Establishing a project Hierarchy

S

Silke

Hi,

I was wondering if anyone knew how to establish a project
hierarchy. For example, you may have multiple clients
and for each client have multiple projects. Since each
project is managed by a different person, the project
plans would be individual files. But, from a reporting
perspective, is there a way to tie multiple projects to a
single project, area or client (creating a hierarchy)?

Thanks in advance,
Silke
 
D

Dale Howard [MVP]

Silke --

You could use custom enterprise Project outline codes for this purpose. You
might create two outline codes called Area and Client, and should probably
make these required fields. When a PM goes to save a new project, the
system will require him/her to set select values for each of these two
fields. You should also add these fields to the default Project Center
views so that grouping or filtering can be applied on these fields. Hope
this helps.
 
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