How to create master and child projects in CLM 3.0.1.2
2 answers
Hello Vijay
Let me answer this from RTC perspective..
You can use the option of "Process sharing" in the Project Area Administration, by making the Project Area that you wish to make as the Master PA, as "
Let me answer this from RTC perspective..
You can use the option of "Process sharing" in the Project Area Administration, by making the Project Area that you wish to make as the Master PA, as "
Use the process from another project area for this project area".
See the following link for more info:
Standardize process in your organization by using project area process sharing
I see that the same option is also available in RRC too, but I am not sure if the same procedure works for RRC too.
See the following link for more info:
Standardize process in your organization by using project area process sharing
I see that the same option is also available in RRC too, but I am not sure if the same procedure works for RRC too.
After you finalize and created the master project area, you can create Child project areas by selecting the Unconfigured Process template and from the process sharing section you should be able to point it to the master project area and the child PA will consume the process of the master. Here are the steps