Manage Subprojects

Subprojects structure responsibility, reporting, and portfolio work. They should not replace individual tasks.

Manage subprojects when parts of the plan are delegated, imported from another file, or reused as a template.

Workflow

  1. Create subprojects for meaningful reporting units.

  2. Open existing subprojects when detailed planning is delegated.

  3. Keep shared calendars and resource pools consistent.

  4. Use portfolio or master-project workflows for several project files.

  5. Verify dates, links, and resources after import or reload.

Create and open subprojects

Create a new subproject with Start > Insert > Subproject when the structure is still being built.

Insert subproject command

To insert an existing project as a subproject, use Start > Insert > Subproject from file template and select the project file.

Insert subproject from file template command

In the open dialog, choose the project and decide whether it should be inserted at the start or end of the subproject. You can also insert selected tasks instead of the whole project.

Open dialog for selecting a subproject file

Resource-pool check

Inserted template projects should use the same resource pool as the main project. If the resource pools differ, Rillsoft Project shows a warning. Open the inserted project separately and switch it to the correct resource pool before continuing.

Warning for different resource pools

You can also insert a template subproject from the Gantt chart context menu.

New subproject from template file in the Gantt chart context menu

Check the result

  • Each subproject has an owner.

  • Cross-subproject dependencies are intentional.

  • Demand can be evaluated across subprojects.