{"id":20946,"date":"2026-06-03T12:52:08","date_gmt":"2026-06-03T17:52:08","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=20946"},"modified":"2026-06-03T12:52:09","modified_gmt":"2026-06-03T17:52:09","slug":"associated-projects","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=20946","title":{"rendered":"Associated Projects"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\">Associated Projects<\/h1>\n\n\n\n<p>Associated Projects let you link related Projects together so a larger \u201cparent\u201d Project can track the progress of smaller \u201cchild\u201d Project. This is useful when your company runs a high-level Company Project made up of several departmental Projects or when you want one place to view related work and combined progress.<\/p>\n\n\n\n<p>This article explains what associated Projects are, how to open the Related Projects panel, how to add or remove a parent or child, and how to read the indentation that shows the relationship hierarchy.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">What are Associated Projects?<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Associated Projects<\/strong> is a simple one-to-many relationship: a Project can have <strong>one parent<\/strong> and a parent can have <strong>many child<\/strong> Projects.<\/li>\n\n\n\n<li>A parent Project\u2019s <strong>aggregate progress<\/strong> represents the combined completion of work in the parent Project <strong>and<\/strong> its direct child Projects (computed from the Tasks in those Projects).<\/li>\n\n\n\n<li>The Related Projects panel displays the parent (if any) and a list of children. Indentation in the list shows how Projects are nested (parent \u2192 child \u2192 grandchild, etc.).<\/li>\n<\/ul>\n\n\n\n<p><strong>Important notes<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Only users with permission to edit the Project can add or remove associations.<\/li>\n\n\n\n<li>Projects must belong to the same company\/tenant to be linked.<\/li>\n\n\n\n<li>To prevent mistakes, the system prevents cycles (you cannot make a Project a parent of one of its own ancestors).<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to open the Related Projects panel<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>Project Details<\/strong> page for the Project you want to inspect.<\/li>\n\n\n\n<li>Click the <strong>Related Projects<\/strong> button near the top of the page (it toggles a panel without reloading the page).<\/li>\n\n\n\n<li>The panel will expand and show the Project\u2019s parent (if set) and a list of children.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to add a parent Project to the current Project<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Use this when you want the current Project to be a child of an existing higher-level Project.<\/p>\n<\/blockquote>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Project Details page for the child Project.<\/li>\n\n\n\n<li>Click <strong>Related Projects<\/strong> to open the panel.<\/li>\n\n\n\n<li>If the Project already has a parent, the parent will be shown at the top of the panel. If there is no parent, the parent area will read \u201c\u2014\u201d.<\/li>\n\n\n\n<li>Use the parent control to set a parent:\n<ul class=\"wp-block-list\">\n<li>Start typing the name or ID of the Project you want to assign as the parent (the field uses search\/autocomplete).<\/li>\n\n\n\n<li>Select the desired Project from the search results.<\/li>\n\n\n\n<li>Confirm the selection (Add \/ Save).<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>The system will validate the selection (permission and tenant checks, and cycle prevention). If validation succeeds the child\u2019s parent is set and the parent appears in the panel.<\/li>\n<\/ol>\n\n\n\n<p><strong>To remove a parent<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Remove Parent<\/strong> (or use the parent remove action). The current Project will no longer have a parent after confirmation.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How to add a child Project to the current Project<\/h2>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p>Use this when you want the current Project to act as the parent for an existing Project.<\/p>\n<\/blockquote>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the Project Details page for the Project you want to become the parent.<\/li>\n\n\n\n<li>Click <strong>Related Projects<\/strong> to open the panel.<\/li>\n\n\n\n<li>In the <strong>Children<\/strong> area, use the Project search\/autocomplete to find the Project you want to add as a child.<\/li>\n\n\n\n<li>Select the child Project from the search results and click <strong>Add Child<\/strong> (or the equivalent action).<\/li>\n\n\n\n<li>The system will set the selected Project\u2019s parent to the current parent\u2019s id (after permission\/tenant\/cycle checks). The new child appears in the list.<\/li>\n<\/ol>\n\n\n\n<p><strong>To remove a child<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click the <strong>Remove<\/strong> button next to the child in the list and confirm. The child will be unlinked from the parent.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">How indentations show hierarchy<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The Related Projects list uses indentation to show parent \u2192 child relationships:\n<ul class=\"wp-block-list\">\n<li>The <strong>parent Project<\/strong> is shown at the top (not indented).<\/li>\n\n\n\n<li><strong>Child Projects<\/strong> are listed under the parent and are indented one level.<\/li>\n\n\n\n<li>If a child Project itself has child Projects (grandchildren), each level is indented further to reflect the nested relationship.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Indentation visually communicates ownership and nesting: more indentation = deeper level in the Project hierarchy.<\/li>\n<\/ul>\n\n\n\n<p><strong>What the indentation means for progress<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The parent Project displays <strong>aggregate progress<\/strong> that reflects the work in the parent Project and its <strong>direct children<\/strong> (the panel also shows progress for each listed child).<\/li>\n\n\n\n<li>If your organization later enables deeper aggregation, the UI will continue to show nesting via indentation so you can see the full structure at a glance.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Troubleshooting &amp; tips<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Can\u2019t add or remove relations?<\/strong> Check your permissions: you must have update\/edit rights on the Project to modify associations. Also confirm both Projects are in the same company\/tenant.<\/li>\n\n\n\n<li><strong>Trying to add a Project that causes a cycle?<\/strong> The system will reject the operation with an error because cycles are not allowed. Re-evaluate the intended structure and choose a different parent or child.<\/li>\n\n\n\n<li><strong>Performance:<\/strong> If a parent has many children and Tasks, computing aggregate progress may take more time. The panel loads progressively and shows the latest calculated progress; contact your admin if you notice slow performance.<\/li>\n\n\n\n<li><strong>SubTasks:<\/strong> If your team uses subTasks, those are handled in a separate workflow. The parent-Project aggregate currently considers Tasks in Projects (and will be updated later if subTasks need to be included).<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Associated Associated let you link related together so a larger \u201cparent\u201d can track the progress of smaller \u201cchild\u201d . This is useful when your company runs a high-level Company made [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":20947,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[33],"tags":[34,42],"class_list":["post-20946","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-projects","tag-projects","tag-tasks"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20946","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=20946"}],"version-history":[{"count":1,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20946\/revisions"}],"predecessor-version":[{"id":20948,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20946\/revisions\/20948"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/media\/20947"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20946"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20946"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20946"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}