Overview
This guide covers creating and managing parent sites with child projects to organise complex, multi-phase projects effectively.
Prerequisites: Child Projects Configuration Guide - Feature must be enabled first
Understanding the Hierarchy
Parent Sites
Purpose: Main organisational container for the overall project
Contains: Shared resources, overarching timeline, cross-project coordination
Examples: Large developments, multi-phase infrastructure, campus upgrades
Child Projects
Purpose: Specific work phases or areas within parent site
Contains: Individual timeline, dedicated team, specific deliverables
Examples: Building phases, work areas, project stages
Parent Sites & Child Projects can be used in any number of ways. Other examples would be organising Sites (Projects) by Country or State.
Creating Parent Sites
Basic Steps
Sites Module → Add New Site
Enter parent site details:
Site Name: Descriptive name (e.g., "Metro Development Project")
Location: Primary project address
Start/End Dates: Overall project timeline
Configure Staff and Site contacts for parent-level oversight
Upload master-level Site documents (contracts, plans)
Converting Existing Sites
Access existing site → Site Details → Edit
Update information to reflect parent status
When creating a new Project for an existing Site, please follow the steps below.
Creation Steps
Navigate to parent site → Site Details → Projects Tab
Click Add Child Project
Enter child project details:
Nominate the Parent Site
Select Save
Managing the Hierarchy
Projects Tab (Parent Sites)
Parent Sites include a Projects Tab showing:
Complete list of child projects
Project status overview
Quick access to child project details
Summary timeline information
Display and Navigation
Display Projects Toggle
Toggle OFF (Parent Site View):
Shows only parent Sites in lists
High-level project overview
Toggle ON (Child Project View):
Shows individual child Projects
Detailed project operations
Day-to-day management interface
Project Closure
Child Project Completion
Set actual End Date
Update Project Status to completed
Complete Final Documentation
Archive Files while maintaining access
Reassign Resources to other projects
Parent Site Closure
Verify all child projects are closed
Complete Parent-level documentation
Archive parent site, maintaining child access
Final stakeholder communication
For detailed closure procedures, see Site Closure Process Guide
Related Guides
Child Projects Configuration Guide - Initial setup and enablement
Site Closure Process Guide - Closing parent and child projects
Support
Contact your administrator for:
Permission configuration issues
Parent-child relationship problems
Advanced hierarchy setup guidance