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Playbook | Multi-Project Plans & Cross-Project Links

  1. In the Game Plan, multiple projects can be loaded and links across projects can be created.
  2. Here are a few use cases when this might be helpful...
    1. Improve performance for large projects by dividing them into smaller pieces, so fewer resources are needed, and slack updates are faster.
    2. More easily copy/paste tasks from one project to another because you don't have to switch from one project to another.
    3. More easily "level the workload" for a specific resource or group of resources (e.g., Test group). 
      Pro Tip: use the Resource filter and Resource Links.
    4. See Milestone/Buffer statuses together and modify the Milestone Priorities more easily. 
      Pro Tip: use the Task Type filter to show only Buffers and Major Milestones.
  3. For performance considerations, by default, only one project can be selected to load in the Game Plan.
  4. To enable multiple projects to be selected, check Select Multiple and take note of the performance advisory.
    Sept 2024 - Multiple projects in the plan - 1 - Enable Multi-Project Selection
  5. Projects are displayed with a dark blue taskbar to differentiate them from summary tasks (gray).
    Sept 2024 - Multiple projects in the plan - 2 - Project Summary Tasks
  6. Cross-project links are created in the same manner as links within the same project using the Links page in Task Properties or via drag and drop (Link to Successor) in the Game Plan.
  7. When creating a cross-project link, you are prompted with "Are you sure you want to link tasks in different projects?".
  8. By default, cross-project links are only visible when both projects are loaded (i.e., the project containing the predecessor and the project containing the successor). 
  9. However, if you want to see the cross-project links without loading the project they are in, open the Game Plan View Settings, click the Linked Tasks page, and enable Show Cross-Project Links.
    Sept 2024 - Multiple projects in the plan - 3 - Show Cross-Project Links
  10. The cross-project links are then displayed.
    Sept 2024 - Multiple projects in the plan - 4 - Show Cross-Project Links
  11. The cross-project links are displayed for reference only and cannot be edited. If you want to edit them, right-click on the cross-project link task and click Load Project.
    Sept 2024 - Multiple projects in the plan - 5 - Load Project
  12. Double-clicking on the cross-project link task results in an error with an option to load its project.
    Sept 2024 - Multiple projects in the plan - 6 - Load Project
  13. If "Select Multiple" is not checked, the project will no longer be loaded after the next "Save & Sync".
  14. If "Select Multiple" is checked, the project will continue to be loaded until it is deselected.
    Sept 2024 - Multiple projects in the plan - 7 - Multiple-Select Mode
  15. To understand the Slack/Criticality options across projects, click here.
  16. Need a hand? Contact a Customer Success Engineer today!