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Career

Join our team We are searching for excellent people who are passionate about open source and would like to be engaged in OpenProject. What can you expect You will be developing features and plugins with high visibility as part of a rapidly growing, international community, governed by the OpenProject Foundation, in a young and dynamic company in central Berlin (and around the globe). As part of the OpenProject team you can expect the following: Participation in exciting open source project wit [...]

What our users say

See what other users say We were looking for a project collaboration tool to connect project teams from different locations, also supporting our scrum teams. OpenProject best fit our needs.Sven Hinderlich , Deutsche Telekom AG As one of the partners of Open IT Berlin - an action field of the Berliner cluster ICT, media and creative industries to support the development and implementation of information technology and new media in Berlin - OpenProject was chosen to support and coo [...]

Supporting Open Source

Proud to support open source Supporting Open Source: OpenProject is proud to support other open source projects and non-profit organizations by providing free OpenProject hosting. Read about the success stories how OpenProject supports these projects. Success stories Climate Connected Benefit Society, which implements impressive projects in fields of environment and education. One of the projects is focuses at building study huts (flat-packed micro-schools) in south Malawi after the area suffer [...]

Best Redmine Alternative

OpenProject as best Redmine alternative Redmine is an established player in the open source project management space. The tool offers a large number of features and plugins. Redmine is mainly used for software development projects and supports issue tracking, roadmaps and source code management integration. Additional plugins are available for agile and scrum and for additional functionality such as meetings. Lets take a look at why OpenProject is the best Redmine alternative. On the downs [...]

Best Asana Alternative

OpenProject as best Asana alternative Asana is a popular project management application which is rapidly growing in popularity. It has a clean interface, provides basic task and issue management and offers many integrations to other services. Lets take a look at why OpenProject is the best Asana alternative. OpenProject and Asana both offer classical task management features. However, OpenProject also allows release management through product roadmaps. Additionally, OpenProject makes com [...]

Best Jira Alternative

OpenProject as Jira alternative Jira is an established player in the issue tracking and project management space. First released by Atlassian in 2002, the application offers a large number of features and plugins. Jira targets software development projects. Lets take a look at why OpenProject is the best Jira alternative. Jira is a proprietary software. Therefore, users run the risk of depending solely on the vendor to make code adjustments / implementing feature requests. Additionally [...]

Best Trello Alternative

OpenProject as Trello alternative Trello is a hugely popular, very intuitive project management and issue tracking software with millions of users worldwide. Its easy-to-use Kanban-style approach separates it from many other tools. Lets take a look at why OpenProject is the best Trello alternative. OpenProject and Trello both offer classical task management features. However, OpenProject also allows release management through product roadmaps. Additionally, OpenProject makes communication [...]

Best Mantis Alternative

OpenProject as Mantis alternative Mantis is a popular open source web-based bug tracking system. It provides an easy way to create, track and resolve bugs and issues. Lets take a look at why OpenProject is the best Mantis alternative. OpenProject and Mantis both offer classical issue tracking features. However, OpenProject also allows release management through product roadmaps. Additionally, with OpenProject communication is easy: You can organize meetings directly within OpenProject and [...]

Best Bugzilla Alternative

OpenProject as Bugzilla alternative Bugzilla is a quite popular bug tracking and software development tool which has been around for 18 years. It offers features such as bug tracking, time tracking, custom fields and custom workflows. Lets take a look at why OpenProject is the best Bugzilla alternative. OpenProject and Bugzilla both offer classical issue tracking features. However, OpenProject also allows release management through product roadmaps. Additionally, with OpenProject communica [...]

Best Trac Alternative

OpenProject as Trac alternative Trac is an open source, web-based project management and bug tracking system. It offers issue tracking, version control and wiki pages. Lets take a look at why OpenProject is the best Trac alternative. OpenProject and Trac both offer classical issue tracking features. However, OpenProject also allows release management through product roadmaps. Additionally, with OpenProject communication is easy: You can organize meetings directly within OpenProject and man [...]

