@ -127,7 +127,7 @@ Yes, we want to develop some other integrations to stay interoparable with other
The BCF Module and the included IFC viewer can be enabled or disabled for every single project. Here you can find the description how to [enable a module](../user-guide/projects/project-settings/modules/) within the project settings.
*The BCF Module is an OpenProject BIM Premium function. Please make sure, that you are already using the OpenProject BIM edition ([switch to the BIM edition](../installation-and-operations/bim-edition/))*
*The BCF Module is an OpenProject BIM Enterprise add-on. Please make sure, that you are already using the OpenProject BIM edition ([switch to the BIM edition](../installation-and-operations/bim-edition/))*
@ -14,7 +14,7 @@ To download the latest version (v2.2.3) of our OpenProject Revit AddIn click her
> **Note**: OpenProject BIM Issue Management is a Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
> **Note**: OpenProject BIM Issue Management is an Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
@ -37,7 +37,7 @@ This approach has the significant disadvantage to go through the entire Rails st
## Exemplary Rails view request augmented by Angular
A response that is fully controlled by Rails but extended by some Angular components in the frontend might look as follows. Let's take a look at the request to [edit a type's form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-premium-feature) `/types/1/edit/form_configuration`:
A response that is fully controlled by Rails but extended by some Angular components in the frontend might look as follows. Let's take a look at the request to [edit a type's form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on) `/types/1/edit/form_configuration`:
1. Rails receives the request and according to its [`config/routes.rb`](https://github.com/opf/openproject/blob/dev/config/routes.rb#L257), will handle the request with the [TypesController#edit action](https://github.com/opf/openproject/blob/dev/app/controllers/types_controller.rb#L71-L82) with its tab set to `form_configuration`.
OpenProject is an open-source core and available for users and customers as three different distributions available under two different infrastructure:
- the on-premises [Community edition](https://www.openproject.org/download-and-installation/) and [Enterprise edition with Enterprise Support](https://www.openproject.org/enterprise-edition/) which runs on your own hardware
- the [Cloud edition](https://www.openproject.org/hosting/) hosted distribution which is hosted and maintained by OpenProject
- the on-premises [Community edition](https://www.openproject.org/download-and-installation/) and [Enterprise on-premises edition with Enterprise support](https://www.openproject.org/enterprise-edition/) which runs on your own hardware
- the [Enterprise cloud](https://www.openproject.org/hosting/) hosted distribution which is hosted and maintained by OpenProject
@ -289,7 +289,7 @@ While this doesn't take care of any labels or styling, it will already provide e
The work package single view is the boss fight of inline editing. It combines all the previous concepts with the flexibility of work package attributes and type configuration.
The following screenshot is [bug report #34250](https://community.openproject.com/wp/34250), which is a work package of Type `Bug`. The Bug type has a [specific form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-premium-feature) defined. This configuration is as follows:
The following screenshot is [bug report #34250](https://community.openproject.com/wp/34250), which is a work package of Type `Bug`. The Bug type has a [specific form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on) defined. This configuration is as follows:
@ -41,7 +41,7 @@ The following guides are related:
Schemas in the backend are regular Grape endpoints. For example, the schema of all projects is rendered through the [`::API::V3::Projects::Schemas::ProjectsSchemaAPI`](https://github.com/opf/openproject/blob/dev/lib/api/v3/projects/schemas/project_schema_api.rb). This in turn renders the associated [`::API::V3::Projects::Schemas::ProjectsSchemaRepresenter`](https://github.com/opf/openproject/blob/dev/lib/api/v3/projects/schemas/project_schema_representer.rb), which contains the set of schema properties to be rendered.
The work packages' schemas are significantly more complex. Each work package type will define its own schema due to the dynamics of the [form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-premium-feature). With it, the order and grouping of work package attributes can be defined per type, resulting in different attributes to be displayed. In addition, custom fields can be individually enable per project for even more flexibility.
The work packages' schemas are significantly more complex. Each work package type will define its own schema due to the dynamics of the [form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on). With it, the order and grouping of work package attributes can be defined per type, resulting in different attributes to be displayed. In addition, custom fields can be individually enable per project for even more flexibility.
This results in not a single schema for all work packages, but one schema for each project - type combination.
@ -79,7 +79,7 @@ For projects, there is a single APIv3 endpoint for their schemas: `/api/v3/proje
**Work packages**
The work package schema is more complicated, as work package types can be customized to define what attributes the type should show as part of the [form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-premium-feature). Additionally, the visibility of custom fields can be controlled on a per-project level.
The work package schema is more complicated, as work package types can be customized to define what attributes the type should show as part of the [form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on). Additionally, the visibility of custom fields can be controlled on a per-project level.
This results in work package schemas being defined per project and type combination. The URL of each schema looks like this: `/api/v3/work_packages/schemas/{project id}-{type-id}`.
@ -67,5 +67,5 @@ Since the Stable Release 3.0.8 this idea only applies by considering the OpenPro
## Support of releases
* For the community edition only the current stable releases are maintained. The [Enterprise edition](https://www.openproject.org/enterprise-edition) provides extended maintenance.
* For the community edition only the current stable releases are maintained. The [Enterprise on-premises](https://www.openproject.org/enterprise-edition) provides extended maintenance.
* We recommended to update to a new stable release as soon as possible to have a supported version installed.
@ -46,7 +46,7 @@ Administrators are provided with [fine-grained role-based access control mechani
Admins can set a specific session duration in the system administration, so that it is guaranteed that a session is automatically terminated after inactivity.
### Two-factor authentication (Enterprise add-on)
### Two-factor authentication
Secure your authentication mechanisms with a second factor by TOTP standard (or SMS, depending on your instance) to be entered by users upon logging in.
@ -12,7 +12,7 @@ Welcome to the OpenProject **Enterprise guide**.
> **Note**: This guide only describes the management and administration of your Enterprise cloud and Enterprise on-premises subscription.
> The Enterprise add-on descriptions are included in the respective parts of the OpenProject [user guide](../user-guide) and [System admin guide](../system-admin-guide).
The OpenProject Enterprise editions (cloud and on-premises) contain all OpenProject Community features plus the additional OpenProject [Enterprise add-ons](https://www.openproject.org/de/enterprise-edition/#premium-features), as well as professional [support](https://www.openproject.org/pricing/#support).
The OpenProject Enterprise editions (cloud and on-premises) contain all OpenProject Community features plus the additional OpenProject [Enterprise add-ons](https://www.openproject.org/de/enterprise-edition/#enterprise-add-ons), as well as professional [support](https://www.openproject.org/pricing/#support).
Find a detailed feature comparison [here](https://www.openproject.org/pricing/#features).
description: Backups in the Enterprise cloud edition.
keywords: backups
---
@ -16,7 +16,7 @@ Your Enterprise cloud data is backed up continuously and retained for 30 days. W
## Resource limitations for attachments
Currently resource limitations in the Enterprise Cloud allow a Backup to contain attachments only in the case if the file size of all attachments of your instance are less than 1 GB of data. Please contact us at [support@openproject.com](mailto:support@openproject.com) in order to manually request a complete backup containing the SQL dump including all attachments or try to delete unused attachments in order to get below 1 GB of data usage.
Currently resource limitations in the Enterprise cloud allow a Backup to contain attachments only in the case if the file size of all attachments of your instance are less than 1 GB of data. Please contact us at [support@openproject.com](mailto:support@openproject.com) in order to manually request a complete backup containing the SQL dump including all attachments or try to delete unused attachments in order to get below 1 GB of data usage.
