Associating other applications or cases

You can associate related application records to make them easier to manage. You can associate a project application with another project application as either a parent or child. You can also associate project applications with applications, cases, and licenses from other CDR modules.

To associate a parent project application you can use either Lookup Applications or the Application InfoViewer.

• In the lookup, select the correct application, click Action, and select Associate a Parent Project Application. Then specify the identification number of the parent application in the Parent A/P # field and click Save. You can select multiple applications in the Lookup Results grid to associate them all with the same parent.
• In the InfoViewer, select the Related Records tab and specify the parent application in the Parent Project Applications grid.

To associate one or more child project applications, select the Related Records tab in the InfoViewer and specify the child applications in the Child Project Applications grid.

To associated other applications, use the Other Applications and Cases grid on the Related Records tab of the InfoViewer. Select the correct CDR module from the Product Family list, specify the application number, and click Save. In the lookup, you can also click Action and select Associate a Planning Application to associate one or more planning applications with a project application.