Creating and Managing Master Project Files in Microsoft Project
Learn to create master project files with multiple sub-projects, edit them from the master or source file, and link summary information for automatic updates.
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How to link multiple projects into one file. Microsoft Project
Added on 09/28/2024
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Speaker 1: Hi guys, welcome to this session in Microsoft Project. In this module I want to show you how you can create a master project file where you've got multiple sub projects in one place, where you can edit a sub project from the master file or edit a project from its source file. I'm also going to show you how you can just bring in summary information and have it linked and automatically update in a master file. So two methods. So first of all I've got this blank file which I'm just going to call master projects and then I'll get going bringing the files in. So master projects and then just give myself a space. The first one is I'm on the project tab, sub project and then you just go navigate to where they're sitting. So I'll go for software implementation, comes in and if I go for another one, sub project, develop strategy, that one. I brought those two in. Now I'm going to indent those two projects underneath the title. So just indent those so I'll get a 48-day run on the actual duration of the project. So you can see that there it's gone back in time a little bit, quite a lot actually. So I open up project, software implementation. This is the actual project so any changes I make here will be reflected in the source file. Likewise with this one, any changes I make, so if I change the start date on any of this for example, it will reflect in the source file. So if I put the start date to today, see what happens there. So that's a short cross and if I just pull that down, so it's all starting today and everything's moved across and then the whole timelines come down a bit. You can format the Gantt chart as you can with any Gantt chart, just to show task names like so. So that's the task names of these two projects. So these two projects sit alone elsewhere where somebody could be working on them and now you've opened them up in this view and you can manipulate them. If you want to link these two together so they have to follow on, you just basically do this. So project complete, hold my control key down and core teams, let's say those two are linked. Click the link and then it follows on. Now these are not linked, so if I just do the links here, so that would be four, five and six, so then they just follow on. This is following on that and these are not linked, so if I just go let's go two SS, just get that one going, three, four, five and then this wants to be three SS, three start to start, seven, eight, nine and that's going to be linking to six and ten, six comma ten. So I could link all that one up as well. So now this project goes first, it's all driven by that that milestone that PO issued. This one's following on because I've got a link there, they're all linked together. So that is one way and then you can collapse these down like so. You've just got the overarching timeline and if you double click on these you can put the bar text on there as well. So if I just put name on that one, it's going to tell me what that is and likewise with this one. To the right, name and then that will be on the end of that to put strategy and then that one to the right, name, master projects. So you've got that on the Gantt chart itself. So that is one way of doing it. Now if I close all this down, I'll just get myself a new file actually, ctrl N new and I'm going to call this project A and project A and let's have two tasks, task A, task B, indent those two, indent and let's say these are three and five and that's linked to that two. So that's a duration going over the weekend there, you can see the weekend there. What you can do is if I get myself another new file, I'll call this master, this is a different way of doing it. So you're basically bringing in the summary tasks for each one of these. If I go back to that one, you highlight row one, do ctrl C to copy and then come back into this file and then go paste, special, paste link, okay. Before I do that highlight the thing would help, paste special, paste link, okay. Brings it in, indent it across, nine days total, project A nine days. Go back to the project, put some different durations in, 56, so that's gone to 60 days, come back and your timelines pick that up, 60 days. So you could bring multiple timelines in, headline information from a big project or lots of headline information from lots of different projects. If you've got both files open and you double click on project A in this master file, it just goes into the actual project A file. So there's two ways that you can create a master project file. One with sub projects, where you're bringing the whole project in, that was the first one that I did, this one, where they're all in there and you can edit the information and whatever you do to this will affect the source file. And then the other one, the last one I did, was you're just doing paste special, paste link from a headline that is going to update as you change these durations. So I put that lower, that's coming back down and this will pick it up. 12 days, 12 days picked it up. Okay, so that's all I want to talk about in this little video. Hopefully it was useful for you. Thank you for your time, I'll catch you in the next one.

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