In this case you cannot check the **Include attachments** check-box like on the screen-shot below, it will be grayed out:
You will be directed to -> *Administration* -> *Billing*.
@ -32,4 +32,4 @@ You will be directed to -> *Administration* -> *Billing*.
You will then be asked to provide your address details. After populating the respective fields please click on **Request a quote**.
After that you will receive an **email with the quote**. The email includes a link to accept the quote. Your subscription will be updated once you accept the quote.
After that you will receive an **email with the quote**. The email includes a link to accept the quote. Your subscription will be updated once you accept the quote.
keywords: Enterprise cloud FAQ, Cloud edition, hosted by OpenProject
keywords: Enterprise cloud, FAQ, cloud edition, hosted by OpenProject
---
# Frequently asked questions (FAQ) for Enterprise cloud
@ -18,7 +18,7 @@ You can do this in your OpenProject instance in the administration. The number o
## How can I change my payment details (e.g. new credit card)?
Please have a look at [this instruction](../manage-cloud-subscription/) for the Cloud edition to change your payment details.
Please have a look at [this instruction](../manage-cloud-subscription/) for the Enterprise cloud edition to change your payment details.
## Does OpenProject comply with GDPR?
@ -27,15 +27,15 @@ Yes. The protection of personal data is for OpenProject more than just a legal r
## Is the Enterprise cloud certified?
The data center (AWS) we use for Enterprise Cloud edition is ISO27001 certified.
The data center (AWS) we use for Enterprise cloud edition is ISO27001 certified.
For more information please visit the [information regarding security measures](https://www.openproject.org/legal/data-processing-agreement/technical-and-organizational-data-security-measures) on our website.
## Does OpenProject employ sub-processors for the OpenProject Cloud edition from outside the EU?
## Does OpenProject employ sub-processors for the OpenProject Enterprise cloud edition from outside the EU?
A list of all sub-processors used in the OpenProject Enterprise Cloud can be found [here](https://www.openproject.org/legal/data-processing-agreement/sub-processors/).
A list of all sub-processors used in the OpenProject Enterprise cloud can be found [here](https://www.openproject.org/legal/data-processing-agreement/sub-processors/).
Please note: For the OpenProject Enterprise Cloud we currently have two SaaS infrastructures:
Please note: For the OpenProject Enterprise cloud we currently have two SaaS infrastructures:
@ -63,7 +63,7 @@ This is now possible by controllers on their own using the [backup feature of Op
## Signing a Data Processing Agreement (DPA) for the Enterprise cloud
For EU customers it is required by the GDPR to sign a data processing agreement (sometimes called data processing addendum) before using our Cloud edition.
For EU customers it is required by the GDPR to sign a data processing agreement (sometimes called data processing addendum) before using our Enterprise cloud edition.
With OpenProject 11.1, we have automated this process in order to reduce manual effort on both sides. This way, it is even easier to comply with GDPR.
description: Report of outages and degraded services for our cloud edition customers
keywords: cloud status, incidents
description: Report of outages and degraded services for our Enterprise cloud customers
keywords: enterprise cloud, status, incidents
---
# OpenProject cloud status page
On this page, we will report any outages and reports of degraded services for our cloud edition customers.
On this page, we will report any outages and reports of degraded services for our Enterprise cloud edition customers.
* * *
@ -44,15 +44,15 @@ We are currently seeing elevated response times and degraded performance. We are
(8:15 UTC) OpenProject email notifciation service has been restored.
(7:28 UTC) We are aware of degradede mail notifications on our OpenProject Cloud edition service due to a technical issue with our mail notification provider and are actively working on resolving it.
(7:28 UTC) We are aware of degradede mail notifications on our OpenProject Enterprise cloud edition service due to a technical issue with our mail notification provider and are actively working on resolving it.
* * *
### April 20th, 2018
(3:00 UTC) The OpenProject Cloud edition is currently not available in Russia since the IP address is being blocked in connection with blocking Telegram ([more information](https://www.bbc.com/news/technology-43797176)).
(3:00 UTC) The OpenProject Enterprise cloud edition is currently not available in Russia since the IP address is being blocked in connection with blocking Telegram ([more information](https://www.bbc.com/news/technology-43797176)).
(3:00 UTC) The OpenProject Cloud edition service is currently not available in Russia.
(3:00 UTC) The OpenProject Enterprise cloud edition service is currently not available in Russia.
| [Enterprise on-premises trial](./enterprise-on-premises-trial/) | Can I test the Enterprise on-premises edition for free? |
| [Activate Enterprise on-premises](./activate-enterprise-on-premises) | How can I upgrade my Community edition to an Enterprise on-premises edition? |
| [Support](./support) | How can I get support or installation support? |
| [Support](./support) | How can I get support or installation support? |
@ -81,4 +81,4 @@ After that you can quit the console by entering `exit`.
## Do you have a reseller program for OpenProject?
We provide a [reseller program](https://www.openproject.org/reseller-program/) exclusively for OpenProject Enterprise on-premises (currently not for the Enterprise cloud) and offer a 25% discount on the regular prices as a part of this. Once you purchased the first Enterprise on-premises license for a client, you receive an Enterprise on-premises license for 25 users free of charge for your internal use. Please refer to the link above for more information and the conditions regarding this offer.
Please [let us know](mailto:sales@openproject.com) if you have a particular customer request that we can send you a quote for.
Please [let us know](mailto:sales@openproject.com) if you have a particular customer request that we can send you a quote for.
description: Create an OpenProject Enterprise edition trial installation.
keywords: Enterprise edition trial, EOP
keywords: enterprise on-premises, trial, eop
---
# Create an Enterprise on-premises edition trial
You can **test the OpenProject Enterprise on-premises edition 14 days for free**. It will extend your current Community edition with the Enterprise add-ons so you can thoroughly test those premium functionalities.
You can **test the OpenProject Enterprise on-premises edition 14 days for free**. It will extend your current Community edition with the Enterprise add-ons so you can thoroughly test those Enterprise functionalities.
You can start the trial period for OpenProject either via an already installed Community edition or via our website.
@ -30,4 +30,4 @@ If you have more questions, please [contact us](https://www.openproject.org/cont
## Resources for Community edition users
As the Community edition does not include support please use the [forums](https://community.openproject.com/projects/openproject/forums) to get help from other users. There are also some videos on the [OpenProject YouTube channel](https://www.youtube.com/c/OpenProjectCommunity) that might be helpful.
As the Community edition does not include support please use the [forums](https://community.openproject.com/projects/openproject/forums) to get help from other users. There are also some videos on the [OpenProject YouTube channel](https://www.youtube.com/c/OpenProjectCommunity) that might be helpful.
@ -23,7 +23,8 @@ Welcome to the central overview of frequently asked questions for OpenProject.
## Learn more about OpenProject
### How do I get access to the OpenProject Enterprise add-ons?
We offer the premium functions of OpenProject (incl. boards) for two different OpenProject variants:
We offer the Enterprise add-ons of OpenProject (incl. boards) for two different OpenProject variants:
* For the OpenProject Enterprise cloud edition (hosted by us),
* For the self-hosted (on-premises) OpenProject Enterprise on-premises edition
@ -65,7 +66,7 @@ Terms and conditions regarding GPLv3 are available at [https://www.gnu.org/licen
We offer three different versions of OpenProject. Please get an overview of the different OpenProject Editions [here](https://www.openproject.org/pricing/#features).
