
Figure 1 – Sub-project view page
The top header area allows you to
Actions
This tab shows an asset listing of all of the actions registered for this sub-project and all of it’s descendants, as shown in Figure 2. By default, this table will present you with a number of details about the actions such as it’s context, reference, description, priority and due date to name a few. If you click on the reference link of the listed action, you will navigate to that action’s view page.
From the Actions column of this actions table, you can act on individual actions by 
Figure 2 – Sub-project actions tab
Note that you can customise your table view by clicking the
Assumptions
This tab shows an asset listing of all of the assumptions that have been added to this sub-project, as shown in Figure 3. By default, this table will present you with a number of details about the assumptions such as it’s reference, title, description, the user who created this assumption and it’s current state. If you click on the reference link of the listed assumption, you will navigate to that assumption’s view page.
From the Actions column of this assumptions table, you can act on individual assumption by 
Figure 3 – Sub-project assumptions tab
Note that you can customise your table view by clicking the
Attachments
This tab shows an asset listing of all of the attachments that have been added to this sub-project, as shown in Figure 4. By default, this table will present you with a number of details about the attachments such as the file’s name, attachment type, view the version and access a download link.
From the Actions column of this attachments table, you can act on individual attachments by 
Figure 4 – Sub-project attachments tab
Note that you can customise your table view by clicking the
Benefits
This tab shows an asset listing of all of the benefits defined for this project, as shown in Figure 5. By default, this table provides measurement information about the benefits listed, it’s title and a progress indicator. From here you may also view the workflow 
Figure 5 – Sub-project benefits tab
Note that at the bottom of the table you can add more benefits, or customise your table view by clicking the
edit button to show or hide certain benefit information, or export this benefit list to
Excel or
CSV files.
Benefit Map
Instead of a table view, this tab provides a graphical view of your benefits. The benefits map is generated from the information you put in the benefits table. Figure 6 below shows an example benefits map:
Figure 6 – Sub-project benefit map
Budgets
This tab shows an asset listing of all of the budget groups or budget items that have been added to this project, as shown in Figure 7. By default, this table shows the baseline and actual cost details for this budget or group, together with all of the budget items and sub-groups it contains.
From the Actions column of this attachments table, you can act on individual budget groups by 
Figure 7 – Sub-project budgets tab
Note that you can customise your table view by clicking the edit button at the bottom of the budget table or navigate to this same spot to
add more budgets to this project, or
import a number of budgets from a CSV file. Here, you can also export this list to
Excel or
CSV files.
Change requests
This tabbed view provides the change requests table, as shown in Figure 8, listing any change requests that have been added to this project.
By default you will be presented with the link to view the change request itself, title, category, description, scheduling information, the user who initiated this request, the owner of the request, it’s current state and any actions or workflow transitions that are available.
From this change request listing, you can utilise any of the functions in the Actions column to act on a specific request. These functions may include Figure 8 – Sub-project change requests table
Note that at the bottom of the table you can add more change requests,
edit the table columns to show or hide request information, or export this list to
Excel or
CSV files.
At the very bottom of this tabbed view you may decrease/increase the number of contracts listed by selecting the hide/include change requests for projects and sub-projects link.
Comments
This tab shows an asset listing of all of the comments that 
Figure 9 – Sub-project comments tab
Note that you can customise your table view by clicking the
Dashboard
This tabbed view will display a collection of customisable dashlets, related to the sub-project you are currently viewing. In Figure 10 below, our “example project” has the Custom fields dashlet, Indicators dashlet and Open actions dashlet readily available, to show asset listings of the assets at this sub-project level.
Figure 10 – Sub-project dashboard tab
You can rearrange the order of you dashboard dashlets by utilising the drag-n-drop function, selecting the title of the dashlet to be moved and dragging it to it’s new position.
You may show or hide any dashlets that you need at a given point in time by selecting the Customise dashboard link at the very bottom of this tabbed view.
Decisions
This tab shows an asset listing of all of the decisions that have been added to this project, as shown in Figure 11. By default, this table will present you with a number of details about the decisions such as it’s context, title, description, user’s who agreed to it and it’s current state, to name a few. If you select the link in the decision column, you will navigate into that decision’s view page.
