Glossaire OpenProject

Glossaire d’OpenProject

La gestion de projet est un processus complexe. En même temps, en ce qui concerne les logiciels, il y a beaucoup de mots techniques impliqués. Lorsque ces deux choses se réunissent, cela produit un outil intéressant qui offre une façon complètement nouvelle de faire les choses. Cette nouvelle façon de faire a ses propres termes et concepts. Dans ce glossaire, vous trouverez les termes les plus couramment utilisés dans OpenProject. Chaque terme est défini brièvement et complété par des liens pour obtenir plus d’informations si nécessaire.

A B C D E F G I L M N O P Q R S T U V W É

A

Action personnalisée

A custom action in OpenProject is defined as customizable buttons which trigger a certain action upon work packages. Custom actions are included in the Enterprise edition of OpenProject and part of automated workflows. Custom actions support you to easily update several work package attributes at once – with a single click.

More information on custom actions in OpenProject

Actualités

In OpenProject, News is defined as a module that allows the publication and use of news entries. Sur la page des actualités, vous pouvez voir les dernières actualités d’un projet par ordre chronologique inverse. Communiquez des actualités sur des sujets généraux à tous les membres de l’équipe. They can be displayed on the project overview. Read more about how to work with the News module in OpenProject.

Admin

Dans OpenProject, la personne qui a les droits d’administration sur une instance est appelée administrateur système. Toutes les informations concernant la configuration d’une instance OpenProject sont documentées dans le guide d’administration du système. Veuillez noter qu’un ‘admin’ peut également décrire le rôle d’une personne à l’intérieur d’un projet. Cette personne serait appelée administrateur du projet et a généralement des droits spécifiques au niveau du projet. Un administrateur de projet n’a pas nécessairement les droits d’administration du système.

Alertes de date

Date alerts in OpenProject are an Enterprise add-on and defined as a feature to generate automatic and customized notifications regarding a work package’s due date or start date. You can find the date alerts feature in your notification center, symbolized by a little bell on the right upper side of your instance. Read more about the date alerts feature in our user guide or in this article on deadline management with OpenProject.

Attribut du projet

A project attribute in OpenProject is a custom field that applies to an entire project. It is displayed in the right-hand column on the project overview page and can be divided into sections for a better structure.

Attribut d’aide de texte

OpenProject offre des textes d’aide sur les attributs qui fournissent des informations supplémentaires sur les attributs dans les lots de travail et les projets, y compris les champs personnalisés. Après les avoir configurés dans l’administration, ils s’affichent lorsque les utilisateurs cliquent sur le point d’interrogation situé à côté de l’attribut spécifié pour les projets et les lots de travaux. En savoir plus sur les textes d’aide des attributs dans OpenProject.

Authentification

Dans OpenProject, l’authentification est un élément important pour garantir une utilisation protégée des données. Pour adapter ces paramètres d’authentification, vous devez disposer des droits admin. Naviguez vers votre nom d’utilisateur et sélectionnez -> Administration -> Authentification. Chez OpenProject, nous utilisons OAuth 2.0 car il s’agit de la norme industrielle définitive pour l’autorisation en ligne.

Plus d’informations sur l’authentification dans OpenProject

add-on Enterprise

In OpenProject, some features are defined as an Enterprise add-on. This means, they are not part of the Community edition and therefore not free of charge. Enterprise add-ons are available as cloud or on-premises versions. You can choose from the following plans to get access to all Enterprise add-ons: Basic, Professional, Premium and Corporate. Read more about OpenProject plans and pricing.

B

BIM

BIM stands for Building Information Modeling. Dans OpenProject, nous proposons une version spéciale d’OpenProject pour les utilisateurs travaillant dans le secteur de la construction. En plus des fonctionnalités générales de gestion de projet, OpenProject BIM permet aux équipes de construction de mieux planifier, communiquer et collaborer dans le cadre de leurs projets de construction. Lisez le guide OpenProject BIM pour obtenir plus d’informations.

