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Primavera Project Planner - P3

Adding and Removing Projects from the Master

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Terry WhiteMember for 22 years 8 months
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I’ve just been spending my lunch hour trying to understand how to remove projects added to a main project when they’re closed out, but still retain the information in the background should I ever need to refer to them again. Is this something that is quick to explain ?

What I need to do is have one Project, i.e. Me and my workload... Into this I setup separate projects as and when which are then linked into the main one. Once a project is finished, it is closed out and doesn’t appear on the Master project anymore.

Can anyone advise me how to go about doing this please ?
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4 replies

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  1. 0
    Alexandre Faulx-Briole ·
    #1
    Terry,
    I would use a filter to display ALL activities except those belonging to the closed projects; I would certainly not remove the closed projects from the master project, in case I need to work on the whole lot of data some day later.
    Alexandre
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  2. 0
    Terry White ·
    #2
    This may sound like a silly question, but how do you ’Close’ a project please ?

    Thanks
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  3. 0
    Alexandre Faulx-Briole ·
    #3
    Terry,
    a project is "closed" when every activity is 100% complete, isn’it ?
    you could possibly add a project code "Status" that says something like "Not started, Running, Closed"
    Alexandre
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  4. 0
    Ashraf Jahangeer ·
    #4
    Hi Terry,

    I also encountered the same trivia while working on my project. Although the project is closed still for historical records it has to be retained in the system.

    What I do is make a copy the project and then delete the original from the master. As to add the project again to master I again copy the project in the master project group.

    Hope this clarifies your querry.

    Regards,

    Ashraf
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