Using multiple layers of costcenters_ projects (Sub-projects)

The module "Projects" that can be found in the settings, can be used in different ways: it can be used to display different cost centers within your organization, or when your organization is working project-based and different projects need to be selected and added to an expense.

When working project-based, it might be possible/necessary to configure sub-projects by creating another level or two. The next level (second, third) of a project always depends on the selection that was made in the previous level.

How to configure sub-projects:

Go to the admin-menu and click 'Projects' > 'More' > 'Edit levels' to create a new level.

If the option 'Edit levels' is unavailable contact our support team to activate it for you.

The existing costcenters or projects will be placed on level 1 by default. These will be shown to the users in the field 'Project' You can also edit this name. Next up you can choose to add a new level, see the picture below.

You can give the new level a name (for example Level 2), and choose 'Add'.

Now you go back to 'Projects'. You can now choose the level of Projects (in the top right).

Every consecutive level is dependent on the last level. Therefore, when you add a new option in Levels, you have to choose which level it corresponds to.

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Choosing to use Sub-projects will have the following effect for the user:

After choosing a project, the field 'Level 2' will appear, and then the user has the option to choose the proper sub-project.