Backlogs

Backlogs est un module dans OpenProject qui apporte des fonctionnalités qui supportent la méthodologie Scrum dans OpenProject, comme un backlog de produit et des backlogs de sprint, un tableau de tâches, l’estimation des points de récit, un tableau d’évaluation et un wiki Scrum. Afin d’utiliser les backlogs dans OpenProject, le module backlogs doit être activé dans les paramètres du projet par un administrateur de projet. Lisez comment travailler avec les arriérés dans OpenProject.

Base de référence

Baseline (base de référence) est une fonctionnalité d’OpenProject qui permet aux utilisateurs de suivre rapidement les changements sur les vues du tableau des lots de travaux filtrés. Les chefs de projet peuvent utiliser la base de référence pour obtenir une vue d’ensemble rapide de ce qui a changé au fil du temps, ce qui facilite la réalisation de rapports sur l’avancement et le statut d’un projet. En savoir plus sur la Base de référence d’OpenProject.

Bouton de suivi du temps

The time tracking button in OpenProject is a feature to track time spent on work packages in real time. Read more about logging time via the time tracking button in OpenProject.

C

Catégories de lots de travaux

Work package categories are a functionality used to automatically assign a member to a work package by specifying a category. Read more about work package categories in OpenProject.

Champ personnalisé

In OpenProject, a custom field is defined as an additional field which can be added to existing fields. Custom fields can be created for the following resources: work packages, spent time, versions, users, and groups.

Custom fields in OpenProject

More information on custom fields in OpenProject

Classic project management

Classic project management is a structured and sequential approach to project management. It often follows a hierarchical structure with a project manager overseeing team coordination, and is associated with methodologies like Waterfall. OpenProject supports classic project management as well as agile project management, and works best for hybrid project management.

Cloud

OpenProject can be installed either on-premises (available for both OpenProject Community and Enterprise) or in the cloud (Enterprise only). If you choose the cloud hosting, your instance will be hosted and maintained by OpenProject – as software as a service (SaaS).

More information on cloud hosting for OpenProject

D

Diagrammes de Gantt

The Gantt charts module in OpenProject displays the work packages in a timeline. Vous pouvez créer et gérer votre plan de projet de manière collaborative. Have your project timelines available for all team members, and share up-to-date information with stakeholders. Vous pouvez ajouter des dates de début et de fin et les ajuster par glisser-déposer dans le diagramme de Gantt. Vous pouvez également ajouter des dépendances, un prédécesseur ou un suiveur dans le diagramme de Gantt. Read more about how to activate and work with Gantt charts in OpenProject.

Dossier du projet

Project folders help collaborating in the most efficient way. They can be used with OpenProject’s Nextcloud integration or with OpenProject’s OneDrive/SharePoint integration. Read more about project folders in OpenProject.

E

Excel synchronization

Excel synchronization is an integration in OpenProject which allows you to easily import your issues from Excel to OpenProject or upload your work packages into an Excel spreadsheet. See our video tutorials on how to work with the Excel synchronization integration.

F

Feuille de route

In OpenProject, a roadmap is defined as an overview page displaying the versions sorted alphabetically and the work packages assigned to them. The roadmap is displayed in the project navigation when the work package module is activated and a version has been created (project settings).

Filtres

Filters are essential for task and project management in OpenProject. You have several filtering options applicable to a work package table. Filter options can be saved via custom queries. A filtered work packages table view (e.g. only open work packages) can be saved and therefore work as a dashboard.

Flux de travail

A workflow in OpenProject is defined as the allowed transitions between status for a role and a type, i.e. which status changes can a certain role implement depending on the work package type. Workflows can be defined in the admin settings. For example, you might only want developers to be able to set the status “developed”. Read more about work package workflows in OpenProject.

openproject sysadmin edit workflow

Forum

A forum in OpenProject is defined as a module used to display forums and forum messages. The module has to be activated in the project settings by a project admin and a forum has to be created in the forums tab in the project settings to be displayed in the side navigation. Read more about forums in OpenProject.