Best Wunderlist Alternative

OpenProject as Wunderlist alternative Wunderlist is a web and mobile based todo list and task management software, one of the most popular in its category. Lets take a look at why OpenProject is the best Wunderlist alternative. OpenProject and Wunderlist both offer classical project management features. However, OpenProject also allows release management through product roadmaps. Reviews for Wunderlist are overwhelmingly positive, at least as far as solo use is concerned. Wunderlist is ava [...]

Best ProjectLibre Alternative

OpenProject as ProjectLibre alternative ProjectLibre is an open source project management software which is a fork of OpenProj (which hasn't been updated since 2008). ProjectLibre provides Gantt and PERT charts, as well as Earned value costing and positions itself as a free alternative to MS Project. With over a million downloads ProjectLibre is quite popular. Lets take a look at why OpenProject is the best ProjectLibre alternative. OpenProject and ProjectLibre both offer Gantt charts for [...]

Best MS Project Alternative

OpenProject as MS Project alternative MS Project is the default project management / project planning software in many companies. Learn why OpenProject is the best online MS Project alternative. Looking for a web-based collaborative project management alternative that can be synchronized with Microsoft Project and is also open source? Consider OpenProject. OpenProject offers Gantt charts, task and issue management, time tracking, meeting scheduling, agile support and much more. Use the TaskCon [...]

Best Basecamp Alternative

OpenProject as Basecamp alternative Basecamp is one of the most popular web-based project management solutions. It supports to-do lists, message boards, document management, schedules and activities. Basecamp focuses strongly on ease of use to flatten the learning curve for new and existing users. Lets take a look at why OpenProject is the best Basecamp alternative. OpenProject and Basecamp both offer classical project management features. However, OpenProject also allows release managemen [...]

Best Todoist Alternative

OpenProject as Todoist alternative Todoist is a web and mobile based todo list and task management software, one of the most popular in its category. Lets take a look at why OpenProject is the best Todoist alternative. Reviews for Todoist are overwhelmingly positive, at least as far as solo use is concerned. While Todoist is available as free, premium and business version, it offers only basic task and project management. Todoist is not available for on-premise deployments. This can be a de [...]

Best Smartsheet Alternative

OpenProject as Smartsheet alternative Smartsheet is a project collaboration and project management application that visually resembles Excel. This has the advantage of a familiar user interface. Smartsheet has a clean interface and offers Gantt charts, a card view and several collaboration features. Lets take a look at why OpenProject is the best Smartsheet alternative. OpenProject and Smartsheet both offer classical project management features. However, OpenProject also allows release m [...]

Best TeamGantt Alternative

OpenProject as TeamGantt alternative TeamGantt is a simple and elegant web-based project management solution. It focuses on project scheduling and is a good choice for small teams. Lets take a look at why OpenProject is the best TeamGantt alternative. OpenProject and TeamGantt both offer classical project management features. However, OpenProject also allows release management through product roadmaps. Additionally, with OpenProject communication is easy: You can organize meetings direct [...]

Best 5pm Alternative

OpenProject as 5pm alternative 5pm is a project management software that is quite well known in the project management space. Started 8 years ago it is one of the more established project management companies. 5pm offers task management, Gantt charts and reportings. Lets take a look why OpenProject is the best 5pm alternative. OpenProject and 5pm both offer classical project management features. However, OpenProject also allows release management through product roadmaps. Additionally, Ope [...]

Best AceProject Alternative

OpenProject as AceProject alternative AceProject is one of the oldest online project management software tools on the market. The application includes the major project management features. It supports Gantt charts, task management, time and cost tracking, as well as document management. Let's take a look why OpenProject is the best AceProject alternative. OpenProject and Clarizen both offer classical project management features. However, OpenProject also allows release management through pro [...]

