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192 lines
8.9 KiB
192 lines
8.9 KiB
---
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sidebar_navigation:
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title: Manage projects
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priority: 600
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description: Manage projects in OpenProject.
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robots: index, follow
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keywords: projects
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---
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# Manage projects
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In OpenProject you can create projects to collaborate with your team members, track issues, document and share information with stakeholders, organize things. A project is a way to structure and organize your work in OpenProject.
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Your projects can be available publicly or internally. OpenProject does not limit the number of projects, neither in the Community nor in the Cloud or Enterprise Edition.
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| Feature | Documentation for |
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| ------------------------------------------------------------ | ------------------------------------------------------------ |
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| [Select a project](../../getting-started/projects/) | Open a project which you want to work at. |
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| [Create a new project](../../getting-started/projects/#create-a-new-project) | Find out how to create a new project in OpenProject. |
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| [Project structure](#project-structure) | Find out how to set up a project structure. |
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| [Project settings](#project-settings) | Configure further settings for your projects, such as description, project hierarchy structure, or setting it to public. |
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| [Change the project hierarchy](#change-the-project-hierarchy) | You can change the hierarchy by selecting the parent parent (subproject of). |
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| [Set a project to public](#set-a-project-to-public) | Set a project to public to have it accessible without signing-in. |
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| [Copy a project](#copy-a-project) | Copy an existing project. |
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| [Archive a project](#archive-a-project) | Find out how to archive completed projects. |
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| [Delete a project](#delete-a-project) | How to delete a project? |
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| [View all projects](#view-all-projects) | Get an overview of all your projects in the project overview list. |
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| [Create a project template](#create-a-project-template) | You can create a project template and use it for future projects. |
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| [Project overarching reports](#project-overarching-reports) | How to create project overarching reports accross multiple projects? |
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## Select a project
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Find out in our Getting started guide [how to open an existing project](../../getting-started/projects/) in OpenProject.
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## Create a new project
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Find out in our Getting started guide how to [create a new project](../../getting-started/projects/#create-a-new-project) in OpenProject.
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## Create subproject
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To create a subproject for an existing project, navigate to the [project settings](#project-settings) -> *Information* and click on the green + Subproject button.
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Follow the instructions to [create a new project](../../getting-started/projects/#create-a-new-project).
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## Project structure
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Projects build a structure in OpenProject. You can have parent projects and sub-projects. A project can represent an organizational unit of a company, e.g. to have issues separated:
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* Company (Parent project)
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* Marketing (Sub-project)
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* Sales
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* HR
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* IT
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* ...
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Also, projects can be for overarching teams working on one topic:
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* Launch a new product
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* Design
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* Development
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* ...
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Or, a project can be to separate products or customers.
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* Product A
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* Customer A
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* Customer B
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* Customer C
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OpenProject, for example, uses the projects to structured the different modules/plugin development:
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<div class="alert alert-info" role="alert">
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**Note**: You have to be a [member](../members/#add-members) of a project in order to see the project and to work in a project.
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</div>
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## Project Settings
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You can specify further advanced settings for your project. Navigate to your project settings by [selecting a project](#select-a-project), and click -> *Project settings* -> *Information*.
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- You can define whether the project should have a parent by selecting **Subproject of**. This way, you can [change the project hierarchy](#change-the-project-hierarchy).
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- Enter a detailed description for your project.
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- You see the default project **Identifier**. The identifier will be shown in the URL.
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<div class="alert alert-info" role="alert">
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**Note**: The Identifier cannot be changed later after creating the project.
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</div>
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- You can set a project to **Public**. This means it can be accessed without signing in to OpenProject.
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- Click the blue **Create** button in order to save your new project. Or click the blue **Save** button to save your changes.
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Find out more detailed information about the [Project settings](project-settings).
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### Change the project hierarchy
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To change the project's hierarchy, navigate to the [project settings](project-settings) -> *Information* and change the **Subproject of** field.
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Press the blue **Save** button to apply your changes.
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### Set a project to public
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If you want to set a project to public, you can do so by selecting the option in the [project settings](project-settings).
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### Copy a project
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You can copy an existing project by navigating to the [project settings](project-settings) and click **Copy project** from the upper right of the project settings (next to the green +Subproject button).
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Give the new project a name. Select which modules and settings you want to copy and whether or not you want to notify users via email during copying.
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Then click the blue **Copy** button.
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### Archive a project
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In order to archive a project, navigate to the [project settings](project-settings), and click the **Archive project** button.
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Then, the project cannot be selected from the project selection anymore. It is still available in the **View all projects** dashboard if you expand the filter and select the Archived projects.
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### Delete a project
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If you want to delete a project, navigate to the [project settings](project-settings). Click the button **Delete project** on the top right of the page.
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Also, you can delete a project via the [projects overview](#view-all-projects).
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## View all projects
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To get an overview of all your projects, select the **View all projects** option from the Select a project menu in the top left header navigation.
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You will then get a list of all your projects in OpenProject.
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With the **three dots** icon at the right in the list you can open further features, such as creating a new subproject, [project settings](project-settings), [archive a project](#archive-a-project), [copy](#copy-a-project) and [delete a project](#delte-a-project).
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In the view all projects overview list you can also create a multi project status dashboard if you include [project custom fields](../../system-admin-guide/custom-fields/custom-fields-projects/), such as Status, Status description, Accountable, Project duration, and more.
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## Create a project template
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You can create a project template in OpenProject by [creating a new project](../../getting-started/#create-a-project) and configure your project to your needs. Name the project so you can identify it as a template, e.g. Project template.
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Set up everything that you want to have available for next projects.
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- Adding project members.
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- Selecting the modules.
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- Setting up a default project structure in the Gantt chart.
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- Creating your work package templates.
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- ...
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[Copy the project](#copy-a-project) template if you want to start a new project and give the project a new name.
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## Project overarching reports
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Often you need to see more than one project in your lists and want to create project overarching reports.
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Click on the **Modules** icon with the dots in the header navigation. These are the project overarching modules in OpenProject.
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Select Work packages from the drop down menu. Now, you will see all work packages in the projects where you have the required [permissions](../..//system-admin-guide/users-permissions/roles-permissions/).
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You can group by project by clicking in the header of the work package list next to project and select Group by.
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In the project overarching list, you can search, filter, group by, sort, highlight and save views the same way as in the project specific work package list.
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