Linking a Capital Project to an Active project on the My Projects can easily be accomplished from the Capital Projects page.
Note: You must have Admin rights to the Capital Planning module in order to complete the steps outlined in this article.
- Navigate to the Capital Planning module located under Program Management
- Select Capital Projects from the left side menu that appears
- Locate the Capital Project that you need to link
- Click on the 3 dot icon that appears in the first column
- Choose the option for Link to Project
- Start typing the project name that you want to link
- Click Save
Helpful Hint: Only one active project may be linked to a given Capital Project at a time. If an active project is already linked to a Capital Project, following the steps above will override the active project. However, an active project may be linked to more than one Capital Project.