Would you like to give a client several options for one project? Or perhaps you would like to keep track of the version a project goes through and be able to revert to one after confirmation. These situations, and more can be handled by using subprojects to build project versions.
- Create "Version 1" of a project.
Feel free to send a quotation of this to the client. If the client requests changes on "Version 1" or you already have an idea for "Version 2", proceed to step 2.
- Duplicate "Version 1". Give this a meaningful name such as, "Version 2" and choose whether you want to keep the same project times or enter new ones.
- Deselect the "Planner" box if you would like to avoid the equipment on "Version 2" (and future versions) from being subtracted from your equipment availability. This will provide you a more accurate picture of what equipment is actually available to plan on other projects.
- Repeat Steps 2 and 3 until you have created all project versions.
- Send quotations out of each version.
- Once the client confirms one version (e.g. "Version 2"), deselect the other subprojects' "Planner" and "Financial" boxes.