@ -37,8 +37,7 @@ You will get a detailed feature comparison [here](https://www.openproject.org/pr
## Frequently asked questions - FAQ
### **Can I import my****OpenProject** **community instance into my cloud environment?**
### Can I import my OpenProject community instance into my cloud environment?
Yes, we provide an upload possibility of your data to move from a Community installation to the Cloud Edition.
To import your community instance into our cloud environment, please send us the following files:
@ -50,29 +49,6 @@ Before uploading the attachments securely to us using the [following form](https
The form generates a direct upload to our secure S3 environment from which the import takes place.
### Is there an advantage of the annual over the monthly** **OpenProject** **plan?**
We offer two months of the cloud edition for free if you choose an annual plan.
### Where geographically is the** **OpenProject** **cloud data stored?**
### Where geographically is the OpenProject cloud data stored?
The OpenProject Cloud Environment is hosted on a logically isolated virtual cloud at Amazon Web Services with all services being located in Ireland. AWS is a GDPR compliant cloud infrastructure provider with extensive security and compliance programs as well as unparalleled access control mechanisms to ensure data privacy. Employed facilities are compliant with the ISO 27001 and 27018 standards. OpenProject Cloud Environment is continuously backing up user data with data at rest being fully encrypted with AES-256. Each individual's instance is logically separated and data is persisted in a unique database schema, reducing the risk of intersection or data leaks between instances. You can find more information [here](https://www.openproject.org/gdpr-compliance/).
### Is there a size limit for uploading documents to the** **OpenProject** **cloud edition?**
There is no limit in OpenProject in terms of the number of files that you can upload and work with in OpenProject. There is only a restriction in terms of the maximum file size: A file can have a size up to 256 MB.
### My OpenProject cloud trial expired – can I still access my data?**
Due to data privacy reasons we automatically delete OpenProject trial environments a couple of weeks after they have expired.If your OpenProject Trial is not accessible through the known URL, it has likely been deleted.You can easily create a new OpenProject trial environment from https://start.openproject.com/. Simply enter your organization name (you can use the same name as before) and click on "Start Free Trial".In order to avoid that your data is getting deleted, please select a plan during your trial duration or shortly after your OpenProject trial environment has expired.
### Can we pay the** **OpenProject** **cloud edition by transfer?**
Yes, for customers in the EU it is possible to pay by bank transfer (as well as by credit card).To do this, you can sign into your OpenProject environment and select the "Buy now" button from the top menu. You are then directed to the payment page, where you can select the number of users you want to work with and your country. Then you can check the option to pay by invoice and fill out the billing information. You will then receive an invoice from us.
@ -25,8 +25,7 @@ The Enterprise Edition builds on top of the free Community Edition. An upgrade i
## Frequently asked questions - FAQ
### How can I upgrade to the OpenProject Enterprise Edition?**
### How can I upgrade to the OpenProject Enterprise Edition?
The Enterprise Edition is an upgrade of the self-hosted Community Edition. When you are already using the Community Edition, you can purchase an Enterprise Edition license to upgrade your OpenProject environment to the Enterprise Edition. To do this, follow these steps:
@ -35,8 +34,7 @@ The Enterprise Edition is an upgrade of the self-hosted Community Edition. When
3. Follow the steps to purchase the Enterprise Edition license.You will then receive an Enterprise Edition license key by email which you can use to upgrade your Community Edition to the Enterprise Edition.If you prefer to test the Enterprise Edition before purchasing, you can request a 14 day trial license from https://www.openproject.org/enterprise-edition/. Simply click on "Get free trial license" to receive a 14 day trial license. After 14 days it will automatically downgraded to the community edition.
### Is it possible to buy and upgrade to enterprise version on a community edition already installed?**
### Is it possible to buy and upgrade to enterprise version on a community edition already installed?
Yes, you can upgrade your existing OpenProject Community Edition to the Enterprise Edition. You can then continue to use the same data as before but also use the premium features. When you purchase the Enterprise Edition, you receive an Enterprise Edition license. You can use this license to upgrade your Community Edition.
@ -48,10 +48,12 @@ Watch a **comprehensive OpenProject product introduction** video to learn how to
## Frequently asked questions - FAQ
### Is OpenProject free of charge?
We offer three different versions of OpenProject. Please get an overview of the different OpenProject Editions [here](https://www.openproject.org/pricing/). The (on-premise) OpenProject Community Edition is completely free. The Cloud and Enterprise Edition offer premium features, hosting and support and thus we are charging for it. Nevertheless, we offer free 14 days trials for the Enterprise and Cloud versions so that you can get to know their benefits. If you prefer to use the free OpenProject Community Edition, you can follow these [installation instructions](https://www.openproject.org/download-and-installation/), please note that you need a Linux server to install the Community Edition. It is always possible to upgrade from the Community to the Cloud and Enterprise Edition – check out the premium features [here](https://www.openproject.org/enterprise-edition/).
### How do I get access to the OpenProject premium features?
We offer the premium functions of OpenProject (incl. boards) for two different OpenProject variants:
@ -60,54 +62,3 @@ We offer the premium functions of OpenProject (incl. boards) for two different O
If you want to run OpenProject on your own server the OpenProject Enterprise Edition is the right option.