G

Gestion de projet agile

La gestion de projet agile est une approche itérative et flexible de la gestion de projets. Elle met l’accent sur la collaboration, l’adaptabilité et l’auto-organisation des équipes. OpenProject supporte aussi bien la gestion de projet agile que la gestion de projet classique, et fonctionne mieux en gestion de projet hybride.

Gestion de projet hybride

Hybrid project management is an approach that combines elements of both classic and agile project management methodologies. It allows flexibility and adaptability while still incorporating structured planning and control. OpenProject works best for hybrid project management and also supports classic project management as well as agile project management.

Groupe

A Group in OpenProject is defined as a list of users which can be added as a member to projects with a selected role. Groups can also be assigned to work packages. New groups can be defined in Administration -> Users and permissions -> Groups.

Guide de l’utilisateur

The OpenProject user guide is an in-depth guide of all features in OpenProject. It offers users detailed information about how to use OpenProject’s features, modules, integrations and more. For more technical information on how to configure your OpenProject instance, see our system admin guide.

I

Identifiant de projet

The project identifier is defined as the unique name used to identify and reference projects in the application as well as in the address bar of your browser. Project identifiers can be changed in the project settings.

Integration

In OpenProject, you can choose from several integrations, such as the Excel synchronization or the Nextcloud integration. In contrast to a plugin, an integration refers to cross features between two software products (e.g., OpenProject and Nextcloud), where both pieces of software have code that is responsible for interacting with the other software, through e.g., an API. Whereas a plugin is installed on top of / as part of the OpenProject installation. You’ll need to actively install it. See all available plugins and integrations for OpenProject.

Intégration avec OneDrive/SharePoint

OpenProject offers a OneDrive/SharePoint integration as an Enterprise add-on. It must be setup by an administrator before members can use it. With this integration, users can link files and folders that are stored in OneDrive/SharePoint with work packages in OpenProject. They can also view, open and download files and folders linked to a work package. Read more about OpenProject’s OneDrive/SharePoint integration.

L

L’intégration avec Nextcloud

OpenProject offers a Nextcloud integration which allows you to manage files in a secure and easy way, e.g. to link files or folders in Nextcloud or upload files to Nextcloud on work packages. You find the Nextcloud integration in the Files tab of your work package, if you have activated the Nextcloud integration for your instance. Get access to the OpenProject-Nextcloud integration by downloading and activating it in the built-in Nextcloud app store within your Nextcloud instance. Read more about the Nextcloud integration of OpenProject.

Liste des projets

In OpenProject, project lists are very useful for project portfolio managers to get an overview of all their projects on the instance. Access your project lists on OpenProject by either navigating to the “select a project” menu and clicking on the “Project list” button, or via the Global modules. Read more about project lists OpenProject.

Lot de travaux

In OpenProject, a work package is defined as an item in a project. It is a subset of a project that can be assigned to users for execution, such as Tasks, Bugs, User Stories, Milestones, and more. Work packages have a type, an ID and a subject and may have additional attributes, such as assignee, responsible, story points or version. Work packages are displayed in a project timeline (unless they are filtered out in the timeline configuration) - either as a milestone or as a phase. In order to use the work packages, the work package module has to be activated in the project settings by a project admin.

A work package in OpenProject

More information on work packages in OpenProject

M

Ma page

The My Page in OpenProject is defined as your personal dashboard with important overarching project information, such as work package reports, news, spent time, or a calendar. Elle peut être configurée en fonction de vos besoins spécifiques. Read more about the My Page in OpenProject.

Membre

In OpenProject Software, a member is defined as a single person in a project. Project members are added in the Members module in the project menu.

Mode contraste élevé

OpenProject offers a high contrast mode to make it easier for visually impaired people to use the software. This mode can be selected in the personal account settings and will only affect the individual user’s experience.

