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Subproject Template properties and options

A subproject is an extension of Projects in Time. Use the Subproj Management dialog to further refine and categorize projects. Subproject templates are subsets of project templates. When you create a client subproject, the client subproject inherits subproject details from the subproject template.

To use subprojects you must activate subprojects in the Project tab of the Company Profile. For more information, see Activating Projects.

The following descriptions outline the Subproject Management dialog accessible from the menu Setup | Project Management | SubProj Template button.

Issue
Clients

When editing subproject template dates you have the option to modify dates for client subprojects as well. Ensure dates are valid with respect to other project areas:

Start date: Subproject template start dates must occur earlier than due dates and completion dates for all other affected project areas. The start date must occur on or earlier than client subproject WIP/RC transaction dates and client subproject start dates.
Due date: Subproject template due dates must occur later than start dates for all other affected project areas. The due date must occur on or earlier than the project template due date and must occur on or later than the client subproject due date.
Completion date: Subproject template completion dates must occur later than start dates and WIP/RC transaction dates for all other affected project areas. The completion date must occur on or earlier than the project template completion date and must occur on or later than the client subproject completion date.

General Information

Subproject Template Property	Description
Project Template / Year	The project and project year for which this subproject applies. These fields are non-modifiable.
SubProj Template	Select an existing subproject template to edit or create a new subproject template. Use the drop-down menu to select an existing project template to edit. You can use the scroll buttons (\|<, <, >, >\|) to navigate between the first, previous, next, or last project in the available templates. New Use this button to create a new subproject template. First, specify the subproject template identifier in the text box and click "New" to start creating a new subproject template. Delete Use this button to delete an existing subproject template. First, select an existing subproject template from the drop-down menu and then click "Delete" to delete the template.
Type	Type of subproject template.
Description	Enter a description for the template in use. Click the Memo button to add additional notes.
In Charge	Default person responsible for the subproject.
Team Leader	Default person responsible for managing the subproject.
Dates	Specify the relevant period for the subproject in the template or in the client subproject. Dates follow the format DAY/MONTH/YEAR (DD/MM/YYYY). See the notes section below if you are editing dates for subproject templates with existing client subprojects. Start Date Default start date of the subproject. This field is automatically set to the same start date of the project template. This field cannot be empty. Due Date Default due date. Completion Date Actual completion date of the template.
Contract Amount	Default contract amount for the subproject template.

Issue

Issue

Issues are defined tasks for a given project. When you create a Subproject Template, issues are generic items that apply for all client subprojects. You can apply default issues for the subproject template and create client subprojects using the given subproject template.

You have the option to apply issues to all subproject templates or specific client subprojects only. Use the subproject management area to define generic template issues, and use the client subproject area to define client specific issues.

Note: If you create an issue for a subproject template (with existing client projects) a prompt appears with the option to "Assign to all Client Project Y/N?". If you select yes, all existing client projects for that template are updated with the issue. If you select no, the issue is added to the template and added for only new client projects created using the template.

Property	Description
Subject (Issue)	Enter a subject for the issue. Once saved, only the original author may edit the subject field.
Description	Enter a description of the issue. Click the ellipsis button to launch the memo description dialog to enter a detailed description.
Type	Click in the Type column and select an issue type from the drop-down menu. To add, delete, or edit types, right-click anywhere in the Issues pane and select Settings \| Customize Types. Click Default to restore the default types.
Start On / Due On	Use the drop-down calendar input to specify the start date and due date of the issue.
Roll Forward	Select this checkbox if you want to include the current issue during Roll Forward of select issues. Only issues (with this checkbox selected) are included if you specified the option 'Issues with Roll Forward option selected' under Client Project Options of project template roll forward setup. See the Issues option under the section Client Project Options here. Tip: You can email details related to an issue by right-clicking an issue and selecting the option Send as Email. For details see here.

Clients

Clients

You can assign multiple clients to use a subproject template. Assigning a client to a subproject template automatically creates a customizable project for the client selected. When you assign a client, all subproject template defaults are applied to the client subproject automatically.

Property	Description
All Clients	A list of clients in the firm. Filter (button) Click the Filter button to refine your list of clients. You can filter your list based on various client properties. See Client Filter for more information.
Selected Clients	A list of clients assigned to selected subproject template. A subproject number is generated for the assigned client. Assign Select the appropriate clients from "All Clients" and click to assign the selected client to the subproject template. Un-Assign Select the appropriate clients from "Selected Client Project" and click to un-assign the selected client from the subproject template. Select All / Deselect All Use these buttons to select or deselect all entries in the "All Clients" window. Note: Keyboard controls (SHIFT and CTRL) are available to select clients as well. To select multiple clients in sequence select the first client, hold down the Shift key, and select the last client in sequence. To select multiple clients not in sequence select each client while holding down the CTRL key.
Customize button	Select the client subproject you wish to update and click Customize; the client subproject dialog opens. This dialog is also accessible from the client project dialog.

Property

Description

All Clients

A list of clients in the firm.

Filter (button)

Click the Filter button to refine your list of clients. You can filter your list based on various client properties. See Client Filter for more information.

Selected Clients

A list of clients assigned to selected subproject template. A subproject number is generated for the assigned client.

Assign

Select the appropriate clients from "All Clients" and click to assign the selected client to the subproject template.
Un-Assign

Select the appropriate clients from "Selected Client Project" and click to un-assign the selected client from the subproject template.
Select All / Deselect All

Use these buttons to select or deselect all entries in the "All Clients" window.

Note: Keyboard controls (SHIFT and CTRL) are available to select clients as well. To select multiple clients in sequence select the first client, hold down the Shift key, and select the last client in sequence. To select multiple clients not in sequence select each client while holding down the CTRL key.

Customize button

Select the client subproject you wish to update and click Customize; the client subproject dialog opens. This dialog is also accessible from the client project dialog.

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