From the Actions column of this custom fields table, you can act on individual custom fields by 
Figure 11 – Sub-project decisions tab
Note that at the bottom of the table you can add more decisions manually or
import multiple from a CSV file, or customise your table view by clicking the
edit button to show or hide certain information. From here you can also export this list to
Excel or
CSV files.
Defects
This tab shows an asset listing of all of the defects that have been logged for this project, as shown in Figure 12. By default, this table will present you with a number of details about the defects such as the defect’s number, type, title, severity, priority, current state, date raised, resolve by date and which user this defect is allocated to, to name a few details.
From the Actions column of this defects table, you can act on individual defects by 
Figure 12 – Sub-project defects tab
Note that you can customise your table view by clicking the edit button at the bottom of the defect table. Here, you can also export this list to
Excel or
CSV files.
At the very bottom of this tab you may also be presented with the option to decrease/increase the number of defects listed by selecting the hide/include defects for children of this folder or hide/include archived defects links.
Deleted assets
This tab shows an asset listing of all of the assets that Figure 13 – Sub-project deleted assets tab
Note that you can customise your table view by clicking the edit button at the bottom of the tables. Here, you can also export the list to
Excel or
CSV files.
Details
This section shows the details of the sub-project itself. This includes the description, start date, end date, budget intervals, estimated cost, estimated effort, number of open actions, owner and workflow, as seen in Figure 14.

Figure 14 – Sub-project details tab
Some fields may allow for inline editing although these permissions may be linked to your access rights. If you feel that you should have access to some of these permissions, contact your System Administrator.
Exceptions
This tab shows an asset listing of all of the exceptions that have been added to this project, as shown in Figure 15. By default, this table shows the exception’s title, description and consequences, as well as any recommendations and who created the exception. If you click on the link in the reference column, you will navigate into the selected exception’s view page.
From the Actions column of this exceptions table, you can act on individual exceptions by 
Figure 15 – Sub-project exceptions tab
Note that you can customise your table view by clicking the edit button at the bottom of the exceptions table or navigate to this same spot to
add more exceptions to this project. Here, you can also export this list to
Excel or
CSV files.
Expenses
This tab an asset listing of all of the expenses logged for this project, as shown in Figure 16. By default, this table shows the budget item that this expense item is associated with, the reference, description, date, date of payment as well amount including and excluding tax information. The number of comments and attachments added to an expense item is also indicated in this view.
The Actions column of the expenses table provides accessible functions to act on a chosen expense item. These functions include Figure 16 – Sub-project expenses tab
A chart at the bottom of this tabbed view will also visually show you the accumulated expenses from the start of this project.
Note that you can customise your table view by clicking the edit button at the bottom of the expenses table or navigate to this same spot to
add more expense items to this project manually, or you can
import multiple expenses from a CSV file. Here, you can also export this list to
Excel or
CSV files.
GANTT
This tabbed view shows the GANTT chart shown in Figure 17, generated by the information in your Schedule tab. By default, this table shows the name of the task group, task or milestone and it’s start and end dates.
On the right-most side of the chart there is a breakdown of tasks in a visual format than will span across a monthly, weekly or daily scale (this is setting dependent). The users who are allocated to each asset will have their names written next to this asset’s timeline.
Figure 17 – Sub-project GANTT chart
At the very bottom of this tabbed view you are presented with a number of table information formatting options which will adjust the GANTT’s visible period, or scale, or whether it displays more than just task dates.In addition, the view tasks & milestones link will navigate to the Schedule tabbed view so that you can expand or contract the work breakdown structure viewed in the GANTT.
History
This tab shows shows some basic history of the sub-project, as shown in Figure 18. By default, this tab will present you with a number of details about the project’s history such as the creation date, creation user, last update date and last update user. If the project has been changed then this section will also show a table of all the changes that has been made, including the date of each change, the field changed, the value before the change and the user who made the change.
Figure 18 – Sub-project history tab
Note that you can customise your change table view by clicking the edit button at the bottom of the change table. Here, you can also export this list of changes to
Excel or
CSV files.
