked Objects () and select Link Existing. This link is enabled only if you have
the appropriate security permission.
Specify the projects to link in the dialog box.
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Type your search criteria in the Find by name or code field.
- Click Find.
HCL®
Marketing Operations displays search results of only those
projects and requests that have the same security policy and budget granularity as the project. For
example, if your project uses the global security policy, only projects and requests that also use
the global security policy appear after a search. Additionally, projects with the status of
Cancelled, Deleted, or
Completed never appear in your search results.
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In the Search Results field, select the projects and requests to link as
children.
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Use the double-arrows to move projects and requests into or out of the Selected
Items to Link list box.
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Click Save Changes to create child links to the projects or requests
that you selected.