Module

A module in OpenProject is defined as an independent unit of functionality that can be used to extend and improve the existing core functions. A project admin can activate and de-activate modules in the project settings. Some examples for modules in OpenProject are: Forums, Time and costs, Wiki or the Work packages module. See our user guide for more information on all modules in OpenProject.

Modules globaux

In OpenProject, global modules are defined as a menu to access all modules for all your projects. With global modules you can easily see all your project-overarching information at one place, e.g. for work packages, boards, calendars or meetings. To access the Global modules side menu, simply navigate to your home page by clicking on the logo in the header, or use the grid icon in the top right corner. Read more about global modules in OpenProject.

N

The project navigation is the side navigation within a project. Entries in the project navigation can be added and removed by activating and deactivating modules in the project settings.

Notifications

In OpenProject, you get in-app notifications about important changes that are relevant to you – for example new comments that mention you, updates to status, type or dates or new assignments. This feature is enabled by default and can be used as an addition or an alternative to email notifications. Pour afficher les notifications, cliquez sur l’icône en forme de cloche en haut à droite de l’en-tête. The bell icon will be displayed with a red badge if there are new notifications for you. Read more about notifications in OpenProject.

O

OAuth

OAuth is an open authorization standard. It allows you to access certain information or resources on behalf of a user without accessing their username and password on each individual service. OpenProject acts as an OAuth provider, allowing you to optionally grant permissions to access your data to authorized third-party applications or services. Read more about OAuth applications in OpenProject.

P

Page d’accueil

In the OpenProject application, the home page is defined as a start page for your instance, where you get an overview about important information. From the home page you can access all global modules of OpenProject. To get to the OpenProject application home page, click on the logo in the header of the application. Read more about the OpenProject application home page

Paramètres du projet

Project settings means project-specific setting configuration. The project settings contain general settings (e.g. the name and project identifier), configuration of modules, work package categories and types, custom fields, version settings, time tracking activities, required disk storage, file storages and Backlogs settings (if plugin is installed). Read more about project settings in OpenProject.

Partager des lots de travaux

OpenProject offers the possibility to share work packages with external groups or users that are not members of the project. This feature is an Enterprise add-on. Every user with whom a work package is shared must either already be a user of the instance or be newly created. The latter requires special rights. Read more about OpenProject’s feature to share work packages with project non-members.

Phase

A phase in OpenProject is defined as a work package type, which usually includes several work packages of types like task or feature. For example, typical phases for a construction repair project would be the following: Project definition, detailed Design & Tender, Construction and Post project.

Planificateur d’équipe

The team planner in OpenProject is defined as a module (Enterprise add-on) that helps you get a complete overview of what each member of your team is working on – in different timeframes. You can use it to track the current progress of work packages your team is working on, schedule new tasks, reschedule them or even reassign them to different members. Read more about the OpenProject team planner.

Plugin

In OpenProject, you can choose from several plugins or integrations, or add your own plugins to the Community. In contrast to an integration, a plugin is installed on top of / as part of the OpenProject installation. As an open source software, OpenProject is open to Community-created plugins. Please note that we do not guarantee error-free and seamless use of those plugins.

Your activated plugins are listed together with your modules in your instance under –> Administration –> Plugins.

More information on plugins in OpenProject

Primer design system

OpenProject started adopting Github’s Primer Design System in 2023. New features will be developed using Primer and existing features will will be gradually revised. Relevant reusable components from Primer as well as common patterns and compositions of these components will be documented in our Lookbook. Read more about OpenProject’s decision to use Primer.

Projet

In OpenProject, a project is defined as an individual or collaborative enterprise that is carefully planned to achieve a particular aim. Projects are the central organizational unit in OpenProject. Vos projets peuvent être disponibles publiquement ou en interne. OpenProject does not limit the number of projects, neither in the Community edition nor in the Enterprise cloud or in Enterprise on-premises edition. If you have more than one project in your instance, projects build a structure in OpenProject. Vous pouvez avoir des projets parents et des sous-projets. For example, a project can represent

  • an organizational unit of a company,
  • an overarching team working on one topic or
  • separate products or customers.

