When generating a document for a project which contains multiple subprojects, you have the option to display information like planned equipment or scheduled crew for each individual subproject, rather than all of them clumping up together.
To achieve this, our document template editor contains a subproject module. When you include this module in a template, it behaves like a box, in which you can add other modules within. You can include text fields with dedicated variables, such as the project location and subproject name.
Once you generate a document using this template, the subproject module will effectively take its components within and list them for each included subproject individually, in order.
For example, in your document template, you have a subproject module with a textbox module within. In the textbox, you include the variable for the subproject's project name.
Let's say you generate this document as part of a project that contains three subprojects. The generated document will be split into three separate documents, each containing the name of the corresponding subproject.
Configure your document template
Include the subproject block when customizing your document template.
- Go to settings Configuration > Customer Communication > Document templates.
- Select the template you want to edit
- Select the "Insert Blocks and modules" button on the right
- Drag the Subproject block into the document.
- Drag the modules and blocks that you want to display per subproject into the subproject block.
- Save and generate your document.
Exclude specific subprojects from being included in your document
Want certain subprojects excluded from the document? You can easily select which subproject to include or exclude when generating. For this example, we are generating a packing slip.
- Access the project you want to generate this subproject document with
- Select Create Document
- Under "Selected Subprojects", proceed to uncheck the subprojects you do not want included in your document.
- Generate.