Best Clarizen Alternative

OpenProject as Clarizen alternative Clarizen is one of the oldest and most established project management software applications. It is relatively expensive but offers project management solutions tailored to different user groups. Target users include project managers, IT teams, professional services and marketing teams. Let's take a look at why OpenProject is the best Clarizen alternative. OpenProject and Clarizen both offer classical project management features. However, OpenProject also allo [...]

Best LiquidPlanner Alternative

OpenProject as LiquidPlanner alternative LiquidPlanner is a quite expensive project management software. Pricing starts at $9.99 per user per month for a small team, moving up quickly to $39 per user per month. LiquidPlanner offers many project management tools, such as Gantt charts and workload management. Let's learn why OpenProject is the best LiquidPlanner alternative. OpenProject and LiquidPlanner both offer classical project management features. However, OpenProject also allows release m [...]

Best MavenLink Alternative

OpenProject as MavenLink alternative MavenLink is an enterprise-grade project management application. Its basic version starts at $19 per month for up to 5 users. Prices increase rapidly to $29 per user per month for larger teams. MavenLink offers task management, Gantt charts, as well as accounting, resource planning and business intelligence. Let's take a look at why OpenProject is the best MavenLink alternative. OpenProject and MavenLink both offer classical project management features. How [...]

Best Wrike Alternative

OpenProject as Wrike alternative Wrike is a popular project management application which offers essential project management features. This includes task management, Gantt charts and time tracking. The tool offers a free version for up to 5 users (which does not include basic features like Gantt charts). However, prices increase quite quickly to $24.80 per user per month for larger instances. Let's take a look at why OpenProject is the best Wrike alternative. OpenProject and Wrike both offer [...]

Best Bitrix24 Alternative

OpenProject as best Bitrix24 alternative Bitrix24 is a popular project management application which offers essential project management features. This includes task management, Gantt charts and time tracking. In addition, Bitrix24 offers a social network, as well as chat and video capabilities. Lets take a look at why OpenProject is the best Bitrix24 alternative. Bitrix24 is however not open source. Users therefore run the risk of depending solely on the vendor to make code adjustments / i [...]

Best online MS Excel alternative

OpenProject as MS Excel alternative MS Excel is the default spreadsheet / calculation software in many companies.  Additionally, it is often used as a basic PM software at companies who don't yet use a dedicated project management software. Let's take a look at why OpenProject is the best online MS Excel alternative. Microsoft Excel is very flexible and allows users to quickly create basic plans and calculations. With MS Excel you can even create very basic Gantt charts. When starting out w [...]

Best MS SharePoint Alternative

OpenProject as MS SharePoint alternative MS SharePoint is a widely used web-based collaboration platform. Its main use case is document management and storage. However, SharePoint also works for basic project management. Let's take a look at why OpenProject is the best MS SharePoint alternative. Microsoft SharePoint integrates with MS Office and allows the easy online use of Microsoft's applications. SharePoint's main feature is document management: It is very easy to upload documents to Share [...]

How to get projects done with open source project collaboration software?

Keeping track of all relevant data within a complex project environment without being drowned by too much information this is still a challenge for all of us within our daily business. OpenProject is an open source project collaboration software that can support project teams throughout the whole project life-cycle. How did OpenProject evolve throughout the last year and how can OpenProject help to efficiently plan, steer and communicate within project teams? (more)

Project management with OpenProject

Setting up and managing projects in a structured way is crucial for successful organizations. OpenProject enables users to create and manage projects as well as to collaborate together with other team members. Let's take a look at how to use OpenProject for project management. To make the steps more tangible we'll use the example of a fictional company - ABC Inc. - which wants to track its projects using OpenProject. (more)

Become a certified OpenProject Professional

Quite frequently we receive requests from users who are interested in OpenProject workshops but who also want to receive a certificate to show their proficiency in OpenProject. Up until now we only offered remote trainings and on-site workshops (see available trainings). For the first time we now offer an OpenProject certification at OpenProject GmbH in Berlin, Germany. Participants get an overview of OpenProject features, learn best practices and the configuration of OpenProject. In addition, [...]

