Getting Started
Learn how to use the Sub Projects Tab within System Settings. There are many preferences available to turn certain features off and on for your staff.
Tip: Before turning on approvals for time or expenses please read our help file or call a services consultant first.
Notify
Project Managers of costs booked to Unallocated costs
Unallocated costs is a default Sub Project created for every project used to capture time/expenses when the fee structure is changed. This option will notify a Project Manager if costs have been allocated to this Sub Project.
Pop
Sub Project templates on save
This option will display a pop form box to make a selection from available Auto Sub Projects when registering new Projects. Use CTRL to multi select or click the Select All option.
Show
Sub Project Construction Fee
This enables the ability to enter Construction Costs and Construction Fees onto a Project, and split the cost across multiple Sub Projects as a $ Value or % Percentage.
Allow edit
of budget items on active sub projects
This setting allows the full system to edit any budget items that have been added within a sub project. By default if this is not turned on budgets can be edited - but only whilst in the Proposal status.
Allow removal of budget items on active sub projects
Once a sub project is active, the removal of budgets can occur system wide. By default if this is not turned on budgets can be edited - but only whilst in the Proposal status.
Looking for more help? Try reviewing the following topics: View Topics
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