Forum Discussion
Merging Subprojects
We've recently been asked to combine our individual schedules into master files prior to delivering to the customer. Each sub schedule contains data in the Outline Codes (OC). However, upon inserting the schedules (link unchecked) the master file does not contain any of the OC data. I've tried to ensure that the master file OC fields are populated with the dropdown selections prior to inserting a schedule.
Any suggestions on how to get the schedule insertion to bring all the OC data?
RCook1959,
Custom Outline Code fields are unique to a file. When you insert a subproject into a master (unlinked), the master does not contain the same custom Outline Code field so you will have to do an end around run. Here are a couple of choices.
- Transfer the Outline Code field to a Text field (e.g. Text1) with a simple copy and paste. The Text field will transfer when you create the static master so just use that at master level.
- If you really want the data to exist as an Outline Field in the static master, do three things. First, copy the Outline Code field in each subproject into a Text field as in step one. Two, use the Organizer to transfer the custom Outline Code from each subproject to the master (Note, you will need to do this one at a time for each subproject if the same Outline Code field is used but with different values in each subproject). Three, use the Text field data at master level to select the Outline Code at master level.
Easy and convenient? Yeah, not so much but sometimes you just gotta punt.
John
RCook1959,
Custom Outline Code fields are unique to a file. When you insert a subproject into a master (unlinked), the master does not contain the same custom Outline Code field so you will have to do an end around run. Here are a couple of choices.
- Transfer the Outline Code field to a Text field (e.g. Text1) with a simple copy and paste. The Text field will transfer when you create the static master so just use that at master level.
- If you really want the data to exist as an Outline Field in the static master, do three things. First, copy the Outline Code field in each subproject into a Text field as in step one. Two, use the Organizer to transfer the custom Outline Code from each subproject to the master (Note, you will need to do this one at a time for each subproject if the same Outline Code field is used but with different values in each subproject). Three, use the Text field data at master level to select the Outline Code at master level.
Easy and convenient? Yeah, not so much but sometimes you just gotta punt.
John
Thanks John. You confirmed what I decided to try today.
All the subprojects and the master template contain the same outline code options. No matter what I did I couldn't get them to populate the master.
I finally modified the macro to copy the data to a text field when offloading the schedules from the server. Then when creating the combined master schedule the next macro was modified to reapply the OC data from the text fields and clear the text fields.
Exactly what you described. It worked and the static master contains the data.
