Introduction
This guide will show you how to enable and manage subprojects in Easy8. Subprojects help organize complex work structures by breaking down a main project into smaller, manageable parts. By following these steps, you can create subprojects and structure your work more effectively.
Target Audience
- Project Managers
- Administrators
Prerequisites
Before starting, ensure you have:
- Permissions to create and manage projects.
- An existing parent project under which subprojects will be added.
How to Create and Manage Subprojects
Step 1: Create a Subproject
- Go to the Projects menu.
- Click New Project to open the project creation form.
- In the Subproject of field, select the existing project under which you want to create the subproject.
- Fill in the required project details (name, description, modules, ...).
- Click Save to finish.
Step 2: View and Access Subprojects
- Navigate to the parent project.
- Subprojects are listed in the Subprojects section on the parent project’s overview.
- Click on a subproject’s name to open and manage it like any regular project.
Step 3: Manage Subproject Settings
- Go to the Settings tab in the subproject.
- Configure modules, members, permissions, and other settings independently from the parent project.
- You can assign roles, track tasks, and log time specifically for the subproject.
Step 4: Use Subproject Structure for Reporting and Planning
- Use Gantt charts and project tree views to visualize subproject timelines and dependencies.
- Subproject data can be included in parent project dashboards and reports for a full overview.
Troubleshooting
- If the Subproject of field is missing, verify your permissions or consult your administrator.
- Subproject settings do not automatically inherit from the parent project—configure each subproject separately.
Conclusion
You have successfully enabled and managed subprojects in Easy8. Subprojects help you divide large projects into smaller units, making them easier to plan, monitor, and deliver.
