Home Forums Discussion Subset of data in a MS Project 2016

This topic contains 6 replies, has 2 voices, and was last updated by  Chris Waller 6 months, 2 weeks ago.

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  • #414668 Reply

    Chris Waller

    Hi,

    A colleague of mine has a very complex MS Project. What he wants to know is, is it possible to create a subset of some of the data in another project and somehow link the two so if the dates change in one of the projects it updates the dates automatically in the other project?
    If anyone knows if this is possible I would appreciate clear instructions as I am not a whiz on Project neither is my colleague.
    TIA

    #414669 Reply
    Jigs Gaton
    Jigs Gaton
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    Chris, just do what you can to learn about Master Projects and Sub Projects (it’s in the interface). Basically, you create a master plan, imbed the subsets, and then use the master plan or any of the subprojects to change the data, and then data is automatically updated in both places (master and sub). It’s really easy but the only caveat is that you don’t want to move file locations after you set things up. Links are created, and while they can be broken / changed, it’s not intuitive. Also, hosting linked .MPP files on cloud services (with bad / iffy connectivity) can also be problematic. Just a few thoughts – best, Jigs

    #414670 Reply

    Chris Waller

    Jigs,

    Thanks for the prompt response. I will try to learn about Master Projects and Sub Projects. I cannot pretend that I know how this works, but I will work on it

    #414672 Reply
    Jigs Gaton
    Jigs Gaton
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    @chris sure thing, and it is not complex, u (or ur pal) just have to learn the clicks to imbed sub project(s), and off u go. You may be familiar with the concept in Microsoft Word (called Master Document). Under View / Outline / Master Document in MS Word, you are doing essentially the same thing in MS Project under Project / Subproject. Good luck!

    #414674 Reply

    stein milward

    Chris
    It’s like Jigs says, very straight forward. The only difference is that you use the CTRL key to select tasks in the subprojects to link tasks.

    BR
    Stein Milward
    Kurs og planlegging
    http://www.msproject.no

    #414675 Reply

    stein milward

    Chris

    One thing about master and subprojects. Never ever involve summary tasks in your link’s, that can cause MASSIVE corruption of the master project. Always link task’s to other task’s – never link to or from summary tasks!!!

    BR
    Stein Milward
    Kurs og planlegging
    http://www.msproject.no

    #414688 Reply

    Chris Waller

    Stein,
    Thanks for your post yesterday. I wonder if you could expand on what you were saying about using the CTRL key to select tasks in the subprojects to link tasks.

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