5 steps to get started with OpenProject

Watch our short video to get started with this powerful project management software in 5 easy steps.

Work Breakdown Structure (WBS) with OpenProject

What is a Work Breakdown Structure? When creating a new project it is very helpful to become aware of and visualize the individual steps needed to complete the project. The Work Breakdown Structure (WBS) provides exactly this: It allows you to take a project and decompose it into planable and controllable elements. Using the work breakdown structure, you can break tasks down into subtasks and individual work packages. As an example, consider a construction repair project. Using the Work Breakdow [...]

PRINCE2 with OpenProject

PRINCE2 project management with OpenProject When managing complex projects, it is beneficial to use a project management methodology for guidance. PRINCE2 is one of the most popular and widely used methodologies available. What is PRINCE2? PRINCE2 (or Projects in Controlled Environments) offers a structured process for projects & provides recommendations for each project phase. It is one of the leading project management methodologies (next to PMBOK (from the Project Management Institute)) a [...]

OpenProject: The collaborative Excel alternative for project management

Excel for project management Excel is a widely used standard application. When companies introduce project management it is only logical to start out with Excel. The application is often already installed and users are already familiar with using it. Limitations of using Excel However, while widely used, Excel has several limitations when it comes to effective project management: Excel provides no collaboration. Only one user can work on  a spreadsheet at the same time. While this may work for [...]

OpenProject: The open source alternative to Jira

Jira is an established player for agile project management. For many, Jira is the household name for issue tracking software. However, Jira is not open source. OpenProject is - and offers quite similar features. Let's compare Jira and OpenProject. (more)

OpenProject wins Bitnami contest

Each month Bitnami holds a contest among various Open Source apps. The winner of the contest is packaged by Bitnami and added to the Bitnami Application Library. (more)

Ruby vulnerability

A vulnerability has been reported in ruby, the language OpenProject is programmed in. Although we are not aware of means to exploit this in OpenProject, if you host an OpenProject installation we strongly recommend you to update your ruby to the most current version (2.1.6). Please read here for further details.

OpenProject First Steps tutorial

We are happy to announce that a new OpenProject tutorial is now available. It demonstrates how OpenProject works and explains how to easily get started. (more)

OpenProject vs Trello

OpenProject vs Trello - A comparison OpenProject vs Trello: Trello is one of the most popular and user-friendly project management software tools out there. Let's take a look at the difference between OpenProject and Trello and see which use cases they cover and where their strengths lie. (more)

OpenProject: The project management alternative to Asana

Asana is one of the best known players in the project management software space. It focuses on simplicity and usability and has made it its mission to replace email. With its focus on issue tracking it covers similar areas as OpenProject. Let's compare both tools. (more)

Project list moves from administration to “View all projects” page with OpenProject 7.4

With OpenProject 7.4 we combine the project list in the administration with the "View all projects" list. In the administration, the entry "Projects" is no longer displayed. To manage your projects (e.g. archive, delete or copy them), select "View all projects" from the project dropdown list instead. As administrator you can hover over the projects in the project list to display a context menu (three dots). By clicking on it you can create subprojects, access the projects settings and archive, [...]

OpenProject 7.4.4 released

We released OpenProject 7.4.4. The release contains several bug fixes. We recommend the update to the current version. (more)

OpenProject 7.4.5 released

We released OpenProject 7.4.5. The release contains several bug fixes. We recommend the update to the current version. (more)

OpenProject 7.4.7 released

We released OpenProject 7.4.7. The release contains some minor fixes regarding MessageBird adapter for Two-factor authentication. (more)

OpenProject 8.1: Easier onboarding, graphs and conditional formatting

OpenProject 8.1 is here! The new OpenProject version introduces a guided tour for onboarding new users, graphs in the roadmap and many additional improvements. Users of the Cloud Edition and Enterprise Edition benefit from an improved conditional formatting. Aside from status and priority, work packages can also be highlighted based on their type. What is new in OpenProject 8.1? Onboarding tour for new users OpenProject is a very powerful tool with many capabilities. A new onboarding tour makes [...]