Have you already installed the [OpenProject Community Edition](https://www.openproject.org/download-and-installation/)? If yes, you can request a trial license for the OpenProject Enterprise Edition by clicking on the button ["Free trial license"](https://www.openproject.org/de/enterprise-edition/) and test the Enterprise Edition for 14 days for free.
### Is it possible that we can have a board over all OpenProject tasks and Users?
Yes, to achieve the desired result you can navigate to the main project and on the Kanban view add the filter "subproject" "all". This will display the work packages in the main project and all subprojects.
### **Are there extra fees to pay, in terms of installing the****OpenProject****software?****Is it possible to adapt or rename the status list?
Yes, this is absolutely possible. To do this, you would first have to create new statuses: https://docs.openproject.org/system-admin-guide/manage-work-packages/work-package-status/In the second step you can then assign them to workflows:[ https://docs.openproject.org/system-admin-guide/manage-work-packages/work-package-workflows/](https://docs.openproject.org/system-admin-guide/manage-work-packages/work-package-workflows/)
### How can I migrate MySQL to PostgreSQL in OpenProject?
We have prepared a guide for the migration of MySQL to PostgreSQL:https://docs.openproject.org/installation-and-operations/misc/packaged-postgresql-migration/If you are experiencing difficulties in following this guide, we could use a temporary remote SSH access to your servers to perform the migration for you, or you provide us with the dump of the MySQL database and will be returned a migrated PostgreSQL dump.
### How can I activate Boards in OpenProject?
**The boards module is a feature of the enterprise edition. You can upgrade your installation by entering a valid subscription token in the application administration. You can purchase the token on our website:-> [openproject.org/enterprise-edition](https://www.openproject.org/enterprise-edition)
Additionally you need to activate the boards module in the project settings.
### What is the best way to maintain an overview of multiple projects in** **OpenProject****? Is it possible to create a dashboard that shows all the projects you are responsible for at once?
You can click on "Select a project" on the upper left side and then choose "View all projects" to get an overview of all projects. You can also apply filters to filter e.g. by projects for which you are set as the responsible. If you want to see the individual work packages in the projects, you can click on the module icon (the icon with the 9 squares) in the upper right side and choose "Work packages" from the dropdown menu. This shows all work packages across all projects you have access to. You can then click on the "Project" column header and select "Group by" to group by project. Additionally, you can then filter based on the project and e.g. only display certain projects.
### How do I prepare a budget in** **OpenProject****?
**Budgets are currently limited to a single project. They cannot be shared across multiple projects.This means that you would have to set up a separate budget for the different main and sub projects.You can however use cost reports to analyze the time (and cost) spent across multiple projects. For details, you can take a look at our user guide: https://www.openproject.org/help/time-costs/time-costs-reports-cost-report-plugin/.
### Is it possible to create a PDF export for the overview of the work packages with Gantt chart?
The export is available via the browser print function (ideally Google Chrome).
### We like for each Department to have their own custom "Status" with different values options in OpenProject. How do we do this?**
The status which can be selected by users (based on the workflow) is always determined based on the work package type and the role of the user. In order to use the same work package type (e.g. Task) but display different status for each department, you would need to create a separate role for each department. You can then add the members of a department (ideally using a group) and assign them with the correct role.https://docs.openproject.org/system-admin-guide/manage-work-packages/work-package-workflows/#edit-workflowsTo work with different status, first create those status in “Administration” > “Work packages” > “Status”.
Next, go to “Administration” > “Work packages” > “Workflow” and select the combination of Type and Role for which you would like to set the allowed workflow transition.You can e.g. create a role “Marketing – Member” and select it as well as the type (e.g. “Task”). Make sure to uncheck the option “Only display statuses that are used by this type” and click on “Edit”. Now, you can select the correct status transitions.Repeat this step for the other (department) roles (e.g. “IT – Member”) and select the desired status transitions. This way, you can set different status for each department (only the default status is shared (i.e. “New” by default)). Please keep in mind that it may not be possible for a member of a different department to update the status of a work package if it has been updated before by another department (since the workflow may not support this status transition).
@ -21,8 +21,3 @@ A [manual installation](installation/manual) option is also documented, but due
### Are there extra fees to pay, in terms of installing the OpenProject software?
The Community and [Enterprise Edition](https://www.openproject.org/enterprise-edition/) are on premise solutions and thus need installation from your side while the [Cloud Edition](https://www.openproject.org/hosting/) is hosted by us. The Community Edition is for free and we ask you to do the installation yourself. Of course we support you with a clear and easy [installation guide](https://www.openproject.org/download-and-installation/). If you would like us to install the Enterprise Edition for you, we are charging a fee of €150 for this once-off service. You can add the installation support during your Enterprise Edition booking process.
### How can I migrate MySQL to PostgreSQL in OpenProject?
We have prepared a [guide for the migration of MySQL to PostgreSQL](https://docs.openproject.org/installation-and-operations/misc/packaged-postgresql-migration/).
If you are experiencing difficulties in following this guide, we could use a temporary remote SSH access to your servers to perform the migration for you, or you provide us with the dump of the MySQL database and will be returned a migrated PostgreSQL dump.
The boards module is a premium feature of the Enterprise And Cloud Edition. You can upgrade your Community Edition installation by entering a valid subscription token in the application administration. You can purchase the token on our [website](https://www.openproject.org/enterprise-edition/).
In addition, you need to activate the boards module in the project settings.