The (on-premise) OpenProject Community edition is completely free. The Enterprise cloud and Enterprise on-premises edition offer Enterprise add-ons, hosting and support and thus we are charging for it. Nevertheless, we offer free 14 days trials for the Enterprise 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 Enterprise cloud and Enterprise on-premises edition – check out the Enterprise add-ons [here](https://www.openproject.org/enterprise-edition/#premium-features).
The (on-premise) OpenProject Community edition is completely free. The Enterprise cloud and Enterprise on-premises edition offer Enterprise add-ons, hosting and support and thus we are charging for it. Nevertheless, we offer free 14 days trials for the Enterprise 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 Enterprise cloud and Enterprise on-premises edition – check out the Enterprise add-ons [here](https://www.openproject.org/enterprise-edition/#enterprise-add-ons).
### Can I have both users with the Enterprise cloud and others with the Enterprise on-premises edition?
@ -78,12 +79,12 @@ All users working in OpenProject Enterprise cloud/on-premises need a license in
### How many projects can I manage in OpenProject at once?
The number of projects is always unlimited.
For the paid versions Enterprise or Cloud edition, the price differs according to the number of users.
For the paid versions Enterprise on-premises or Enterprise cloud edition, the price differs according to the number of users.
However, if you're still using an old OpenProject subscription there may be limits to the number of projects. In this case please contact us.
### What is the difference between Enterprise on-premises and Community edition regarding LDAP?
In the Community edition and in the Enterprise on-premises edition you can use the standard LDAP authentication. However, the Enterprise on-premises edition also includes LDAP group synchronization. This allows you to synchronize group members from LDAP with groups in OpenProject. The respective documentation can be found [here](../system-admin-guide/authentication/ldap-authentication/ldap-group-synchronization/#synchronize-ldap-and-openproject-groups-premium-feature).
In the Community edition and in the Enterprise on-premises edition you can use the standard LDAP authentication. However, the Enterprise on-premises edition also includes LDAP group synchronization. This allows you to synchronize group members from LDAP with groups in OpenProject. The respective documentation can be found [here](../system-admin-guide/authentication/ldap-authentication/ldap-group-synchronization/#synchronize-ldap-and-openproject-groups-enterprise-add-on).
## How to ... in OpenProject
@ -273,7 +274,7 @@ If you [book Enterprise on-premises](../enterprise-guide/enterprise-on-premises-
### How can I migrate from Enterprise on-premises to Community edition?
If you cancel your subscription for Enterprise on-premises you will be downgraded to Community edition automatically as soon as the subscription period ends. You can keep all your data but won't be able to use the [Enterprise add-ons](https://www.openproject.org/de/enterprise-edition/#premium-features) and won't be eligible for support any more.
If you cancel your subscription for Enterprise on-premises you will be downgraded to Community edition automatically as soon as the subscription period ends. You can keep all your data but won't be able to use the [Enterprise add-ons](https://www.openproject.org/de/enterprise-edition/#enterprise-add-ons) and won't be eligible for support any more.
### How can I migrate from an old version of OpenProject to the latest version?
This document provides an initial introduction to the boards in OpenProject, i.e. how to use a Kanban board to manage your tasks in an agile way.
> **Note**: The agile board is a Enterprise add-on and only available for the [OpenProject Cloud edition](https://www.openproject.org/hosting/) and the [Enterprise On-premises edition](https://www.openproject.org/enterprise-edition/).
> **Note**: The agile board is an Enterprise add-on and only available for the [OpenProject Enterprise cloud](https://www.openproject.org/hosting/) and the [Enterprise On-premises edition](https://www.openproject.org/enterprise-edition/).
| [About OpenProject](#about-openproject) | What is OpenProject? |
| [First steps to get started](#first-steps-to-get-started) | The first steps to get started with OpenProject. |
| [The entire Project Management Life-Cycle](#the-entire-project-management-life-cycle) | Find out more how OpenProject supports the different project phases. |
| [OpenProject products](#openproject-products) | What is the difference between the Community, Cloud and Enterprise Edition? |
| [About OpenProject](#about-openproject) | What is OpenProject? |
| [First steps to get started](#first-steps-to-get-started) | The first steps to get started with OpenProject. |
| [The entire Project Management Life-Cycle](#the-entire-project-management-life-cycle) | Find out more how OpenProject supports the different project phases. |
| [OpenProject products](#openproject-products) | What is the difference between the Community, Enterprise cloud and Enterprise on-premises? |
| [Sign in with an existing account](#sign-in-with-an-existing-account) | Sign in with an existing account to an OpenProject installation. |
| [Sign in with Google](#sign-in-with-a-google-account) | Find out how to sign in with a Google account. |
| [Sign in from the OpenProject website](#sign-in-from-the-openproject-website) | Sign in to an existing OpenProject Cloud edition from the website. |
| [Sign in from the OpenProject website](#sign-in-from-the-openproject-website) | Sign in to an existing OpenProject Enterprise cloud edition from the website. |
| [Create a new account](#create-a-new-account) | Create a new account for OpenProject. |
| [Choose your language](#choose-your-language) | How to select your language in OpenProject. |
| [Reset your password](#reset-your-password) | If you forgot your password find out how to reset it. |
@ -36,7 +36,7 @@ Type in your user name and password in the respective fields and click the blue
## Sign in with a Google account
Enterprise edition and Cloud edition customers can sign in with OpenID Connect, using their Google account. To sign in just click the Google button below the sign in form.
Enterprise on-premises and Enterprise cloud customers can sign in with OpenID Connect, using their Google account. To sign in just click the Google button below the sign in form.
Please enter your email and click the blue Next button.
@ -56,9 +56,9 @@ Then, you are asked to create your OpenProject Account.
## Sign in from the OpenProject website
If you are using the OpenProject Cloud edition, you can sign in to your installation directly from the OpenProject website.
If you are using the OpenProject Enterprise cloud edition, you can sign in to your installation directly from the OpenProject website.
Please follow the [instructions in our Cloud edition guide](../../enterprise-guide/enterprise-cloud-guide/sign-in).
Please follow the [instructions in our Enterprise cloud edition guide](../../enterprise-guide/enterprise-cloud-guide/sign-in).
@ -10,20 +10,20 @@ This page summarizes the options for getting OpenProject, some hosted and some o
### On-premises
* **Community edition** - The free, no license, edition of OpenProject that you install on-premise. The additional features of the Enterprise edition are not included. See the "Installation" row of the table below.
* **Enterprise on-premise edition** - Builds on top of the Community edition: additional features, professional support, hosted on-premise with optional installation support. See more [on the website](https://www.openproject.org/enterprise-edition/), where you can apply for a free trial, or in the [documentation](../enterprise-guide/enterprise-on-premises-guide/).
* **Community edition** - The free, no license, edition of OpenProject that you install on-premise. The additional add-ons of the Enterprise edition are not included. See the "Installation" row of the table below.
* **Enterprise on-premise edition** - Builds on top of the Community edition: Enterprise add-ons, professional support, hosted on-premise with optional installation support. See more [on the website](https://www.openproject.org/enterprise-edition/), where you can apply for a free trial, or in the [documentation](../enterprise-guide/enterprise-on-premises-guide/).
### Hosted
* **Enterprise cloud edition** - Hosted by OpenProject in an EU Data Center, with Enterprise add-ons and professional support . See more on the [website](https://www.openproject.org/hosting/), where you can apply for a free trial, or in the [documentation](../enterprise-guide/enterprise-cloud-guide/).