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Release process

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Setting up a development environment (Mac OS X)

Note: You can find the master document in GitHub. You can propose a change to this guide by creating a pull request on GitHub. Go to GitHub

Setting up a development environment (Ubuntu)

Note: You can find the master document in GitHub. You can propose a change to this guide by creating a pull request on GitHub. Go to GitHub

Create an OpenProject plugin

Note: You can find the master document in GitHub. You can propose a change to this guide by creating a pull request on GitHub. Go to GitHub

Code review guidelines

Note: You can find the master document in GitHub. You can propose a change to this guide by creating a pull request on GitHub. Go to GitHub

Create an OmniAuth plugin

Note: You can find the master document in GitHub. You can propose a change to this guide by creating a pull request on GitHub. Go to GitHub

OpenProject Api Documentation

API documentation

Accessibility checklist

Note: You can find the master document in GitHub. You can propose a change to this guide by creating a pull request on GitHub. Go to GitHub  

Submit a feature idea

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Help to translate OpenProject into your language

Project management process

Timeline project management with OpenProject

Integrated online Timelinesand Gantt charts in OpenProject.Successful, fast, and easy.Efficient project planning and scheduling with Timelines and Gantt charts in OpenProject. Get started for FREE What are timelines? With timeline project management you can schedule your tasks and visualize the required steps to complete your project. As a project manager you are directly informed about delays in your project and can act accordingly. The dynamic open source Gantt chart in OpenPr [...]

Product roadmap software – Plan your product

Product Roadmap Software for Managing Products Successfully. Fast. Online.Communicate your product roadmap effectively with OpenProject. Start free Trial What is the product roadmap? The product roadmap communicates what you are building and why you are working on this.Managers can get a direct overview of a versions progress and analyze it based on multiple metrics.The product roadmap software can provide an overview across multiple projects. The roadmap automatically evalua [...]

Task Management Software

Task Management Software for Getting Work Done fast, reliable, online.Get your tasks done faster and with less stress. Use OpenProject's task management software to make your life easier. Start free Trial What is task management? With OpenProject's task management software you can easily create, assign and manage your work. As a project manager you stay always on top of the latest development.The dynamic task list provides an overview of all the work that has to be completed. S [...]

Agile project management – Agile & Scrum

Bug tracking software

Bug tracking software for developing great products.Minimize the feedback loop with OpenProject bug tracking software to deliver well-tested, high-quality products. Start free Trial Bug tracking with OpenProjectOpenProject bug tracking software offers the easiest way to file, track and fix bugs. OpenProject is open source bug tracking software that enables your team to develop great products. Bugs can easily be created based on individual templates. Specify, prioritize and as [...]

Time tracking software

Time tracking software for efficiently managing projects.Track times with OpenProject time tracking software to deliver projects on time and on budget. Start free Trial Time tracking, cost reporting and budgeting with OpenProjectOpenProject time tracking software offers the easiest way to log time, track costs and manage budgets. OpenProject is the leading open source project management and time tracking software that allows you to stay on top of your project budgets and yo [...]

New fullscreen view for work packages

In the last weeks we have been working on a new concept for the work package detail view (fullscreen). Our goal is to have a new well structured and responsive layout, so that all information and functions are neatly arranged on one page. We spent a lot of time to improve the whole user experience in order to make OpenProject more intuitive and easier to use. Many UI elements are designed in a much cleaner and new flat way. (more)

Outlook OpenProject 7.0: Multi-select custom fields

We are working hard on finalizing OpenProject 7.0. Along with many great features, such as the new user-friendly timeline there are also several features that will be available to users of the Enterprise Edition and Cloud Edition. One of these features are multi-select custom fields. (more)

Agile and Scrum software – OpenProject supports your teams

Support your agile projects and Scrum teams with professional and intuitive methods and artefacts, such as product and sprint backlogs, task boards, burndown charts, story cards export, and more. Scrum teams can easily collaborate even if they are in different locations. Manage product and sprint backlogsCreate, maintain and specify requirements in the product backlogPrioritize requirements in the sprint backlogAssign requirements to a sprint easily per drag and drop in sprint planning C [...]

