Linked Projects

Linked Projects allow a single project to appear in multiple locations in Connections Online while keeping the underlying project data synchronized. This helps departments, teams, and organizational levels stay aligned without duplicating work or maintaining separate versions of the same project.

How Linked Projects Work

A linked project references the same underlying project record as the original. Most project data is shared across all linked versions, so updates made in one location appear everywhere the project is linked, as long as the user has permission to update the original.

Each linked project also maintains a small set of fields that are unique to that specific instance. This allows different pages to track their own status or progress while still sharing the same tasks, dialogs, metrics, and team information.

If a linked project is placed under a different page ancestor, it can also have its own security settings.

What Stays Synchronized Across Linked Projects

The following project data is shared across the original and all linked versions:

• Business Case
• Tasks and subtasks
• Dialogs
• Metrics
• Team members and roles
• Hours and effort tracking
• Most core project fields such as name, description, and dates

Updating any of these areas on the original or a linked version updates them everywhere.

What Differs Between Linked Projects

These fields are unique to each linked project and do not sync across versions:

• Project status
• Project phase
• Tracking label
• Near highlight override
• Percentage complete
• Security when the linked project is placed under a different page ancestor

These independent fields allow each page to track its own perspective on the project’s progress.

Use Cases for Linked Projects

Linked Projects are helpful when a project needs to appear in multiple places while keeping the underlying work unified.

Cross‑department collaboration A project owned by one department can be linked to another page so leadership or other teams can see the same tasks, dialogs, and metrics while tracking their own status and progress.

Multi‑level strategic alignment A project supporting a strategic initiative can appear under several departments or organizational levels. Everyone sees the same project content, but each page can maintain its own progress indicators.

Shared projects with different security If a project needs to appear on a page with different access rules, a linked project allows the same underlying data to be visible while respecting the security of each page ancestor.

Benefits of Linked Projects

• Real‑time synchronization across all linked versions
• Consistent project information for all teams
• Flexible tracking through independent status and progress fields
• Security that adapts to the page where the linked project resides

This structure keeps project information unified while allowing each department or page to track progress in a way that fits its workflow.

Creating a Linked Project

1. Select the Add Project icon in the page header.
2. Choose Link to an Existing Project.
3. Choose the project to link from on the left side.
4. Choose the location for the new linked project.
5. Choose the project status.
6. Save.