Sub Project Tab

Setup required before use	Who can use it?	Where is it?
Sub Project Templates Staff access level Rate groups Disciplines Cost Centres Note template Project folders Project teams	Project Manager Director Administrator System Administrator   Note: An assistant project manager can open a sub project to review budget actuals and update the sub project sort order.	Projects > Project Plan > Sub Projects Projects > Sub Projects

Use this button in the toolbar to add a new sub project. This method defaults all the fields to blank, and allows you to enter a new sub project from scratch. Learn more about how to add a new sub project, including what each of the tabs are used for.

To delete a sub project it must be at Proposal status. To delete a sub Project

1. Select the Sub Project in the list.
2. Click the delete button in the toolbar.
3. Click 'Yes' on the confirmation prompt.
4. The Sub Project has now been deleted.

1. Click this button to display the pop-up list of all the Sub Project templates.
2. Check the box in the 'Selected' column for each sub project template you want to add.
3. Click Save to add the Sub Projects.

Create a new sub project, by copying the general sub project details from an item in the list.

1. Select the Sub Project you want to copy in the list.
2. Click the Copy button .
3. The new sub project is shown. Enter the Sub Project Name.
4. Update any of the other General tab fields if required.
5. Update the Fee Type and Sub Project Fee values.
6. Save and close.
7. The Sub Project is displayed in the list.

Use the 'Phases & Sorting ' button in the toolbar to turn phases on/off and update the sort order of the sub projects. Re-order sub projects by using drag and drop, or using the toolbar buttons to shift the sub projects or phases up or down the list. The Project Audit tracks the changes to the phase names, sub project names, and when phases is turned on/off.

The default filter applied to the sorting window is 'Proposal and Active'. This only shows sub projects (and related phase groups) that are at either Proposal or Active status. This matches the filter applied by default in the Sub Projects tab. Change the filter in the top right corner of the window to 'All' to find a sub project of a different status.

Add colours to each sub project as a label for use in the Resource and Capacity Management module. *Synergy Enterprise clients only*

1. Select the Sub Project in the list.
2. Click the colours button in the toolbar .
3. Pick the colour to be used from the colour palette.
4. Save and Close.
5. The colour will now be shown next to the Sub Project Name in the list.
   

Complete the following steps to change the status of the sub project.

1. Select the Sub Project from the list.
2. Click the Sub Project Status button.
3. Select a status to apply to the sub project from the right panel. The status option auto selected is the current project status.
4. Check the box for any other sub project that you want to update to the same status.
5. Save.

Click the image above to see how to change the sub project status.

Click the button in the toolbar to open the project folder in Windows Explorer.

Use this feature if you have the requirement to store saved documents, drawings and all other correspondence in individual folders for each Sub Project. The Sub Project folders can be viewed by selecting the icon to open the folder from the Sub Project tab . 

1. Open a Sub Project.
2. Select Documents.
3. Select Rebuild Sub Project folders.
4. A folder will be created for each sub project within the Project folder. 

1. Click the Edit button in the toolbar.
2. Enter the Total Construction Value.
3. Enter the cost of any variations.
4. Enter the Construction Percentage.
5. Save and Close.

Learn more about Construction Costs and what this information is used for.

1. Open a project.
2. Select Documents from the toolbar.
3. Select Create sub project document.
4. Click the drop down at Sub project and select the sub project you are creating the document for.
5. A list of Sub project type documents will appear - select one.

 Alternatively, double click the sub project and select 'Create sub project document' from the Documents item on the toolbar.

The following filter options are available:

1. AllThis option shows sub projects for every status available in Synergy.
2. ProposalOnly Sub Projects which are at Proposal status are shown. If customised Proposal status are in use, these will also be shown.
3. Proposal & ActiveOnly Sub Projects which are at Proposal or Active status are shown. If customised Proposal or Active statuses are in use, these will also be shown.
4. ActiveOnly Sub Projects which are at Active status are shown. If customised Active status are in use, these will also be shown.
5. Complete & UnsuccessfulAll Sub Projects which are at Complete or Unsuccessful status are shown.

1. Colour NEW 4.8View what colour has been assigned to the sub project. The colour is used within the Resource and Capacity management module to make the sub project easier to locate on calendar views. The colour assigned to the Sub Project is the default task colour for staff and inspection rate types. *Synergy Enterprise clients only*.
2. Sub Project NameThe name of the sub project is shown. This name will be used on client documents and invoices.
3. Client Reference # NEW 4.8This is an optional column which displays the client reference number for the sub project. Add this column via a right mouse click > Optional columns.
4. Fee TypeThis displays the fee method to be used by the sub project for invoicing and billing purposes. The fee types available are Fixed Fee, Percent of Project, Hourly/Cost Rate, Capped Rates, and No Billing. Learn more about each fee type.
5. StatusView the current status of each sub project. Learn more about the affect of a project status.
6. ManagerView the internal staff member who is in charge of each of the sub projects.
7. DisciplineView the practice discipline that has been selected for each sub project.
8. Cost Centre NEW 4.8.8View the cost centre that has been selected for each sub project.
9. Construction Fee %This is an optional column which displays the construction fee % breakdown for the sub project. Add this column via a right mouse click > Optional columns.
10. Fee / Cap $This is an optional column which displays the agreed fee or capped rate for the sub project. Add this column via a right mouse click > Optional columns.
11. Specific Rates NEW 4.9.2 and 4.9.3This optional column displays a checkbox. If checked then specific rates have been entered for the sub project, if blank then they have not been defined. Use this to see at a glance which sub projects have been setup with special pricing applied.