Building the best open source project management software – Our achievements in 2017

As we look back to another successful year, developing the best open source project management software, we are proud of a large number of achievements in 2017. Many great features have been developed, many design and usability improvements have been made, mobile user experience has been optimized, many bugs have been fixed, much has been refactored and technical improvements have been made, our website has been relaunched, our Enterprise Edition has been enhanced, the OpenProject team has grow [...]

Add a “Create new work package” button to your projects’ overview.

Make your work package creation much easier. Did you know that with OpenProject 7.4 it is now possible to add a simple button to create a new work package? We have built a macro to add a button that creates new work packages within a project. They can be added to any text input field, e.g. in the project overview page, in a wiki page or a meeting. You will have very prominent and easy entry points for creating new work packages. Add a button with Code: {{create_work_package_link(Task, button)}} [...]

Glossary

Glossary A to Z

Keyboard Shortcuts and Access Keys

Keyboard Shortcuts and Access Keys OpenProject (since version 3.0) offers useful keyboard shortcuts to enhance your productivity. We use both access keys and regular shortcuts. When using access keys, press the modifier keys and the access key number. For the regular shortcuts just type the listed keys on any OpenProject page. Modifier Keys Windows Internet Exlorer: Alt + <access key number> Firefox: Alt + Shift + <access key number> Google Chrome: Alt + <access key number> Safari: Alt + <a [...]

Roles and permissions

Roles and permissions For some projects it is important that certain actions can only be carried out by specific groups of people, or that certain information is not visible to everyone, due to, for example, privacy concerns or sensitive information. OpenProject allows the creation of an unlimited number of roles (e.g. manager, member, reader, etc.) and enables you to define precisely which privileges each role should have. The number of roles and the permissions that every role has may vary, de [...]

Project setup

Project setup Header navigation On the upper left side you can select the project you want to navigate to. Once you are inside a project the project name is shown in the upper left corner. The OpenProject logo in the center of the page allows you to get back to the dashboard of your OpenProject instance. On the right, you can activate the OpenProject search, trigger the Modules dropdown menu, activate the Help dropdown menu and reach your user-specific settings from the avatar dropdown menu, suc [...]

Activity

Activity The activity page lists the newest developments in your project. The changes are listed in reverse chronological order, with the latest changes appearing on top. Apply a filter (located below the project navigation on the left), to select which attributes are included in the activity. The activity includes changes to work packages, repository changes, new, wiki entries or forum messages. Frequently asked questions (FAQ) How far back can I trace the project activities? The retrospect [...]

Roadmap

Roadmap In the roadmap, you can see all work packages listed by version (such as product backlogs and sprints). This view also provides information on the projects progress by displaying the percentage of closed vs. open work packages. The status of each work package can be assessed from the list displayed in the roadmap view. Titles which are crossed out represent closed work packages. Clicking on the version title opens a new page displaying the complete list of work packages. For further [...]

Work packages

Work packages Work packages are issues (such as tasks, risks, ideas, user stories) used to track a project's progress. These work package types can be activated by a project administrator according to the specific project requirements . Therefore, work package types may differ across projects. Work packages capture important project information. They can be assigned to a project member and be displayed in a timeline. In addition, work package hierarchies provide an easy-to-understand overview [...]

Timelines

Timelines Note: This timeline will be replaced by a more user-friendly, integrated timeline with OpenProject 7.0. For an overview of the new timeline, see the description of the integrated timeline on the work package page. A critical component for successful project management is the ability to plan the individual milestones and tasks and their dependencies associated with a project. OpenProject helps to visualize these deliverables via the timeline module. Timelines can be used to display the [...]

