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How to start a sub-project

Written by Victoria Crosby

A sub-project is used to link a new project to an existing project in the system (called the “primary project”). Sub-projects have a unique Project Number and both the sub-project and primary project are assigned a common Group Number to link them together. An example of a sub-project might be packaging or marketing materials for an existing product or SKU.

To start a sub-project:

  1. At the top of the Project List pane, click Start Project to open the Project Wizard.

  2. Select the Sub-Project tab.

  3. Select the primary project from the project list by clicking on it, and then click Sub-Project.

  4. Complete the project information forms and add attachments.

  5. Click Submit to submit the sub-project.

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