How to link a subproject to an existing project within the project workspace

[WataruS]

I would like to know how to link a subproject to an existing project within the project workspace.

I understand that I can link them by selecting the subproject tab from the following screen and creating a new one, but is it not possible to link them directly within the project workspace?

[WataruS]

Hi @ Anand2799 

Follow the steps below to add the Task table to the exclusion list.

Check if "Planned task" or "Task" table is added to exclusion list with Exclude all child tables=true.

However, customer projects will not disappear even if I select “Delete.”

I checked the link you provided, but the issue remains unresolved. Would it be possible for you to walk me through the steps you took again?

[Anand2799]

Hi @WataruS ,

Don't add "Planned task" or "Task" table to the list, the pm_project inherit these tables so if these tables are in the list and Exclude all child tables=true then this might be the reason button is not showing on the list.

Steps Taken:

1. Navigated to Declarative Actions > Related List Actions.
2. Applied filter: sys_id = "5555b77273131010a0a79329faf6a780".
3. Opened the corresponding record.
4. Went to the Action Exclusion related list.
5. Created a new exclusion record:
   • Added pm_project to the list.
   • Set Exclude this table to true.
6. Navigated to Project Workspace > Opened any record > Details section > Subproject related list.
   • Observed that the New button was not visible.

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Reversal Steps:

1. Reopened the same Declarative Action record.
2. Navigated to the Action Exclusion related list.
3. Selected and deleted the pm_project exclusion entry.
4. Returned to Project Workspace > Opened any record > Details section > Subproject related list.
   • Confirmed that the New button was visible again.