Agile and Scrum (Plugin)

Agile and Scrum (Backlogs plugin) Working in agile project teams is becoming increasingly important. OpenProject supports your work with theScrum methodology by providing a variety of functionalities. You can record and prioritize user stories in the sprint and product backlog, use digital task boards or burndown-charts, print story cards, and much more. For more information, please refer to the OpenProject agile and scrum features page. Using OpenProject Scrum functionality requires installatio [...]

Calendar

Calendar The calendar shows all of the project's work packages in calendar form. The current month is automatically selected. You can change the date by selecting the desired month and year and clicking Apply. Moving the mouse over a specific work package displays the detailed work package information. Filters in calendar You can filter the work packages in the calendar view by adding any number of filters, e.g. Author, Due Date, Priority, etc. To do that select a filter in the dropdown menu [...]

News

News On the news page, you can easily see the latest news items in a project in reverse chronological order. News generally document developments in your project that are of general interest, rather than mere changes to work packages as displayed under Activites. Learn more about News Add or delete a news entry Edit a news entry Comment on a news entry Watch a news entry Frequently asked questions (FAQ) How do I share important news with my project team? You can create news article and sum [...]

Wiki

Wiki Learn more about Wiki Create a wiki page Edit a wiki page Rename a wiki page Watch a wiki page Show wiki page history Show a wiki page in the project menu Link a wiki page to work packages, documents, timelines and images Wiki video tutorial

Forum

OpenProject Forum When dealing with complex projects and geographically scattered teams, project communication can become confusing. In this case the OpenProject forum provides a space for exchange among project members. In order to use the feature it must first be created by a project administrator or a role with respective permissions. Forum boards A board is a sub-forum of an overarching topic, each one bundling more specific discussions (threads). Only project administrators can create new [...]

Repository

Repository Note: in order to use Repository functionality please make sure that the Repository module is activated in the project settings. Repository browser view An important part of working on a project as a team is sharing files and source code. Keeping track of the latest versions can sometimes be a challenge. Therefore, OpenProject provides two types of version control systems (Git and Subversion) which after being properly configured can be used to store relevant data in the diffe [...]

Meetings

Meetings The Meetings plugin allows creating meetings, as well as editing agendas and minutes. The meetings plugin is included in the community, enterprise and cloud edition. Note: in order to be able to use meetings plugin, the Meetings module needs to be activated under Project Settings. Learn more about Meetings Create a new meeting Edit a meeting Add meeting participants Create or edit a meeting agenda Create or edit meeting minutes Copy a meeting (recurring meetings) Meetings video tuto [...]

Time and costs

Time and costs Time and costs functionality allows keeping track of the resources, both in terms of labor and budgets. With OpenProject you can always keep control of the time and costs planned for and spent on the projects. Create budgets, log time and costs on specific work packages and create time and cost reports based on your needs. Browse through the following sections of this user guide to learn how to do this. Note that for certain functionalities you may need to activate additional plu [...]

My page

My page OpenProject has a personal dashboard which contains information from all your projects. My page can be configured according to your wishes. You can include project information, for example the latest news, work packages assigned to you or reported work packages. You can open your My page by clicking on your user avatar in the upper right corner and then selecting My page from the dropdown menu. On your My Page click the Settings icon to personalize the page. Once you have entered the e [...]

My account

My account My account is the control center for your account settings to adjust e.g. language, time zone, theme, etc. Changing these settings only affects your own account without impacting others. To reach your account settings click on your avatar in the top right corner and select My account. Learn more about My account Change password Change language settings Setup backlogs task color Activate accessibility mode Select time zone Select order of the comments Configure email notificat [...]

Change language settings

Change language settings You can change the language settings under My account. Select Settings from the side menu and choose your preferred language from the dropdown menu. If your language is not listed, make sure your administrator activates the language in the admin settings. If you want to help us to add further languages, you can contribute to the CrowdIn translations project here.

Change password

Change password You can change your password in the My account settings. Click Change password on the left side bar and assign a new password.

