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Handling Sub- and Master Projects

In the screen Projects you can register and change projects. There are three possible project types:

•An individual project: this may include financial data and reporting.

•A subproject: this may include financial data and reporting. Moreover, they can be consolidated and reported within a master project.

•A master project: it is not possible to include independent financial data and reporting. However, the numbers of the underlying subprojects can be consolidated and reported.

Changing an Individual Project into a Master Project

Perform the following steps to turn an individual project into a master project:

•Make sure your filter is empty.

•Give the existing project a temporary name: Go to Projects and select the project. Change the code of the project and select ‘Save’.

•Create a new project as a master project. This can be done by creating a new project, but also through Copy Projects and just copy the project and subsequently change the project type from ‘Individual Project’ to ‘Master Project’.

•Change the project type of the old project to ‘Subproject’.

•Select in the data of the old project the new master project as master project.

•Enter the cost type prefix. This prefix must be unique for all subprojects within the master project. The prefix is used to make the cost category of each subproject unique in the case of consolidated reporting.

•Press ‘Save’.

Usage

You can have multiple subprojects under one master project.

Uncheck ‘Merge Subprojects’ in My Preferences if you do not want consolidated reporting or place a check mark for consolidated reporting.

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