Explanation to link your mini and subprojects back into the main project sheet

This section explains how to link your mini and subprojects back into the main project sheet. It also explains how to update mini projects and subprojects and how your team can work on separate subprojects.

For example, you have the Main Project Sheet (main project sheet) to which you want to link Sub Lead Gantt - 1 (subproject sheet) which is already linked to another sheet named Lead Gantt Demo - 1 (mini-project sheet). 

To link Sub Lead Gantt - 1 to the Main Project Sheet:

1. Place the cursor in the section after which you want the connecting sheet to appear.

Sub Lead Gant - 1

2. Click Link Gantt on the sidebar.

Lead Gantt Button

3. Click the Link Gantt button again on the sidebar.

Select Lead Gantt Sheet

4. Enter the name of the sheet that you want to link back into the Main Project Sheet. Copy and paste the name of the sheet that you want to link to the Main Project Sheet. Copying will ensure that there are no typos.

5. Click Select.

The baseline sheet of the selected sheet will be linked to the baseline sheet of the Main Project Sheet.

Link Preview of Sub Lead Gantt - 1

6. To open the linked sheet, click the link, and the linked sheet will be opened even if the sheet is not previously opened in your browser.

Linked Section

Notice that, after linking the subproject sheet to the main project sheet, the Start Date and End date of the entire project will be changed.

Also, only the tasks from the subproject will be displayed in the linked section. However, the tasks from the mini-project sheet, which is linked to the subproject sheet will not be displayed in the main project sheet. This is because the subproject sheet is the parent sheet of the mini-project sheet which has nothing to do with the main project sheet.

The start and end dates of the mini-project sheets will automatically get transferred into the linked section in the main project sheet. This ensures that the start and end dates are all working correctly.

Every sheet will give you the start and end dates for the project based on all the blue sections in the sheet as well as the sections that are linked to it, which are all the orange sections.

The updates that actually roll over into the main project sheet will also keep into account the dates of the linked section. 

Now, for example, you want to link another sheet in which the project is actually started.

Locked Baseline Sheet

In this sheet, you will already have the baseline sheet with a lock on it and the actual sheet. 

After linking the sheet to the main project sheet, you will notice that the data in the linked sections, in the main project sheet, will actually be picked up from the baseline sheet of the linked sheet. This is because the main project is not started yet and hence the baseline sheets will be linked.

Data in Linked Section

If you try to change the baseline sheet of a project which has already started, then the application will give you a warning.

Warning Message

This is because when the project has started the baseline sheet will be locked. If you change anything in the baseline sheet, then you will not have a baseline to compare the progress of your project with. 

As all the owners for the different tasks and all the mini-projects and subprojects keep making updates/changes, you can track the progress of the project by clicking the Update button on the sidebar, in the main project sheet, at regular intervals.

LD Update Button

All the linked data from all the link sheets will be updated. However, only the data based on the last updates in the linked sheets will be updated in the main project sheet. 

If the sub-teams do not update their respective project sheets, then nothing gets updated in the main project sheet. So the sub-teams have to make sure that they update the progress and it is rolling over to the main project sheet. 

1. To start the project in the main project sheet, click Start Project on the sidebar.

Start Project

If you start the project in the main project sheet which is linked to a subproject sheet in which the project has not yet started, a dialog will be displayed saying that the project in the subproject sheet will be started.

Important

2. Click Yes

The project in the subproject sheet will be started. The baseline sheet will be locked and the actual sheet will be created.

Actual Sheet

The best practice is to set up a baseline, for the main project sheet, and all the subproject/mini-project sheets that will be linked to the main project sheet. Once you have set-up these, start the project from the main project sheet so that all the linked sheets have their projects started in them as well.

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