With the publication feature, you can use selected planning elements (i.e. activities and milestones) in other projects.

Application examples:

• There is a global annual department planning. The goal is to adopt activities from the global planning into other projects that take place during the year. If a change is made to the activity in the global plan this should be incorporated into the other projects.
• You want to incorporate milestones from a corporate milestone plan into projects of different departments.

TIP If you don’t want to use individual planning elements in other projects, but set dependencies between two or more projects, then we recommend to create a project group.

Topics

Publish planning elements
Necessary permissions
How to use published elements in the target project
Behavior in case of constraint violation

Please follow these steps to publish planning elements from a source project in a target project.

1. Open the planning of the source project. Mark the activity or milestone in the Gantt plan that you want to use in another project.
2. In the side panel on the right you will find the group Publications.
3. Under Publications, click on Select project.
4. A drop-down menu will open. The projects for which you have the reading permission are displayed. You can select the desired target project either by double-clicking or by clicking once and then clicking Apply.
5. When the publication was successful, you will find a link to the target project in the side panel in the Publications group. If you want to delete the publication click on the recycle bin right of the target project.

TIP Display the publications in the planning list. If an element has been published, you can recognize this by the displayed icon. This way, team members can see at a glance in the Gantt plan which planning elements have been published to other projects.

NOTE It is only possible to publish activities and milestones. The assigned work packages are only visible in the source project. Summary activities cannot be published.

NOTE If an activity has already been published in another project, which the current user is not allowed to access, he or she will only see the remark “Project” in the Publications group.

A user needs the following permissions to be able to publish planning elements:

• In the source project: Read planning
• In the target project: Read planning & Edit planning

You’ll find planning elements that have just been published in the target project at the end of the Gantt plan. Now you can move them manually to the place where you want to use them in the plan by using the arrow buttons in the Ribbon on the Edit tab.  

Published elements are marked by a circular symbol in the Gantt plan.

Published elements can be used just like “normal“ planning elements in the Gantt plan, i.e. you can create dependencies between them and the other planning elements.

Clicking on the published planning element in the target project will open the side panel where you will find the notice that the regarding object is a published activity from another project and a link that leads you to the source project.

By clicking onto the link you’ll get directly to the source project (provided that you have reading permissions in the source project). Only there you can edit or delete the published element.

IMPORTANT A published activity can only be edited in the source project and will not be displayed if you take a snapshot in the target project. A planning element can only be published from the original source project of the activity. Further publications into third projects are not possible.

TIP Use the filter Current Project to blank published elements from the target project.

In the course of project planning it is possible that team members edit a published activity in the source project. This might affect the planning of the target project.

In this case, you will find a notice when you first open the planning after the change has been made. 

The planning can be adjusted automatically. Activities and milestones that depend on the published elements will be moved accordingly. The rest of the planning is not affected.