Projet public

In OpenProject, projects can be private or public. Public means that the project is visible to any user, regardless of project membership. The visibility of a project can be changed in the project settings. Read how to set a project to public in OpenProject.

Q

Quick context menu

The quick context menu in OpenProject opens when you open a work package table and then right-click on a single work package. It allows you to perform quick actions like open details view, copy link to clipboard or create new child. Please note that the quick context menu differs depending on whether you are in the Gantt charts module or not.

R

RICE score

In product management, the RICE score indicates the level of prioritization of a single element, e.g. a feature. With the RICE scoring model, you evaluate and compare requirements with each other to decide which products or features to prioritize on the roadmap – in an as objective manner as possible. The formula for the RICE score is the following: Reach x Impact x Confidence / Effort

Requête personnalisée

A custom query in OpenProject consists of saved filters, sort criteria, and groupings in the work package table. Custom queries can be either set to public (visible by any user who is allowed to see the project and the work package table) or to private (visible only to the person creating the query). For example, filter all work packages assigned to yourself and save this view as “assigned to me”, to quickly navigate to those work packages.

Réunions

In OpenProject Software, Meetings is defined as a module that allows the organization of meetings. The module has to be activated in the project settings by a project admin in order to be displayed in the side navigation. You can choose between classic meetings and dynamic meetings. Please note that only dynamic meetings will remain available in the long term. See our user guide for more information on Meeting management in OpenProject.

Rôle

In OpenProject, a role is defined as a set of permissions defined by a unique name. Project members are assigned to a project by specifying a user’s, group’s or placeholder user’s name and the role(s) they should assume in the project.

S

Statut du projet

The project status in OpenProject is defined as an information for yourself and the team if the project is on track – to then being able to quickly act in case it is off track. Read more about the project status in OpenProject.

Stockage de fichiers

File storages can be configured in the System Administration and then be selected in the project settings. OpenProject offers a Nextcloud integration to support file storage. More information on file storage with the Nextcloud integration.

Story points

Story points is a term known in Scrum. They are defined as numbers assigned to a work package used to estimate (relatively) the size of the work. In OpenProject, you can add story points to work packages. Read how to work with story points in OpenProject.

Sur site

OpenProject on-premises is a self-hosted version of OpenProject. As opposed to the Cloud version, you install, run and maintain the hardware locally and manage the software application there. The on-premises Community Edition is free of charge.

More information on OpenProject on-premises

T

Tableau

A board in OpenProject is a view that allows you to see your work packages as cards divided into columns. A board is a typical element in agile project management, supporting methodologies such as Scrum or Kanban. As a Community user of OpenProject, you can use a basic board. Advanced action boards are part of the Enterprise add-on. Use advanced action boards to quickly change attributes of your work package. Read more about boards for agile project management

More information on boards in OpenProject

Tableau de bord

A dashboard is defined as an overview page in a software. In OpenProject, you have several options to create dashboards:

  1. You have the My Page, which shows your personal customized widgets on one page, for example a calendar or work package reports.

  2. You have the project overview dashboard, which gives you an overview of your project. Please note that only project admins can add and remove widgets to the project overview.

In addition to those overview dashboard options, you can create a custom query to save a filtered work package view, which might serve you as kind of a dashboard as well.

Template du projet

A project template in OpenProject is defined as a dummy project to copy and adjust as often as you want. Project templates can be used for several projects that are similar in structure and members. La création de modèles de projets peut permettre de gagner du temps lors de la création de nouveaux projets. Read more about project templates in OpenProject in our user guide, and see this blog article to learn how to work with project templates.

