Sunday, 1 January 2012

EPM2010 – Creating Cross-Project Links without saving Master Project

I had a user request about the process for creating links across projects without saving master project. Here are the steps;

  • Firstly, create your projects as normal. In my example figure below, I have two projects ‘001_P1’ and ‘001_P2’.
  • Select the projects in PWA > Project Centre and choose to edit in Project Pro. Alternatively, you can open a blank project and insert the projects.
  • This will open the selected projects in a new blank container project (i.e. master project). Follow best practices e.g. ensuring that the selected projects are in checked-in state prior to opening them in the blank container project.


  • Create cross-project dependencies as you normally would in a standard project. Follow best practice for linking tasks and milestones.


  • Once, this is done, close the project and select the ‘Discard Changes’ option. This is so that the blank container (master project) is not saved back to the server. See figure below.


  • Next, you will be prompted to save changes to the other embedded/inserted projects. Choose Yes for individual project or Yes to All for multiple projects.


  • To check/confirm the changes on individual projects, open the project in Project Pro. Notice the ghost task links (external project task links) in example figure below.


Now that the cross-project dependencies have been created, you may wish to publish the individual projects.

Hope this helps.

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