* **Enterprise Enterprise cloud edition** - Hosted by OpenProject in an EU Data Center, with Enterprise add-ons and professional support . See more on the [website](https://www.openproject.org/hosting/), where you can apply for a free trial, or in the [documentation](../enterprise-guide/enterprise-cloud-guide/).
* **Univention App Center** - Download the free Community edition as a pre-installed virtual environment and upgrade to the Enterprise edition with Enterprise add-ons and support. See the [documentation](installation/univention/) for details.
All editions can be enhanced by adding **[the BIM module](https://www.openproject.org/bim-project-management/)**, including features for construction project management, i.e. 3D model viewer, BCF management. See how to [switch to that edition](bim-edition/) in the documentation or how to start a [BIM cloud edition](https://start.openproject.com/go/bim).
All editions can be enhanced by adding **[the BIM module](https://www.openproject.org/bim-project-management/)**, including features for construction project management, i.e. 3D model viewer, BCF management. See how to [switch to that edition](bim-edition/) in the documentation or how to start a [BIM Enterprise cloud edition](https://start.openproject.com/go/bim).
Compare the features of these versions [on the website](https://www.openproject.org/pricing/#features). The Community edition can easily be upgraded to the Enterprise edition.
Compare the features of these versions [on the website](https://www.openproject.org/pricing/#features). The Community edition can easily be upgraded to the Enterprise on-premises edition.
* **Development** - OpenProject is open source; if you want to help with the code, check the [development instructions](../development/) and install a [development environment.](../development/#additional-resources)
@ -122,7 +122,7 @@ If a matching account is found, the mail handler impersonates the user to create
If no matching account is found, the mail is rejected. To override this behavior and allow unknown mail address
to create work packages, set the option `no_permission_check=1` and specify with `unknown_user=accept`
**Note**: This feature only provides a mapping of mail to user account, it does not authenticate the user based on the mail. Since you can easily spoof mail addresses, you should not rely on the authenticity of work packages created that way. At the moment in the OpenProject Enterprise Cloud work package generation by emails can only be triggered by registered email addresses.
**Note**: This feature only provides a mapping of mail to user account, it does not authenticate the user based on the mail. Since you can easily spoof mail addresses, you should not rely on the authenticity of work packages created that way. At the moment in the OpenProject Enterprise cloud work package generation by emails can only be triggered by registered email addresses.
@ -167,4 +167,4 @@ The package based installation is intended to be run on a dedicated system. Dedi
In case the database is stored on a different system, e.g. within a database cluster, it needs to be removed separately. The database URL can be found within the OpenProject installation, via `openproject config:get DATABASE_URL`.
In case the attachments are stored on a different system, e.g. on an NFS or on S3, they also need to be removed separately.
In case the attachments are stored on a different system, e.g. on an NFS or on S3, they also need to be removed separately.
OpenProject 10 introduces drag and drop ordering of work packages in the work package table and Gantt view. The project overview dashboard has been completely rewritten to provide a modern and flexible overview of the project. In addition, work package description and custom fields now have task lists you can create and manage within the CKEditor5 WYSIWYG editor. A new card view on the work package page provides quick overview of the tasks. Users of the Cloud and Enterprise edition benefit from graphs which can be included in the project overview page.
OpenProject 10 introduces drag and drop ordering of work packages in the work package table and Gantt view. The project overview dashboard has been completely rewritten to provide a modern and flexible overview of the project. In addition, work package description and custom fields now have task lists you can create and manage within the CKEditor5 WYSIWYG editor. A new card view on the work package page provides quick overview of the tasks. Users of the Enterprise cloud and Enterprise on-premises benefit from graphs which can be included in the project overview page.
Read below to get a detailed overview of what is new in OpenProject 10.
@ -50,9 +50,9 @@ The overview pages of users upgrading from earlier versions to OpenProject 10 wi
## Graphs on project overview page (Cloud / Enterprise edition)
## Graphs on project overview page (Enterprise add-on)
As a user of the Cloud or Enterprise edition, you can add graphs to the overview page. This enables you to visualize important project information - directly form the project overview page.
As a user of the Enterprise cloud or Enterprise on-premises, you can add graphs to the overview page. This enables you to visualize important project information - directly form the project overview page.
Therefore, you can quickly communicate e.g. who is assigned to which work packages, how many tasks are still open and more. To give you maximum flexibility, you can choose from seven different types of graphs, such as bar charts, pie charts and line graphs.
@ -226,7 +226,7 @@ You will find useful information in the OpenProject [FAQ]() or you can post your
### Upgrading your installation to OpenProject 10.0.
If you're using the OpenProject Cloud edition, you are already running on the latest version of OpenProject 10.0. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
If you're using the OpenProject Enterprise cloud edition, you are already running on the latest version of OpenProject 10.0. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
[Please visit our upgrade guides for more information](../../../installation-and-operations/operation/upgrading).
@ -92,7 +92,7 @@ You will find useful information in the OpenProject [FAQ]() or you can post your
### Upgrading your installation to OpenProject 10.1.
If you’re using the OpenProject Cloud edition, you will be automatically updated to the latest version of OpenProject 10.1 in the next days. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
If you’re using the OpenProject Enterprise cloud edition, you will be automatically updated to the latest version of OpenProject 10.1 in the next days. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
[Please visit our upgrade guides for more information]().
@ -59,7 +59,7 @@ You can find useful information in the [OpenProject help section](https://www.op
### Upgrading your installation to OpenProject 10.3.
If you’re using the OpenProject Cloud edition, you will be automatically updated to the latest version of OpenProject 10.1 in the next days. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
If you’re using the OpenProject Enterprise cloud edition, you will be automatically updated to the latest version of OpenProject 10.1 in the next days. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
[Please visit our upgrade guides for more information](../../../installation-and-operations/operation/upgrading/).
We released OpenProject 10.4. The new release of the open source project management software contains a new time tracking widget for the My page which facilitates visualizing and logging time spent on your tasks. Additionally, cost reports can now be exported to Excel.
Cloud and Enterprise edition users can now choose between the default OpenProject theme, a light theme and a dark theme. This provides a good starting point for further design customization.
Enterprise cloud and Enterprise on-premises users can now choose between the default OpenProject theme, a light theme and a dark theme. This provides a good starting point for further design customization.
Read below to get a detailed overview of what is new in OpenProject 10.4.
@ -39,7 +39,7 @@ The Excel spreadsheet lists the tracked time, cost, as well as the different cos
### Light and dark theme for OpenProject (Enterprise add-on)
Cloud and Enterprise edition users can now easily customize the look and feel of their OpenProject environment by using a custom logo and adjusting the color theme. With OpenProject 10.4 this gets a lot easier - thanks to default themes. Simply choose between the OpenProject theme, the light theme and the dark theme.
Enterprise cloud and Enterprise on-premises users can now easily customize the look and feel of their OpenProject environment by using a custom logo and adjusting the color theme. With OpenProject 10.4 this gets a lot easier - thanks to default themes. Simply choose between the OpenProject theme, the light theme and the dark theme.
These themes are optimized and fulfill accessibility requirements. You can further customize them by starting with one of the default themes and adjusting individual colors based on your needs.
@ -217,7 +217,7 @@ For the upcoming BIM specific release we are focusing on more building industry
Follow the [upgrade guide for the packaged installation or Docker installation](../../../installation-and-operations/operation/upgrading/) to update your OpenProject installation to OpenProject 10.4.
