In this article we will be answering the following questions:

  • What are sub-projects?
  • How can I create and manage sub-projects?
  • How can I allocate resources to sub-projects?
  • How can I track hours to sub-projects?
  • How can I invoice sub-projects?
Plans: Free CRM, Sales CRM, Project Management, ERPPermissions: View & Edit Projects

Project Structure

You can divide a project into multiple sub-projects. This is useful if you need to split a large project into smaller independent projects to allocate time and resources separately for each of them.

Once you create a sub-project, all tracked hours will automatically be transferred to the first sub-project. This means that, after creating sub-projects, you must target all hours, expenses and bills to specific sub-projects only.

How to create sub-projects

  • Navigate to Leads and Deals module.
  • Click on the ellipses symbol for more options and select Add Subproject.
  • Add the project name, account details (accounts can be different), funnel, possible tags, stage, etc. When all the details are filled in, click on the green checkmark (✓) to save.

Resourcing for sub-projects

You can manage sub-projects as totally independent entities. This means that each project can have its own project team, resourced work phases, cost structure and deadlines. You can even restrict team members to only view and access projects that they have been resourced for. This can be very convenient for larger teams and organizations.

Tracking hours to sub-projects

To track hours to a sub-project, select the main project and then choose the relevant sub-project.

How to invoice sub-projects

There are multiple invoicing possibilities.

  • You can manage each sub-projects' invoices separately or you can invoice multiple sub-projects in one invoice.
  • You can invoice multiple things -hours, expenses, products, and bills in one invoice.
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