Insert a subschedule into a schedule

As a schedule coordinator, you can insert a subschedule into another schedule, which then becomes the master schedule. You can insert a subschedule using either the master schedule's Task tab or the Gantt tab—whichever view you prefer.

Note: If your system administrator has enabled the SM_AUTO_EXTEND_SCHEDULE_MASTER_DATE preference, and you insert a subschedule that is outside the Start Date and Finish Date boundaries of the master schedule, the master schedule's dates automatically expand to accommodate the subschedule. If this preference is not enabled, and the subschedule's boundary dates are outside the master schedule's boundaries, the subschedule is not inserted.

Restrictions

• The subschedule must be set to Published.
• Subschedules are supported only one level deep on the master schedule — you can't insert a subschedule into another subschedule from the Task or Gantt tab within the top master schedule. You can, however, navigate to the Task or Gantt tab within a subschedule and insert a (sub) subschedule in that manner; the subschedule then becomes the master schedule for the (sub) subschedule.

Note: The following steps also apply to inserting a subschedule template into a master schedule template.

Procedure

1. Navigate to the schedule in your folder structure or from the Gantt view.

2. Select the desired schedule (to be the master schedule) and click Open.

3. Click either the Tasks tab or the Gantt tab, depending on the view that you prefer.

4. Do one of the following to ensure that the subschedule is inserted in the desired location:

   To	Do
   Insert a subschedule between master schedule tasks	Select the task row above which you want to insert the subschedule.
   Insert the subschedule after all the master schedule tasks	Select the master schedule's summary task.

5. Do one of the following:

   To	Do
   Insert a subschedule on the Tasks tab	Click More Commands > Edit > Insert Sub-schedule.
   Insert a subschedule on the Gantt tab	Click Insert Sub-schedule.

6. In the Insert Sub-schedule panel, do one of the following:

   To	Do
   Search for a schedule	Click the Search tab, enter the search criteria, click search, and select a schedule from the returned list.
   Select a schedule that was previously copied to the paste buffer using Copy	Click the Palette tab and select a schedule from the Clipboard section.
   Select a favorite or recently viewed schedule	Click the Palette tab and select a schedule from the Favorites or Recent section.

7. Click Insert.