We update hosted OpenProject environments (Cloud edition) automatically.
We update hosted OpenProject environments (Enterprise cloud) automatically.
@ -47,11 +47,11 @@ The summary of news will now be displayed in the news widget on the project over
## Upgrade to the OpenProject Enterprise edition
## Upgrade to the OpenProject Enterprise on-premises edition
With OpenProject 10.5 it is now much easier to upgrade an existing Community installation to the Enterprise edition. Within your system Administration under -> Enterprise edition you now have the possibility to start a 14 days free trial for the Enterprise edition. Also, you can upgrade directly to get professional support, Enterprise add-ons, and additional security features. The Enterprise token will be generated and updated in your Community installation.
## OpenProject 10.5 BIM edition for construction project management
@ -188,4 +188,4 @@ A big thanks to community members for reporting bugs and helping us identifying
Special thanks for reporting and finding bugs go to
Vikas Kedia, Fernando Meurer, Aurelien Barre, Adnan Abou-Rikab, Scott Sanders, York-Simon Johannsen, Joachim Schardt, Peter Pof, Tobias R, Frank Schmid, Harald Holzmann, Petr Zeman, Paul GARROUSTE, Marc Vollmer, Filter Punk, Mathias Gerlach, Gio @ Enuan, Per Bröms, Jason Culligan, Frank Long, Radovan Semancik, Frendy A. N.
Vikas Kedia, Fernando Meurer, Aurelien Barre, Adnan Abou-Rikab, Scott Sanders, York-Simon Johannsen, Joachim Schardt, Peter Pof, Tobias R, Frank Schmid, Harald Holzmann, Petr Zeman, Paul GARROUSTE, Marc Vollmer, Filter Punk, Mathias Gerlach, Gio @ Enuan, Per Bröms, Jason Culligan, Frank Long, Radovan Semancik, Frendy A. N.
@ -305,7 +305,7 @@ There are lots and lots of new things we packed into 11.0 to tell you about.
## Installation and Updates
To use OpenProject 11.0 right away, create an instance and [test 14 days for free in the Cloud](https://start.openproject.com/).
To use OpenProject 11.0 right away, create an instance and [test Enterprise cloud 14 days for free](https://start.openproject.com/).
Prefer to run OpenProject 11.0 in your own infrastructure?
Here you can find the [Installation guidelines](../../../installation-and-operations) for OpenProject.
@ -317,7 +317,7 @@ Navigate to the -> *Administration*-> *Enterprise edition* and request your tria
Follow the [upgrade guide for the packaged installation or Docker installation](../../../installation-and-operations/operation/upgrading/) to update your OpenProject installation to OpenProject 11.0. Please note the blue box on top of the page.
We update the hosted OpenProject environments (Enterprise Cloud) automatically.
We update the hosted OpenProject environments (Enterprise cloud) automatically.
@ -40,7 +40,7 @@ In the work package list it is possible to group by any attribute, e.g. assigne
## Signing Data Processing Agreement (DPA) documents in Enterprise cloud
For EU customers it is required by the GDPR to sign a data processing agreement (sometimes called data processing addendum) before using our Cloud edition. Until now, we processed these contracts manually. Users had to print the document, enter their information and send it to us. We then had to sign it too, and send it back to the customer.
For EU customers it is required by the GDPR to sign a data processing agreement (sometimes called data processing addendum) before using our Enterprise cloud edition. Until now, we processed these contracts manually. Users had to print the document, enter their information and send it to us. We then had to sign it too, and send it back to the customer.
Luckily, we now automated this process in order to reduce manual effort on both sides. This way, it is even easier to comply with GDPR. Within -> Administration -> GDPR you can now online review and sign your DPA document with us.
@ -87,7 +87,7 @@ There are a lot more things we packed into 11.1 to tell you about.
## Installation and Updates
To use OpenProject 11.1 right away, create an instance and [test 14 days for free in the Cloud](https://start.openproject.com/).
To use OpenProject 11.1 right away, create an instance and [test Enterprise cloud 14 days for free](https://start.openproject.com/).
Prefer to run OpenProject 11.1 in your own infrastructure?
Here you can find the [Installation guidelines](../../../installation-and-operations) for OpenProject.
@ -100,7 +100,7 @@ Navigate to the -> *Administration*-> *Enterprise Edition* and request your tria
Follow the [upgrade guide for the packaged installation or Docker installation](../../../installation-and-operations/operation/upgrading/) to update your OpenProject installation to OpenProject 11.0. Please note the blue box on top of the page.
We update the hosted OpenProject environments (Enterprise Cloud) automatically.
We update the hosted OpenProject environments (Enterprise cloud) automatically.
## Credits and contributions
@ -120,4 +120,4 @@ Special thanks go to all OpenProject contributors without whom this release woul
## What’s next?
We are continuously developing new features and improvements for OpenProject. If you’d like to preview what’s coming in the next release, be sure to check out our [development roadmap](https://community.openproject.com/projects/openproject/work_packages?query_id=918).
We are continuously developing new features and improvements for OpenProject. If you’d like to preview what’s coming in the next release, be sure to check out our [development roadmap](https://community.openproject.com/projects/openproject/work_packages?query_id=918).
@ -127,4 +127,4 @@ Special thanks go to all OpenProject contributors without whom this release woul
- Every dedicated user who has [reported bugs](../../../development/report-a-bug/) and supported the community by asking and answering questions in the [forum](https://community.openproject.org/projects/openproject/boards).
- All the dedicated users who provided translations on [CrowdIn](https://crowdin.com/projects/opf).
- All the dedicated users who provided translations on [CrowdIn](https://crowdin.com/projects/opf).
@ -212,7 +212,7 @@ OpenProject 12.0 will deprecate PostgreSQL versions < 13. This will result in a
## Installation and Updates
To use OpenProject 12.0 right away, create an instance and [test 14 days for free in the Cloud](https://start.openproject.com/).
To use OpenProject 12.0 right away, create an instance and [test Enterprise cloud 14 days for free](https://start.openproject.com/).
Prefer to run OpenProject 12.0 in your own infrastructure?
Here you can find the [Installation guidelines](../../installation-and-operations) for OpenProject.
@ -223,7 +223,7 @@ Want to upgrade from your self-managed Community version to try out the Enterpri
Follow the [upgrade guide for the packaged installation or Docker installation](../../installation-and-operations/operation/upgrading/) to update your OpenProject installation to OpenProject 12.0. Please note the blue box on top of the page.
We update the hosted OpenProject environments (Enterprise Cloud) automatically.
We update the hosted OpenProject environments (Enterprise cloud) automatically.
@ -17,13 +17,13 @@ Read below to get a detailed overview of what is new in OpenProject 9.
## Board view (Enterprise / Cloud edition)
## Board view (Enterprise add-on)
The board view is a new module for OpenProject and allows Scrum and Kanban-style agile project management. You can display display a board view with the different statuses shown as columns (similarly to a Kanban board) and quickly update the status. Alternatively, you can define a basic board with custom names or display versions as columns (e.g. to plan your roadmap).
Since boards display work packages - just like the work packages list - you can easily combine traditional and agile project management. Simply schedule your tasks in the Gantt chart and work on them from the boards view.
To use boards you need to use either the Cloud edition or the Enterprise edition. If you currently use the Community edition and would like to give boards a try, simply [request an Enterprise edition trial license]().
To use boards you need to use either the Enterprise cloud or the Enterprise on-premises edition. If you currently use the Community edition and would like to give boards a try, simply [request an Enterprise edition trial license]().