Temps et coûts

Time and costs in OpenProject is defined as a module which allows users to log time on work packages, track costs and create time and cost reports. Once the time and costs module is activated by a project admin, time and unit cost can be logged via the action menu of a work package. Logged time and costs can be searched for, aggregated and reported using the Cost reports menu item. Read more about the time and costs module in OpenProject.

Types de lots de travaux

Work package types are the different items a work package can represent. Each work package is associated to exactly one type. Examples for most used work package types are a Task, a Milestone, a Phase or a Bug. The work package types can be customized in the system administration. Read more about work package types in OpenProject.

U

Utilisateur

In OpenProject, a user is defined as a person who uses OpenProject, described by an identifier. New users can be created in the admin settings. Users can become project members by either assigning them a role and adding them via the project settings. Or by adding them to a project by the system admin at: Administration –> Users and permissions –> Users. Then clicking on the username and navigating to the tab “Projects”.

V

Versions

Versions in OpenProject are defined as an attribute for work packages or in the Backlogs module. Versions will be displayed in the Roadmap. In the Enterprise edition, you can also create a version board to get an overview of the progress of your versions. Read more about how to manage versions in OpenProject.

Vue d’ensemble du projet

In OpenProject, the project overview is defined as a single dashboard page where all important information of a selected project can be displayed. L’idée est de proposer un dépôt central d’informations pour l’ensemble de l’équipe de projet. Project information is added to the dashboard as widgets. Open the project overview by navigating to “Overview” in the project menu on the left. Read more about the project overview in OpenProject.

W

Widget

A widget in OpenProject is defined as a small and customizable element that provides relevant information at a glance. Use widgets on your My Page dashboard or on the project overview. See all available project overview widgets and read how to add a widget to the project overview.

Wiki

In OpenProject, a wiki is defined as a module that allows to use wiki pages. In order to use the wiki module, it has to be activated in the project settings by a project admin. Read more about wikis in OpenProject.

A wiki module in OpenProject

Work package ID

Work package ID is defined as a unique ascending number assigned to a newly created work package. Les identifiants des lots de travaux ne peuvent pas être modifiés et sont numérotés sur tous les projets d’une instance OpenProject (donc, par conséquent, la numérotation dans un projet ne peut pas être séquentielle).

Work package table

The work package table in OpenProject is defined as the overview of all work packages in a project, together with their attributes in the columns. A synonym for work package table is the term “work package list”. Read how to configure a work package table.

Un tableau des lots de travail dans OpenProject

Work package view

Une liste de lots de travaux est considérée comme une vue. Le contenu des lots de travaux dans n’importe quelle vue peut être affiché de différentes façons. Examples for most used work package views are the table view, the full screen view or the split screen view. You can also display work packages in a card view and use them in a board to use agile methods. Read more about work package views in OpenProject.

Work, Remaining Work and % Complete

In OpenProject, ‘Work’ refers to a work package attribute indicating the estimated hours needed to complete a task.
Remaining work’ is a work package attribute that shows how much work is left to finish the work package. It is automatically calculated if you work with status-based progress reporting. And ‘% Complete’ is an automatically calculated work package attribute that shows in percentage how much work is already completed. All three attributes are important for progress reporting with OpenProject.

To make it easier for project managers to work with work package hierarchies, OpenProject also displays a value (in blue) for the total amount of work in the Work field for parent work packages – next to the value for the dedicated work package. This total work value is the sum of the work value of the parent work package and all the work values of its children. The same principle applies to the work package attribute Remaining Work. Read in our user guide about how to configure a work package

É

Énumérations

Enumerations in OpenProject is defined as a menu item in the admin settings that allows the configuration of Activities (for time tracking), project status and work package priorities. Read more about enumerations in OpenProject.

édition Community

Community edition is defined as the main and free-of-charge edition of OpenProject software. It is installed on-premises and therefore self-managed. Benefit from a wide range of features and data sovereignty in a free and open source project management software. The Community edition is actively maintained and is continuously being further developed. Read more about OpenProject Community edition.