Sub Project Templates List

Who can use it?	Where is it?
Director Administrator System Administrator	Administration Tools > Sub Project Templates

1. Click New .
2. Fill in all the mandatory fields shown in blue on the General tab.
3. Click Save .
4. (Optional) Click on the Rates tab, and define any special rates required.
5. (Optional) Click on the Team tab, and define which staff members are part of the project team.
6. (Optional) Click on the Tasks tab, and define which default or custom tasks are to be included for this type of sub project. NEW 4.8.2
7. (Optional) Click on the Budget tab, and define the budget template for this type of sub project.
8. (Optional) Click on the Drawings tab, and define which drawings or documents are normally created for this type of sub project. NEW 4.8.5
9. Save and Close .

The copy feature helps you to save time creating additional templates that are similar to the existing record. The details from the General tab of the template are copied to the new record. Complete the following steps to copy a template:

1. Double click to open the existing Sub Project Template.
2. Click the Copy to new sub project template button in the toolbar.
3. The General tab details are copied to a new template.
4. Update the name of the template.
5. Add details to the Rates, Teams, Tasks, Budget, and Drawings tabs if required.
6. Save and Close .
7. The template is now shown at the end of the list.

Click the Colour button in the toolbar to assign a colour to the sub project template. This colour is used in the Resource and Capacity Management module. The colour assigned to the sub project template is automatically applied to any custom tasks defined on the Tasks tab of the Sub Project Template. The Sub Project and linked Tasks will be shown with this colour in the project work breakdown tab and planning board features.

Add a colour to the sub project template by:

1. Highlight the sub project template in the list.
2. Click the colour button .
3. Select a colour from the colour palette.
4. Save and Close.
5. The colour will is now shown in the second column from the left in the list.

*Synergy Enterprise Feature* 

Within the Project a copy feature exists for sub projects, which allows you to copy an existing sub project to create a new one. This is the alternate method to using Sub Project Templates. This means that once a sub project is added to the project (i.e. the disciplines, rate groups and cost centres have been set), you can copy it and then rename it. Rather than creating a separate template for a set of sub project when the discipline, cost centre or rate group information is different, try using the following method:

1. Create a list of sub projects, allocating one sub project for each cost centre, discipline or rate group combination.
2. Attach to the Project the one Sub Project that applies.
3. Within the Project > Sub Project tab > Copy the sub project .
4. Allocate a name for the sub project.
5. Add the fee amount, if applicable.

Sub project name	Properties
Sydney Structural fixed fee	Cost centre: NSW; Discipline: Structural; Rate Group: Sydney
Sydney Civil fixed fee	Cost centre: NSW; Discipline: Civil; Rate Group: Sydney
Darwin Structural fixed fee	Cost centre: NT; Discipline: Structural; Rate Group: Darwin
Perth Hydraulic fixed fee	Cost centre: WA; Discipline: Hydraulic; Rate Group: Perth
Borders fixed fee	Cost centre: AU; Discipline: Shared services; Rate Group: Borders

Change the order of the Sub Project Templates list to ensure that the most used templates are located at the top of the list. This sort order is used within the Project when selecting which Sub Project Templates to add to the Project. Sort the template order by:

1. Click the Sort the sub project templates button in the toolbar.
2. Use the following toolbar buttons to change the order of the templates:
   1. Move to Top
   2. Move Up
   3. Move Down
   4. Move to Bottom
   5. Sort the list from A to Z
   6. Sort the list from Z to A
3. Save.
4. The new sort order will be shown in the add Sub Projects Templates window within a project.

Change a Sub Project to be inactive to remove it from the Sub Project Templates selection window within the Project. Making a template inactive keeps a record of the template in Synergy. View the inactive templates using the inactive list filter. Making a template inactive provides the option to re-activate the template at a future date if it is required again. Complete the following steps:

1. Double click the template in the list.
2. Uncheck the 'Active' box on the General tab of the template.
3. Save and Close.

If a Sub Project Template was created by mistake, it is possible to delete it from Synergy to stop it being used for future projects. To delete a Sub Project Template:

1. Double click the template in the list.
2. Click the delete button in the toolbar.
3. Click Yes to confirm deletion.
4. The list is refreshed and the deleted template is no longer shown.

Filter the list to find the templates you require using the filter drop down list in the top right corner of the toolbar. The following filter options are available:

1. ActiveTemplates marked as Active are shown in the list. This is the default list filter.
2. Not ActiveTemplates marked as Inactive are shown in the list.
3. AllBoth Active and Inactive Sub Project Templates are shown in the list.
4. Search...Use this search for a keyword in the name of all the Sub Project Templates.