[Learn more about Boards for Scrum and Agile Project Management.]()
@ -77,6 +77,6 @@ For an extensive overview of bug fixes please refer to the [following list](http
## Upgrading your installation to OpenProject 9.0.
If you're using the OpenProject Cloud edition, you are already running on the latest version of OpenProject 9.0. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
If you're using the OpenProject Enterprise cloud edition, you are already running on the latest version of OpenProject 9.0. For your local installations, there are some minor changes you need to do in order to perform the upgrade.
[Please visit our upgrade guides for more information](../../../installation-and-operations/operation/upgrading).
[Please visit our upgrade guides for more information](../../../installation-and-operations/operation/upgrading).
@ -14,7 +14,7 @@ keywords: attribute help texts, help texts for projects and work packages
This way you will reduce wrong entries for attributes. This is especially relevant for company specific custom fields.
</div>
> **Note**: Attribute help texts are a Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
> **Note**: Attribute help texts are an Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
## Overview
@ -89,4 +89,4 @@ They will help the users (e.g. the project managers) understand what kind of inf
## WYSIWYG editor
The Attribute help texts can also be displayed in the WYSIWYG text editor by using a certain syntax. Find out more [here](../../user-guide/wysiwyg/#embedding-of-work-package-attributes-and-project-attributes).
The Attribute help texts can also be displayed in the WYSIWYG text editor by using a certain syntax. Find out more [here](../../user-guide/wysiwyg/#embedding-of-work-package-attributes-and-project-attributes).
@ -39,7 +39,7 @@ Yes, for Enterprise on-premises and Community edition there is a [configuration
## Which authentication providers are supported for single sign-on?
We do support the main authentication providers, such as CAS, SAML, OpenID Connect, Kerberos, and Okta. Please note that single sign-on is a Enterprise add-on and can only be activated for Enterprise cloud and Enterprise on-premises.
We do support the main authentication providers, such as CAS, SAML, OpenID Connect, Kerberos, and Okta. Please note that single sign-on is an Enterprise add-on and can only be activated for Enterprise cloud and Enterprise on-premises.
## Is it possible to use a custom SSO provider (e.g. Keycloak) with the Enterprise cloud edition?
@ -57,6 +57,6 @@ There's no such option at the moment. However, you can activate the on-the-fly u
## I would like to assign work packages to users from different authentication sources (AD and OpenLDAP). Is this possible without the admin creating groups manually?
OpenProject supports creating groups and staffing them with users based on information found in an LDAP (or AD). This is called [LDAP group synchronization](../ldap-authentication/ldap-group-synchronization/#synchronize-ldap-and-openproject-groups-premium-feature). The groups are created based on the name. So theoretically, it should be possible to have a single group that gets staffed by the information found in multiple LDAPs. This scenario has not been tested yet. Therefore, we cannot promise that it will work for sure. There is currently no other option.
OpenProject supports creating groups and staffing them with users based on information found in an LDAP (or AD). This is called [LDAP group synchronization](../ldap-authentication/ldap-group-synchronization/#synchronize-ldap-and-openproject-groups-enterprise-add-on). The groups are created based on the name. So theoretically, it should be possible to have a single group that gets staffed by the information found in multiple LDAPs. This scenario has not been tested yet. Therefore, we cannot promise that it will work for sure. There is currently no other option.
Assigning work packages to multiple assignees is expected to be implemented in 2021. Once it is implemented, the source the user is defined in is no longer relevant.
Assigning work packages to multiple assignees is expected to be implemented in 2021. Once it is implemented, the source the user is defined in is no longer relevant.
@ -11,7 +11,7 @@ keywords: SAML, SSO, single sign-on, authentication
You can integrate your active directory or other SAML compliant identity provider in your OpenProject Enterprise edition.
## Enterprise Cloud
## Enterprise cloud
For the moment in the Enterprise cloud OpenProject DevOps team has to apply the configuration for you. The configuration has to be provided in a support ticket, e.g. as an ENV environment file.
Experience shows that configuring this can be tricky, though. So it may take a bit until the correct configuration is finished with your SAML provider.
@ -46,7 +46,7 @@ Depending on the module, for which the new custom field is being created, sligh
> 1. Custom field has been added to the work package type (form configuration).
> 2. Custom field is activated for the project.
1. [Assign a custom field to a work package type](../manage-work-packages/work-package-types/#work-package-form-configuration-premium-feature) (Form configuration). You can do this directly via the link in the custom field overview.
1. [Assign a custom field to a work package type](../manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on) (Form configuration). You can do this directly via the link in the custom field overview.
@ -66,7 +66,7 @@ With these additional settings, you have absolute freedom which custom fields ar
## Create a multi-select custom field (Enterprise add-on)
For work package custom fields of type **List** and **User** you may also select **multi-select custom fields** to select more than one value at once.
Please note that this feature is only available in the [Enterprise edition](https://www.openproject.org/enterprise-edition/) and [Cloud edition](https://www.openproject.org/hosting/).
Please note that this add-on is only available in the [Enterprise on-premises](https://www.openproject.org/enterprise-edition/) and [Enterprise cloud](https://www.openproject.org/hosting/).
To create a multi-select custom field follow the same steps as you would when [creating a standard custom field](#add-a-new-custom-field). Select format *List* or format *User* and check the option *Allow multi-select*.
@ -13,7 +13,7 @@ Automated workflows with custom actions support you to easily update several wor
You can use custom actions to standardize your workflows, avoid errors and reduce manual work for updates.
The workflows with custom actions are a Enterprise add-on and only available for [Enterprise edition](https://www.openproject.org/enterprise-edition/) and [Cloud edition](https://www.openproject.org/hosting/) customers.
The workflows with custom actions are an Enterprise add-on and only available for [Enterprise on-premises](https://www.openproject.org/enterprise-edition/) and [Enterprise cloud](https://www.openproject.org/hosting/) customers.
Watch the following video to see how you can configure your custom actions:
6. **Work packages / Projects export limit**. This setting defines how many work packages and projects you can export at the same time, for example in the work package list. This limit can only be changed in self hosted versions of OpenProject.
7. **Default highlighting mode** (Enterprise add-on) defines which should be the default [attribute highlighting](../../../user-guide/work-packages/work-package-table-configuration/#attribute-highlighting-premium-feature) mode, e.g. to highlight the following criteria in the work package table. This setting is only available for Enterprise on-premises and Enterprise cloud users.
7. **Default highlighting mode** (Enterprise add-on) defines which should be the default [attribute highlighting](../../../user-guide/work-packages/work-package-table-configuration/#attribute-highlighting-enterprise-add-on) mode, e.g. to highlight the following criteria in the work package table. This setting is only available for Enterprise on-premises and Enterprise cloud users.
@ -40,7 +40,7 @@ Click the green **+ Type** button to add a new work package type in the system,
You can freely **configure the attributes shown** for each work package type to decide which attributes are shown in the form and how they are grouped.
> **Note**: Some parts of the Work package form configuration are a Enterprise add-on and only available for the [OpenProject Cloud edition](https://www.openproject.org/hosting/) and the [Enterprise On-premises edition](https://www.openproject.org/enterprise-edition/).
> **Note**: Some parts of the Work package form configuration are an Enterprise add-on and only available for the [OpenProject Enterprise cloud](https://www.openproject.org/hosting/) and the [Enterprise On-premises edition](https://www.openproject.org/enterprise-edition/).
