Is it possible to set up parent/child projects?
I’m trying to set up parent/child projects but cannot figure out how to do it. Can anyone please help? To be clear, I know how to set up parent/child project tasks but I’m preferring to the project itself.
On project forms, there’s a field called Parent where you should be able to specify a customer or a project as the parent record. Check your form to make sure it’s visible and not renamed (for example, we rename it to Customer as we don’t want to have multiple levels of projects).