Step 1 Open a Work Order
Navigate to the Work Orders module and select the work order you want to update.
Locate the Project field within the work order.
Step 2 Select a Project or Subproject
Click into the Project field.
You will now see an improved, structured view that includes:
Parent projects
Associated subprojects listed beneath each parent
This layout allows you to clearly identify where the work order should belong.
Select the appropriate subproject or parent project.
Step 3 Create a New Project or Subproject
If the correct project does not exist:
Click the option to Add New Project.
You now have two choices:
Create a standard project
Create a subproject linked to an existing parent
Step 4 Create a Subproject
To create a subproject:
Enter a Project Name
Select the checkbox Add as Subproject
Choose the relevant Parent Project from the list
Define required categories and filters
Complete all mandatory fields
Save the new subproject.
Step 5 Confirm Creation
Once saved:
The new subproject is created successfully
It appears under the selected parent project
The current work order is automatically linked to this subproject
Step 6 Verify in Projects Module
Navigate to the Projects module.
Locate the parent project and expand it.
You will see:
The newly created subproject
The associated work order listed under it