> The Enterprise edition allows you to customize form configuration with these additional features:
>
> - **Add new attribute groups**
@ -54,7 +54,7 @@ You can then decide for each attribute which group it should be assigned to (usi
Inactive attributes shown in the grey color on the right. Attributes which have been removed are shown in the *Inactive* column on the right *(3)*. This column also includes [custom fields](../../custom-fields) which have been created. The custom fields also can be added with drag and drop to the active form (the blue part on the left) to be displayed in the form.
To add additional group, click the **+ Group** button *(4)* and select **Add attribute group**. Give the new group a name. You can then assign attributes (e.g. custom fields) via drag and drop. Note that adding attribute groups is only possible with the [OpenProject Enterprise edition](https://www.openproject.org/enterprise-edition/) and the [OpenProject Cloud edition](https://www.openproject.org/hosting/).
To add additional group, click the **+ Group** button *(4)* and select **Add attribute group**. Give the new group a name. You can then assign attributes (e.g. custom fields) via drag and drop. Note that adding attribute groups is only possible with the [OpenProject Enterprise on-premises](https://www.openproject.org/enterprise-edition/) and the [OpenProject Enterprise cloud](https://www.openproject.org/hosting/).
In case you made a mistake, click the *Reset to defaults (5)* button to reset all settings to the original state.
@ -76,7 +76,7 @@ Watch the following video to see how you can customize your work packages with c
Also, you can add a table of related work packages to your work package form. Click the green **+ Group** button and choose **Add table of related work package** from the drop-down list.
**Note**: To Add a table of related work package in OpenProject is a Enterprise add-on and can only be used with [Enterprise cloud](../../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
**Note**: To Add a table of related work package in OpenProject is an Enterprise add-on and can only be used with [Enterprise cloud](../../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
The profile page can be accessed via the [placeholder user settings](#manage-placeholder-user-settings) and via the overview page of projects the placeholder user is a member of.
The profile page can be accessed via the [placeholder user settings](#manage-placeholder-user-settings) and via the overview page of projects the placeholder user is a member of.
description: OpenProject user guide for Community, Cloud edition and Enterprise edition.
description: OpenProject user guide for Community edition, Enterprise cloud and Enterprise on-premises.
keywords: user guide
---
# User guide
@ -15,36 +15,39 @@ This guide covers all of OpenProject's functionalities from a user's perspective
Your work within OpenProject can be organized into multiple projects, each with a distinct set of members and their respective roles in that project. In turn, each project can be individually configured with regards to the enabled features, called *Modules* in OpenProject. This distinction between projects provides you with a lot of flexibility to set up your work, and control what users are allowed to view and/or collaborate on in each individual project.
Both the community edition and enterprise edition allow you to create an unlimited number of projects to separate your work. To learn more about the creation and management of projects within OpenProject, [please visit our separate section on projects](projects/).
Both the community edition and Enterprise edition allow you to create an unlimited number of projects to separate your work. To learn more about the creation and management of projects within OpenProject, [please visit our separate section on projects](projects/).
## Overview of modules in OpenProject
<divclass="glossary">
**Module** is defined as an independent unit of functionality that can be used to extend and improve the existing core functions.</div>
**Module** is defined as an independent unit of functionality that can be used to extend and improve the existing core functions.
</div>
Within a project Modules can be activated and deactivated under "Modules" in the project settings menu by project members who have sufficient permissions to adjust project settings. Which modules will be available within projects is controlled in the global Administration settings (please see [System admin guide](../system-admin-guide/system-settings/project-system-settings/) to see how this is done).
Please choose the module or topic you want to learn more about.
@ -12,7 +12,7 @@ Boards support agile project management methodologies, such as Scrum or Kanban.
Our Agile boards can be for anything you would like to keep track of within your projects: Tasks to be done, Bugs to be fixed, Things to be reviewed, Features to be developed, Risks to be monitored, Ideas to be spread, anything! The boards consist of lists (columns) and cards. You can choose between a Basic board and various advanced Action boards.
> **Note**: The basic board is included in the OpenProject Community edition. OpenProject Action boards are a Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
> **Note**: The basic board is included in the OpenProject Community edition. OpenProject Action boards are an Enterprise add-on and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
@ -14,7 +14,7 @@ To do this, you can (provided you have set the end dates for the work packages)
## How can I activate Boards in OpenProject?
The Boards module is a Enterprise add-on of OpenProject Enterprise on-premises and OpenProject Enterprise cloud. 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/).
The Boards module is an Enterprise add-on of OpenProject Enterprise on-premises and OpenProject Enterprise cloud. 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.
## Is it possible that we can have a board over all OpenProject tasks and users?
@ -24,4 +24,4 @@ Yes, to achieve the desired result you can navigate to the main project and on t
## What does the error message "Parent is invalid because the work package (...) is a backlog task and therefore cannot have a parent outside of the current project" mean?
This message appears when the Backlogs module is activated and you try to set a work package belonging to project A as a child of another work package belonging to project B.
In the Backlogs module work packages can only have children of the same version and the same project. To avoid displaying different information in the backlog and in the boards view this restriction is in place. You can solve it by disabling the Backlogs module or by changing the project (and if necessary version) of the work package you'd like to move.
In the Backlogs module work packages can only have children of the same version and the same project. To avoid displaying different information in the backlog and in the boards view this restriction is in place. You can solve it by disabling the Backlogs module or by changing the project (and if necessary version) of the work package you'd like to move.
@ -30,6 +30,6 @@ You can edit or delete documents anytime. To do that, navigate to the Documents
## Frequently asked questions (FAQ)
### Is there a size limit for uploading documents to the OpenProject Cloud edition?
### Is there a size limit for uploading documents to the OpenProject Enterprise 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.
| [Participating](#participating) | Be notified of activities on some or all of the work packages in which you are participating (as assignee, responsible or watcher). |
| [Date alerts](#date-alerts-enterprise-add-on) | Be notified of approaching start or end dates, and when things are overdue. |
| [Non-participating](#non-participating) | Be notified of activities on work packages in which you are not participating. |
| [Project-specific](#project-specific-notifications) | Fine-tune your notification settings at the level of individual projects. |
| [Participating](#participating) | Be notified of activities on some or all of the work packages in which you are participating (as assignee, responsible or watcher). |
| [Date alerts](#date-alerts-enterprise-add-on) | Be notified of approaching start or end dates, and when things are overdue. |
| [Non-participating](#non-participating) | Be notified of activities on work packages in which you are not participating. |
| [Project-specific](#project-specific-notifications) | Fine-tune your notification settings at the level of individual projects. |
@ -39,7 +39,7 @@ You cannot disable notifications for when you are mentioned since the goal of me
Starting with 12.4, Open Project offers notification for date alerts.
> **Note**: Date alerts are a Enterprise add-on and can only be used with [Enterprise cloud](../../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easy and helps support OpenProject.
> **Note**: Date alerts are an Enterprise add-on and can only be used with [Enterprise cloud](../../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easy and helps support OpenProject.
Date alerts allow you to receive a notification when a start date or a finish date is approaching for a work package you are participating in (that is, for which you are assignee, accountable or a watcher).
@ -55,7 +55,7 @@ For **overdue dates**, you can also choose to receive a recurring notification (
> **Info:** A previously unread notification for an overdue date alert is marked as read and replaced by a new one with the updated due date (for example, if you choose to be alerted every day for an overdue work package, and ignore that alert for a week, you will still see only one notification for this work package). You can stop receiving these alerts by either unchecking this option, or changing or removing the dates of the work package.