Issues
This tabbed view shows the issues table as seen in Figure 19, listing any issues that have been logged for this sub-project. By default, this table provides impact and priority information, plan progress and resolution dates for the issues listed, as well as any actions that can be taken. The workflow column also provides information as to the next workflow transitions available.
The Actions column of the issues table provides accessible functions to act on a chosen issue. These functions include 
Figure 19 – Sub-project issues tab
Note that at the bottom of the table you can
Reports
This tabbed view shows a listing of the reports as seen in Figure 20, listing any reports available for this project.
Figure 20 shows a portion of this alphabetical listing, and your specific list may vary slightly depending on if your System Administrator has created any new report templates that have been customised to be available to your organisation only.
Figure 20 – Sub-project report tab
This listing is unable to be customised, but provides the name of the report and a more detailed description of what information this report is built for and how the report is grouped.
Once you click on a report’s name, the run report form will popup. These popup forms vary depending on the report being run.
Requirements
This tab shows an asset listing of all of the requirements on this sub-project, as shown in Figure 21. By default this requirements table will list some details for the requirements such as the reference, category, description, priority, weighting and current state. If you click on the link in the reference column, you will navigate into the selected requirement’s view page.
From the Actions column of this requirements table, you can act on individual requirements by 
Figure 21 – Sub-project requirements tab
Note that you can customise your table view by clicking the
Risks
This tabbed view shows the risks table as seen in Figure 22, listing any risks that have been logged for this project. By default, you will be shown the risk’s context, reference, title, description, proximity, any workflow transitions that may be available and other details also captured in the screenshot below.
The Actions column of this table provides accessible functions to act on a chosen role. These functions include Figure 22 – Sub-project risk table
Note that at the bottom of this table you can
Sub-projects
This tab shows an asset listing of all of the sub-projects that have been defined for this sub-project, as shown in Figure 26. By default, this table will be ordered by RAG status and present you with a number of details about the sub-projects such as the RAG status and change, estimate information, open assets within the listed sub-project and it’s current state. If you click on the link below the name column you will navigate into the selected sub-project’s view page.
From the Actions column of this sub-projects table, you can act on individual sub-projects by editing,
deleting,
copying or
moving the selected sub-project, or
adding another sub-project to the chosen sub-project.

Figure 26 – Sub-project sub-projects tab
Note that you can customise your table view by clicking the
Schedule
This tabbed view shows the tasks and milestones table as seen in Figure 27, listing any Figure 27 – Sub-project tasks and milestones table
Note that at the bottom of this table you can add another task group,
task or
milestone,
edit the table columns to show or hide asset information, or export this information to
Excel or
CSV files.
At the very bottom of this tabbed view you are presented with a number of table information formatting options which will increase/decrease the information you’re presented with, as well as other options to import task group/WBS information, view the information in a GANTT format or run a recalculation.
From this other options subsection at the bottom of this tabbed view, you may also have access to mass approve,
mass complete or mass archive tasks.
Test cases
This tab shows an asset listing of all of the test cases that have been listed for this project, as shown in Figure 28. If you click on the link in the reference column, you will navigate into the selected test case’s view page. By default this test cases table will show some details of the listed test cases such as the reference, title, pre-conditions, description, requirement being tested, current state and the last result.
From the Actions column of this test cases table, you can act on individual test cases by 
Figure 28 – Sub-project test cases tab
At the bottom of the table you can add more sub-folders or
test cases manually or
import multiple from a CSV file. Note that you can customise your table view by clicking the
edit button from here too, as well as being able to export this list to
Excel or
CSV files.
Test runs
This tab shows an asset listing of all of the test runs that have been listed for this project, as shown in Figure 29. If you click on the link in the short name column, you will navigate into the selected test run’s view page. By default this test runs table will show some details of the listed test runs such as the short name, description, progress, passrate, context and status to name a few.
From the Actions column of this test runs table, you can act on individual test runs by 
Figure 29 – Sub-project test runs tab
From the bottom of the table you can add more test runs and customise your table view by clicking the
edit button. From here you may also be able to export this list to
Excel or
CSV files.