Using master and sub-projects to manage complex projects provides a structured approach to handling multiple components while maintaining an overarching view. Subprojects allow you to break items into manageable parts, each with its own estimates, tasks timelines, and invoicing. Combined with the added benefit of tracking at both the master and subproject levels enables detailed monitoring of individual components while maintaining a holistic view of the project. This dual perspective ensures better resource allocation, improved tracking, and streamline reporting requirements.
While it may be ideal to set up the structure at the start of a project, we know in reality, scope can change and Wiplist allows you to use this structure at any point. Estimates, purchase orders and invoices have the ability to change projects should this be required.
1. Create a master project
From the Actions button, from the drop-down menu click on Make Master. Once selected you will see a new tab appear titled Subprojects.
2. Create a sub-project
From within the Subprojects tab, you can client on + New Subproject to start building you list of sub-projects. The sub projects will contain the same project number but will have an additional number included at the end i.e., HG18218.1, .2 .3 and so on.
Each of these sub-projects will open and look like a typical project with all the functionality you normally see, the added.
To navigate back to the master project, click on the Project Number in the top right corner, which shows as a blue number, indicating this is a hyperlink.
3. Removing a subproject
If you decide through the course of a project to remove a sub-project from the master, this can easily be updated by clicking on the Actions button, and click Remove Master. You will be prompted with a pop up to confirm the action as it will change the project number to the next number in the sequence.
