Project Collaboration allows you to create “child projects”, Forecast Pro projects that contain subsets of your project’s items and can be worked on separately within Forecast Pro. Overrides or new baselines generated in the child projects can be imported into your project, the “parent project.” This process allows you to define which items each person has access to, allows multiple individuals to make changes simultaneously to the separate child projects, and allows the individuals to work in Forecast Pro. To implement this approach, you first create the parent project, reading in historic data for all items, and then create child projects using the Project Collaboration dialog. The child project “inherits” all data for the items it is assigned and can also import additional “optional” data (e.g., helpers, explanatory variables, external data etc.). However, the child project’s historic data must be updated from the parent project.
If forecasting is enabled in the child project and the child project uses a Forecaster license, new baseline forecasts can be generated in the child project and imported into the parent project. Overrides can be made in the child project with a Forecaster or Collaborator license and then imported into the parent project. Project collaboration is an excellent way to break up a project into more manageable components and then consolidate baseline and final forecasts for all items in a single “parent” project.
Please note that child projects can only be created and updated when the parent project is in its default hierarchy and units. Changing units or reordering the hierarchy is not supported in the child project.