Related Items - Overview

The ability to easily relate items to one another is a powerful feature of PPM.

By creating a related item link you associate two or more workspace items, or link a workspace and a supporting document, making it easy for team members to navigate between the items. You can relate multiple items, and if items no longer need to be related, remove existing links. This makes it simple for team members to quickly review all the items related to a particular task, issue, or appointment, for example.

When creating a link from an existing item to an existing item, you can link across any workspaces to which you have access (assuming access to the items as well).
When creating a link from an existing item to a new item, you can only link to a new item in the same workspace as the existing item.

Note: Related item links are only available to users with permission to view all of the items that have been linked.

When you create a related item link between items, an icon displays in list views when either item appears. Clicking that icon opens the item details for the related item, making it easy to quickly jump to the relevant document.

For example, if you create a discussion called Regular Friday meeting? and want to reference a document "Internal Directory.xls" in the discussion, you can create a related item link between the discussion and the document. A related item icon appears next to both the discussion and the document. Mouse over the icon to display the related item name, and click the icon to open the associated item.

Once the link has been created between items, the related item(s) appear on the Related Items tab of the Item Details window for each item. For example, in the Item Details window of the Regular Friday meeting? discussion, the document Internal Directory.xls is listed on the Related Items tab.