You can link a project to the organisational and planning hierarchy. A project can be either linked to an existing Action or a Task.

Open

Figure 1.1

Business Rule – Synchronisation When an Action/Task in   is linked with a project or vice versa the project dates will be updated in and the Action/Task date fields in will be read only. fields. Please refer Figure 1 below. Open Figure 1.2 During the initial synchronisation, all lower-level data (task/sub tasks) are updated in both. Lower-level screens will become read only. fields.  Thereafter you will be able to add Tasks only from. Please refer the three figures below. Any changes performed in will be synchronised with once you click the Save button in the Gantt. The same behaviour mentioned above is applicable when   Task is linked with project. Figure 1: Project dates are updated in, and the action date field is disabled. Figure 2: Tasks included in both and are synchronised during initial linking and tasks are made read only (the edit/delete buttons are disabled) in Figure 3: After initial linking, Tasks can be added only from and will be updated in when the Gantt is saved.

To link a project to an action or a task in Camms.Strategy, you should first choose the correct strategy. This is done via the Project Linkage object's Strategy tab.

You can link your Project to an existing Action or create it as a new Action within Camms.Strategy. To link an action, select the 'Action' from the list.

2.1 Link a Project to an Existing Action

• STEP 1: Click the Existing Action button.

The Strategy dropdown will list the primary and secondary strategies you selected in the project linkage area. By default, the strategy will be set to the primary strategy selected in the project linkage area. However, if you wish to link the project to a secondary strategy you can do so by selecting the relevant strategy from the dropdown.

• STEP 2: Select the relevant action that you wish to link and click Save.

2.2 Link a Project to a New Action

• STEP 1: Click the New Action button.

You will be directed to the page shown below. By default, the Action title will be the same as the project title. You can change it as required.

• STEP 2: Specify the following details and click Save.

2.3 Link a Project to a Task

You can link your Project to an existing Task or create it as a new Task within Camms.Strategy. To link a task, select the 'Task' from the list.

2.4 Link a Project to an Existing Task

• STEP 1: Click the Existing Task button.

The Strategy dropdown will list the primary and secondary strategies you selected in the project linkage area and the relevant action link to that strategy.

• STEP 2: Select the relevant task that you wish to link and click Save button.

2.5 Link a Project to a New Task

• STEP 1: Click the New Task button and specify the following details.

• STEP 2: Click the Save button.

All project tasks created within Task Planning area will be linked as sub tasks within.

You can export information in the object to formats such as PDF, Word, Excel, etc., by following the steps below.

• To generate an export of the object, click on Export button on the toolbar.

• Upon clicking the Export button, you will see a preview of information within the object on a new browser tab.

• Click on export dropdown menu icon and select the preferred export format from the menu to download the file in the selected format.