Projects, subprojects, and phases

Projects are used when you want to register time, absence, or costs for specific projects. You can create and maintain projects, subprojects and phases under Admin - Dimensions - Project.

Where do you create projects?

You can create and maintain projects here:

Admin - Dimensions - Project

To create a new project, click the plus icon in the upper-left corner.

If the project should only be available for a specific period, enter a start date and an end date. If the project has no defined end date, you can leave these fields blank.

HMSReg number for a project

If you use the HMSReg integration, enter the project’s HMSReg number.

This is used to link the project correctly to HMSReg.

Subprojects

If the project should have subprojects, select Uses subprojects on the project.

A subproject is created for a specific project and is only available for that project.

Phases

If a subproject should have phases, select Uses phases on the subproject.

A phase is created for a specific subproject and is only available for that project and subproject.

How projects, subprojects, and phases are connected

The structure is:

Project > Subproject > Phase

This means that:

a project can have subprojects
a subproject can have phases
a subproject is linked to one specific project
a phase is linked to one specific subproject

Alphanumeric numbers

Alphanumeric numbers can be enabled for:

projects
subprojects
phases

An alphanumeric number can contain both letters and numbers.

If you want to use alphanumeric numbers and the option is not enabled in your system, contact us at support@capitech.no.