Project Association (Linking projects?)

[meswede1]

Hi,

Not sure if this can be done, looking for a way to "link" projects.

In my case, we have a project with Compliance approval and want to "link" it to a new project to show that it has compliance approval. 

[MoniqueEvans · Accepted solution]

Hey! There are a couple of options to link a project:

• You can add a TypeAhead field to your Custom Form and type in the name of the project
• You can use Cross Project Predecessors to say that a task from Project B starts after a task from Project A completes
• You can also use a Program to house projects that go together. Although not a direct linking, it is a connection

Depending on your workflow I think either of the first two could work for your needs

[NickSkidmore]

Hey @MoniqueEvans,
Question on your first option... Adding a TypeAhead field to your custom form, does it produce a clickable link to that object? I've was hoping to use the TypeAhead field for referencing previous projects, which it does but it does not create a link. Essentially it just creates it as a type field. Am I doing something wrong or is this functionality not there yet?

[MoniqueEvans]

Great question! Natively Typeadhead fields do not provide a clickable link. However, I have fusion so in my use-case I will add a second text field to the form and have fusion provide the URL of the typeahead object for convenience. This may be possible using a calculated field, but I haven't invested time into figuring this out.

[AWoody]

Hi @MoniqueEvans - I am a fan... I am trying to recreate your suggestion (above) in Fusion, but I am a novice. Please would you be able share how you created this scenario?

I have had a go: 

• I have created a Watch Field, selected Project as record type (based on that is what is set up in the typeahead field)
• in 'Field' it gives me limited options of fields available - how do I add the field that I want (I am assuming I am looking to add the typeahead field here). The link Adobe shows under the Field dropdown just takes me to the Quarterly Review page.
• And in 'Outputs' I have selected URL (as that is what I am looking for)

Any assistance would be really appreciated!

Thank you

[MoniqueEvans]

Thanks so much. Here's a screenshot of my Update Original Issue module. I have a custom field called Associated Program and it is filled in during the Fusion scenario by inserting the starter URL and the ID of the newly created Program. Hope this helps!!