About Stacks for grouping projects (program)

With the Enterprise Plan, you can create a project stack for grouping projects. Some companies call the grouping of projects "programs". We just call them "stacks", like a stack of pancakes.

What is a Stack?

A stack is used as a way to have a multiples project grouped together. A Stack is like a big project (or "program") with sub-projects. When creating a stack, the top level parent pie is first created. Then you can either drag an existing project into the stack or create a new project from within the stack. The top pie will display a roll-up of progress from all of its children projects.

How-to Video

How to create a stack

1. Go to the Project List page.
2. If you have permissions to create projects on your workspace, you will see a kabab (...) icon to the right of the create project button. Click this kabab icon.
3. Select "Create Stack for grouping projects".
4. Enter the name of your stack.
5. Select its workspace.
6. Click the green Finish Creating button.
7. To the left of the stack name is a caret (arrow) button. Click this to collapse or expand your stack.
8. See next section on how to add a sub-project.

How to add a sub-project (new stack layer) to a stack

1. Create a new project — Expand the stack and click the Create Project button that's inside the stack to create a new project under that stack
2. Add an existing project — Make sure your project list page is filtered to the same workspace as the stack. You can then drag an existing project from that workspace onto the stack.

Can we add slices (pie phases) to the stack?

You cannot manually add slices to the stack like you can with a project. The way it works is when you create a project inside the stack or drag a project to the stack, the stack pie will then take on the same slice set of that project. Once you add another project inside the stack with a different slice set than the existing project in that same stack, the parent stack pie will then auto remove the slices. This is by design. Since the stack now has two projects with different slices the parent stack pie will no longer display slices. It will then display the green progress bar as a single progress percentage.

Open a different stack project from inside a project with the quick-swap feature

When you open a project under a stack that has more than one project, you will see a caret icon to the right of the project's name at the top of the page. Click this dropdown and you will see the other projects under this stack. You can then select one of those projects to quickly swap the open project view to that project.

About the stack permissions and the Stack Admin

• A project creator can create a stack.
• The person who creates the stack is automatically the Stack Admin.
• The Stack Admin permission gives the ability to edit or delete the stack.
• The Stack Admin can create or drag in projects into the stack.
• A Stack Admin can assign another Stack Admin to the stack.

Viewing files across projects

When projects are under a stack, you can view all files across these projects in one place. You cannot upload a file to a stack. Uploading files still need to be done at the project level.

1. Go to the Project List page and search for a stack with projects that have files.
2. Go to the stack's configuration page by clicking the edit pencil to the right of the stack name on the project list page.
3. Click the file attachment button. You will now see files across the projects you have permission to see. 
4. Click the file bar to display a button to download the file or to jump to the project's files page.

Moving stacks to another workspace

You can move your stack and its projects to another workspace where you are the workspace admin.

1. Open the parent stack to its configuration page by clicking the pencil icon to the right of its label on the project list page.
2. Click the workspace dropdown and select the workspace.
   NOTE: You will only see the workspaces where you are assigned as their workspace admin.
3. Click the update stack green button.

Marking your stack Done

You can mark a stack with its projects as Done so they all get moved to the Done projects page. However, if you mark one project under a stack to Done, it will not move that one project to the Done page. The only way is to move the entire stack with the following steps.

1. Open the parent stack to its configuration page by clicking the pencil icon to the right of its label on the project list page.
2. Change the state to Done.
3. Click the update stack green button.