Note: In order to be able to access the administration panel and create a new project you need to be a system admin.You can find the list of all existing projects under Administration -> Projects.
- Filter and search projects. In general you will automatically see the list of all the active projects. You can find the archived projects by selecting “All” from the “Status” dropdown filters list. Type in the search criteria in the search field and click Apply to yield search results.
- Edit projects. To edit a project, you can access the project settings by clicking on the project name.
- Archive projects.
- Copy projects. See here how to copy an existing project. Please note that the delayed job must be activated for the project to be copied.
- Delete projects.
Create a new project
To create a new project, click the “+ Project” button on the right side or select “+ Project” from the Projects
A configuration dialogue will open where you can name and configure the project. By default only the name can be set. Clicking “Advanced settings” reveals additional settings.
- Project name. This is the field to enter the project name.
- Subproject. This dropdown menu lists all the projects for you to select from, if you want to set a new project as a subproject for an existing one.
- Description. You can describe the project in more detail here. This description will appear on the overview page of this specific project (Project Overview Page).
- Identifier. A project identifier is used to uniquely identify a project. It needs to be clear and possibly not too long, as it will become a part of the project URL. Project identifiers are unique: They same project identifier can only be used once at the same time.
- Project type. Here you can select the project type. Project types are for example relevant for complex project timelines, if you want to create a reporting relationship between projects.
- Public. If you check the Public checkbox, the project (including all of the project information) will be visible to some users, even if they are not project members, depending on the roles permissions. The permissions of users who are not logged in are usually determined via the role “Anonymous” while the permissions of users who are registered but are not project members in the public project are determined by the role “Non member”.
- Don’t forget to Create the project.