Date alerts notifications appear in [Notification center](../#accessing-in-app-notifications), both in the _Inbox_ and the separate _Date alerts_ sections on the left menu.
Date alerts notifications appear in [Notification center](../#access-in-app-notifications), both in the _Inbox_ and the separate _Date alerts_ sections on the left menu.
@ -169,7 +169,7 @@ To get an overview of all your projects, press the **Projects lists** button at
You will then get a list of all your projects in OpenProject. You can use this projects overview to **create a multi project status dashboard** if you include your own [project custom fields](../../system-admin-guide/custom-fields/custom-fields-projects/), e.g. custom status options, Accountable, Project duration, and more.
**Please note:** Project custom fields are a Enterprise add-on and will only be displayed here for Enterprise on-premises and Enterprise cloud.
**Please note:** Project custom fields are an Enterprise add-on and will only be displayed here for Enterprise on-premises and Enterprise cloud.
With the **arrow** on the right you can display the **project description**.
@ -19,7 +19,7 @@ Before you can enable a custom field it needs to be created in the [system admin
1. Manage the custom field by clicking on the name.
2. **Select if the custom fields shall be enabled in the project**. If enabled globally in the custom fields settings in the system administration, it will automatically be displayed in all projects.
3. View the work package types for which the custom field is already enabled. Only for the displayed types the custom field will be active. You can add the custom field to additional work package types by [adding them to the respective work package form](../../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-premium-feature).
3. View the work package types for which the custom field is already enabled. Only for the displayed types the custom field will be active. You can add the custom field to additional work package types by [adding them to the respective work package form](../../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on).
4. **Create a new custom field** with the green + Custom field button. You have to be a system administrator in order to create new custom fields.
5. Press the blue **Save** button to confirm your changes.
@ -39,5 +39,5 @@ The search bar of Openproject is configured to allow a full text search. This me
The title and the description of a work package can also be found by [filtering by text](../work-packages/work-package-table-configuration/#filtering-by-text).
Aside from full-text search, you can search work packages based on their attached file name or even within the content of an attachment.
**Note** Full text search is a Enterprise add-on in OpenProject and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
**Note** Full text search is an Enterprise add-on in OpenProject and can only be used with [Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide/) or [Enterprise on-premises](../../enterprise-guide/enterprise-on-premises-guide/). An upgrade from the free Community edition is easily possible.
@ -22,5 +22,5 @@ On the **application start page** (home page) you will get an overview about imp
6. The **latest news block** displays latest news from all your projects. Click on the link of the news to read the details.
7. The **OpenProject Community block** displays links to important community information, such as release notes, forum, or the API documentation.
8. **Administration block** displays links to important system administration resources. Also, the [application security badge](../../system-admin-guide/system-settings/general-settings/) will be displayed when activated.
9. The **Billing block** will be displayed for the [OpenProject Cloud edition](../../enterprise-guide/enterprise-cloud-guide). The **Enterprise edition** block will be displayed for the [OpenProject Enterprise edition](../../enterprise-guide/enterprise-on-premises-guide)). You will get links to the respective section.
9. The **Billing block** will be displayed for the [OpenProject Enterprise cloud](../../enterprise-guide/enterprise-cloud-guide). The **Enterprise edition** block will be displayed for the [OpenProject Enterprise on-premises edition](../../enterprise-guide/enterprise-on-premises-guide)). You will get links to the respective section.
10. At the bottom of the page, you will get links to **user guides, glossary, system shortcuts, and the community forum**.
| [Module overview](#module-overview) | See a list of all existing team planners or create a new one |
| [Team planner basics](#team-planner-basics) | Understanding the basics of how a team planner is organised |
| [Adding team members and work packages](#adding-team-members-and-work-packages) | Add team members and schedule, reschedule and reassign work packages |
| [Work package detail view](#work-package-detail-view) | View or edit a specific work package |
| [Removing a work package](#removing-a-work-package) | Removing (unscheduling) visible work packages |
| [Module overview](#module-overview) | See a list of all existing team planners or create a new one |
| [Team planner basics](#team-planner-basics) | Understanding the basics of how a team planner is organised |
| [Adding team members and work packages](#add-team-members-and-work-packages) | Add team members and schedule, reschedule and reassign work packages |
| [Work package detail view](#work-package-details-view) | View or edit a specific work package |
| [Removing a work package](#remove-a-work-package) | Removing (unscheduling) visible work packages |
@ -10,7 +10,7 @@ keywords: time and costs FAQ, time tracking, time logging, booking costs
## Is there a way to prevent logging hours for Phases (or other work package types)?
It is not possible to prevent time logging on phases or restrict it to certain work package types. You could deactivate the fields "Estimated time" and "Spent time" for type Phase (using the [work package form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-premium-feature)) but it would still be possible to log time for Phases.
It is not possible to prevent time logging on phases or restrict it to certain work package types. You could deactivate the fields "Estimated time" and "Spent time" for type Phase (using the [work package form configuration](../../../system-admin-guide/manage-work-packages/work-package-types/#work-package-form-configuration-enterprise-add-on)) but it would still be possible to log time for Phases.
@ -20,7 +20,7 @@ This integration can be added for example for Google Chrome as [Toggl Track exte
On the cogwheel of the Toggl Track extension you reach the **Settings**, from there chose **Integrations**.
For OpenProject Domains that are located on openproject.com, which is the case for most of the Enterprise Cloud instances, you are able to chose **Openproject - openroject.com** from the list of default integrations.
For OpenProject domains that are located on openproject.com, which is the case for most of the Enterprise cloud instances, you are able to chose **Openproject - openproject.com** from the list of default integrations.
For any other OpenProject Domains you need to exactly add the **Fully Qualified Domain Name** (including subdomain) to the **Custom URLs for Integration** and chose **OpenProject**. For example: community.openproject.org (wildcards are not supported by Toggl Track at the moment of writing)
| [Work packages relations](#work-package-relations) | How can I set a relation between two work packages and which relations can I set? |
| [Display relations in work package list](#display-relations-in-work-package-list-premium-feature) | How can I display the relations between two work packages in the work package list? |
| [Display relations in work package list](#display-relations-in-work-package-list-enterprise-add-on) | How can I display the relations between two work packages in the work package list? |
| [Work package hierarchies](#work-package-hierarchies) | What are work package hierarchies? Learn about parent and children work packages. |
| [Adding a child work package](#adding-a-child-work-package) | What are the possibilities to add children work packages? |
| [Change the parent work package](#change-the-parent-work-package) | How can I change a work package's parent? |
@ -14,7 +14,7 @@ keywords: work packages table configuration, work package list, columns, filter,
| [Filter work packages](#filter-work-packages) | How to filter in the work package table. |
| [Sort the work package list](#sort-the-work-package-list) | How to sort within the work package table. |
| [Display settings](#flat-list-hierarchy-mode-and-group-by) | Get to know the flat list, the hierarchy mode, the group by and the sum feature. |
| [Attribute highlighting (Enterprise add-on)](#attribute-highlighting-premium-feature) | How to highlight certain attributes in the work package table. |
| [Attribute highlighting (Enterprise add-on)](#attribute-highlighting-enterprise-add-on) | How to highlight certain attributes in the work package table. |
| [Save work package views](#save-work-package-views) | How to save a new work package view and how to change existing ones. |
You can configure the work package table view in OpenProject to display the information that you need in the list.
Andrej Sandorf
2 years ago
committed by
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