@ -42,5 +42,5 @@ To upgrade your Community installation, navigate to your system -> Administratio
### Do you have a reseller program for OpenProject?
We provide a [reseller program](https://www.openproject.org/reseller-program/) exclusively for the OpenProject Enterprise Edition (currently not for the Cloud Edition) and offer a 25% discount on the regular prices as a part of this. Once you purchased the first Enterprise Edition license for a client, you receive an Enterprise Edition 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 if you have a particular customer request that we can send you a quote for.
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.
- You can either create a completely new project, create a subproject of an existing project or create a (sub)project from a template. For the latter option, choose a template using the drop-down menu.
- You can either create a completely new project, create a subproject of an existing project or create a (sub)project from a template. For the latter option, choose a [template](../../user-guide/projects/#create-a-project-template) using the drop-down menu.
- Enter a **name** for your project and click the blue **Create** button.
- The **Advanced Settings** allow for further configuration, e.g. description, URL, etc.
@ -27,7 +27,7 @@ Click on one of the categories in order to proceed with the configuration.
| [Users and permissions](./users-permissions) | How to manage users, groups and permissions in OpenProject? |
| [Work packages](./manage-work-packages) | How to configure work packages, types, status and workflows? |
| [Custom fields](./custom-fields) | Set custom fields for work packages, Spent time, projects, versions, users, groups and more. |
| [Attribute help texts](/attribute-help-texts) | Add help texts to explain custom fields in projects and work packages. |
| [Attribute help texts](/attribute-help-texts) | Add help texts to explain attributes (including custom fields) in projects and work packages. |
| [Enumerations](./enumerations) | Set enumerations, e.g. work package priorities, time tracking activities, document categories, and more. |
| [System settings](./system-settings) | Configure your system settings, e.g. a welcome text block on the landing page, display settings, repositories, and more. |
| [Email](./email) | Configure email settings in OpenProject. How to configure email notifications and your email provider? How to set up incoming email? |
The new Boards are tightly integrated with all other project management functionalities in OpenProject, i.e. [work packages](#work-pages) or [Gantt charts](#gantt-charts). This makes it so easy and practical to include the Boards in your daily project management routines and to gain a much quicker overview of important topics in your project.
@ -41,7 +39,7 @@ The new Boards are tightly integrated with all other project management function
## Create a new Board
You can create as many Agile Boards in a project as you need and configure them to your needs. First, you need to create a new Boards view.
You can create as many Agile boards in a project as you need and configure them to your needs. First, you need to create a new Boards view.
If you haven't done so yet, [activate the Boards module](../projects/project-settings/modules) within your project. Also, we recommend to verify [Roles and Permissions](../../system-admin-guide/users-permissions/roles-permissions/) within your system's Administration.
Click on the green **+Board** button to create a new Board view.
@ -50,7 +48,7 @@ Click on the green **+Board** button to create a new Board view.
## Choose between board types
Next, you need to choose which kind of Agile Board you want to create.
Next, you need to choose which kind of Agile board you want to create.
#### Basic board
You can freely create lists, name them and order your work packages within. If you move work packages between the lists, there will be **NO changes** to the work package itself. This allows you to create flexible boards for any kind of activity you would like to track, e.g. Management of Ideas.
@ -63,7 +61,7 @@ After [adding lists to your board](#add-lists-to-your-board) they will automatic
There are several **types of Action boards** available:
**Status board:** Each list represents a status. That means that e.g. all work packages with the status new will be automatically displayed in the column "New".
**Status board:** Each list represents a status. That means that e.g. all work packages with the status "New" will be automatically displayed in the column "New".
When creating a new Status board a list with all work packages in the default status (usually this is the status "New") will be added automatically, while additional lists need to be added manually.
Please note: You can't move work packages from or to every status. Please find out more about the workflow logics restricting this here: [Allowed transitions between status](../../system-admin-guide/manage-work-packages/work-package-workflows/)
@ -180,7 +178,7 @@ Freely create any kind of list you need to organize your team in OpenProject. If
**Status board**
The Status Action board is probably the most used agile board. Start with the three basic status “new”, “in progress” and “closed” and see what status you might need according to your way of working. With a status action board, you can implement the KANBAN principle, continuously improving the flow of work.
The Status Action board is probably the most used Agile board. Start with the three basic status “new”, “in progress” and “closed” and see what status you might need according to your way of working. With a status action board, you can implement the KANBAN principle, continuously improving the flow of work.
If you would for example like to map your order process in a board, you can use the status board to pass the tickets through the status. From an incoming order (new), to when it is being handled (in progress) to when it is done (closed). Accompanying work packages to the actual order process would also be shown in this board to give a good overview, e.g. adding a new payment option. Different people from different departments can work together and are up to date on where every work package stands without having to ask.
@ -44,11 +44,7 @@ You can add a subject and make changes to type, status or more fields.
In the **Gantt chart** you can schedule the work package with drag and drop and change the duration.
### How to change the order of an item in the Gantt chart?
Click the **drag and drop** icon (6 dots) at the left hand side of the work package row. Drag the item to the new position. The blue line indicates the new position to drop the element.
To **change the order of an item** in the Gantt chart, click the **drag and drop** icon (6 dots) at the left hand side of the work package row. Drag the item to the new position. The blue horizontal line indicates the new position to drop the element.
@ -86,8 +82,6 @@ To find out about **how work packages behave**, when you move their predecessor
## Gantt chart configuration
To open the Gantt chart configuration, please open the **settings** icon with the three dots on the upper right of the work package module.
