How do I hide certain subprojects on my documents?

By default, all subprojects are shown on all documents that you generate. However, you can always choose which subprojects to show on your documents.

  1. Create a new document
  2. In the edit menu before generating a document, select the subprojects you want to show on your document.
    If a subproject doesn't appear in this list, please make sure that the subproject is not hidden on financial documents. Read the section below to read how to configure this.
  3. Click on  Generate

Hide subproject on financial documents only

Hiding a subproject only on quotations, contracts and invoices is useful when the subproject is meant for (internal) planning only, and not for customers to see. The subproject will still appear in the Planning tab of your subproject, and on the packing slip and callsheet.

  1. In a project, click subprojects expand_more to show subprojects.
  2. Next to a subproject, (de)select the option Financial:

    mceclip3.png

Hide subproject from the planning only

Hiding a subproject only on the planning, packing slip and callsheet is useful when the subproject is meant for customers only, and not for crew members to see. The subproject will still appear in the Financial tab of your subproject, and on the quotation, contract and invoice.

  1. In a project, click subprojects expand_more to show subprojects.
  2. Next to a subproject, (de)select the option Planner:

    mceclip4.png
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