@ -131,9 +125,9 @@ Press the **Print** button.
For other browsers, please simply follow the browser's printing instruction to optimize results.
## Synchronize data from OpenProject to Excel
## Synchronize data between OpenProject and Excel
You can synchronize your work packages data from OpenProject to Excel (and even convert from or to MS Project). You need to download an OpenProject plugin.
You can synchronize your work package data between OpenProject and Excel (two-way synchronization). By extension you could import MS Project files – by saving them as Excel files and importing them into OpenProject. You can download a free Excel synchronization template to do this.
Follow our [Step by step guide how to synchronize your Excel Sheet with OpenProject](../integrations/Excel Synchronization).
To schedule the work packages in the Gantt chart there is a **automatic scheduling mode (default)** and a **manual scheduling mode** (new in [release 11.0](../../../release-notes/11-0-0)). To add dependencies between work packages you can set them as predecessor or follower in the Gantt chart. The automatic and manual scheduling modes influence the work packages' behaviour when changing dates of other related work packages.
To schedule work packages in the Gantt chart there is an **automatic scheduling mode (default)** and a **manual scheduling mode** (new in [release 11.0](../../../release-notes/11-0-0)). To add dependencies between work packages you can set them as predecessor or follower in the Gantt chart. The automatic and manual scheduling modes influence the work packages' behaviour when changing dates of other related work packages.
</div>
@ -26,21 +27,23 @@ To schedule the work packages in the Gantt chart there is a **automatic scheduli
## Automatic scheduling mode
When [setting a dependency](../#relations-in-the-gantt-chart) between two work packages the **automatic scheduling mode** is set as default. This means:
The automatic scheduling mode is generally set as **the default mode** for new work packages. For [dependencies](../#relations-in-the-gantt-chart) between two work packages this means:
- A work packages start date is automatically determined by the start date of its earliest starting child.
- A work packages finish date is automatically determined by the finish date of its latest ending child.
- When you move a work package past the set start date of its follower, the followers start date will be adjusted to its predecessors finish date. This is not the case the other way round.
Example: Work package 1 ends on October 5th. Its follower work package 2 starts on October 13th. Now work package one gets delayed by ten days, you have to adjust the planning. When you the finish date of work package 1 to October 15th, the start date of work package 2 will automatically be set to October 16th.
- A work package's start date is automatically determined by the start date of its earliest starting child.
- A work package's finish date is automatically determined by the finish date of its latest ending child.
- When you move a work package past the set start date of its follower, the followers start date will be adjusted to its predecessor's finish date. This is not the case the other way round.
Example: Work package 1 ends on October 5th. Its follower work package 2 starts on October 13th. Now work package 1 gets delayed by ten days, you have to adjust the planning. When you set the finish date of work package 1 to October 15th, the start date of work package 2 will automatically be set to October 16th.
- You can't change the dates of a work package with children (if it's in automatic scheduling mode).
## Manual scheduling mode
Changing to the manual scheduling mode makes sense if
The manual scheduling mode is **mostly used when creating a top-down project plan** (by defining the main phases first). You can then add child work packages without affecting the original (high-level) project schedule.
Changing to the **manual scheduling mode makes sense if**
- you want to set a parent work packages date independently from the dates of its children, or
- you don't want a parent work packages dates being updated automatically when changing the childrens dates, or
- you don't want a follower's start date be automatically updated when you change the predecessors finish date
- you want to set a parent work package's date independently from the dates of its children, or
- you don't want a parent work package's dates being updated automatically when changing the children's dates, or
- you don't want a follower's start date be automatically updated when you change the predecessor's finish date
@ -15,19 +15,20 @@ Manage your project information in the Project settings: select a project and op
You will have the following options in the project settings.
1. Set a **name for your project**. The name will be displayed in the project list.
2. Set **custom fields**, e.g. Project ID, Project accountable, etc. (if activated in the -> *Administration* -> *Custom fields* -> within the custom fields for projects).
2. Set **custom fields**, e.g. Responsible Department, Risk assessment, Project ID, Project accountable, etc. (if activated in the -> *Administration* -> *Custom fields* -> within the custom fields for projects).
3. Select the **parent project**.
4. Add a project **description**.
5. Display or edit the **project identifier**. This is the part of the project name shown in the URL, e.g. /demo-project.
6. The a project to **public**. This ways users will be able to access the project without logging in.
7. Set a **project status**. The project status can be displayed in the [project overview](../../../project-overview).
8. Ad a **project status description**. The status description will be shown on the [project overview](../../../project-overview) page.
8. Add a **project status description**. The status description will be shown on the [project overview](../../../project-overview) page.
9. Display the required disk storage information.
10. **Save** your changes.
11. **Create a new subproject** for this project with the green **+ Subproject** button.
12. **Copy the project**. When [copying a project](../../#copy-a-project) you can choose which modules you will copy.
12. **Copy the project**. When [copying a project](../../#copy-a-project) you can choose which modules you'd like to copy.
13. **Archive a project**. This way the [archived project](../../#archive-a-project) will not appear in the project selection anymore and cannot be accessed by team members. You can view archived projects in the view all projects list.
14. **Set as template** or **Remove from templates**. By [setting a project as template](../../#create-a-project-template) it can be copied multiple times to create similar projects.
15. **Delete a project**. By [deleting a project](../../#delete-a-project) the whole project with all included information will be removed.
ML-OpenP
4 years ago