Accessibility mode

Activate/deactivate the Accessibility mode OpenProject was developed with the intention of creating a universally accessible software. To facilitate the use of the application for users with disabilities there is a separate mode which is optimized for screen reader use. Enable the accessibility mode by selecting the checkbox in the Settings entry in My account. Please note: In a few modules, e.g. when using the backlogs plugin, accessibility cannot be guaranteed. If you enable the accessibil [...]

Select time zone

Select time zone You can select your time zone under My account settings -> Settings. Your time zone will, for example, be displayed when you setup a meeting (if you are using the meeting plugin) to help keep track if your team members are located abroad.

Select the order of the comments

Select the order of the comments You can select the order of the comments (for example of the comments for a work package) under My account settings -> Settings. You can select the chronological or reverse chronological order.

Setup Backlogs task color

Setup Backlogs task color (Backlogs Plugin) If you use the backlogs plugin (for agile / scrum), you can adapt the color in which the tasks assigned to you will be shown. To do this select My account settings in the Settings menu and enter a new color for Task color. The task color is entered in Hexcode.

Create a new work package

Create a new work package On the work package page there are two ways to create new work packages: Work packages can be created from the work package list to quickly create multiple work packages. Alternatively, you can create work packages in a split screen which allows you to specify detailed information from the start. To quickly create work packages from the work package list, click on the + icon at the bottom of the list. Simply enter a subject and press Enter on your keyboard.   Alter [...]

Work package hierarchies

Work package hierarchies Work packages can be structured hierarchically, e.g. in order to break down a large work package into several smaller tasks. Adding a child work package Open a work package and select the tab Relations. Click on + Create new child to create a child work package. Alternatively, you can assign an existing child work package with + Add existing child. Enter the relevant values in the work package creation mask and save the newly created work package. For more information [...]

Edit and update a work package

Edit and update a work package There are different ways to edit a work package: You can edit a work package on the work package list (inline edit), in the work package split screen or in the full screen view. To edit a single work package attribute, simply click on the attribute, make your change and save it by pressing Enter on your keyboard. In order to edit a work package in the split screen, hover over a work package row and click on the little info icon shown at the end of the row (1). [...]

Copy, move or delete work packages

Copy, move or delete work packages Apart from editing, you can make the following changes to your work packages: Copy a work package When copying a work package, a work package form with the pre-set values of the original work package is shown. Copying a work package allows to easily create and adjust new work packages based on existing ones. Move a work package The Move option shifts a work package to another project or subproject. Select the project into which the work package is to be [...]

Work packages list view

Working with filters

Working with filters The work package list displays all work packages of a project. By creating filters, you can adjust the selection to your needs. These predefined filters can also be shared with other users by marking them as public. The list of pre-defined queries is grouped by public and private filters. Filters configured as public are also visible to other project members. You can see the full list of queries by clicking on the work package lists heading or the small triangle next it. [...]

Attach documents to work packages

Attach documents to work packages In order to attach documents to work packages, open the work package split screen view and scroll to the bottom of the page. Either drag and drop files to the target area or click on the target area to open a file upload popup. You can also add a description of the file using the provided field. You can also add multiple files at once. To embed attachments (e.g. images) directly into the description, drag and drop the attachment into the work package's descri [...]

Export work packages

Export work packages OpenProject allows you to export the work package list, whether it is filtered or not, to other programs. Possible file formats include Atom, PDF, PDF with description, CSV, XLS, XLS with description, and XLS with relations (if you are using the XLS Export plugin). In order to do so, click on the settings button at the right side of the work package list and select Export. In the new window, clicking on the desired file format will open a download window.

Create a timeline report

Create a timeline report From the timeline view, click on New timeline report in the top right corner. In the new window, you can now define your reports settings which are divided into 6 categories. Each category can be folded and unfolded by clicking on the respective pane. 1. General settings: Here you can choose the timeline reports title under Name and decide if you want to display it in the timeline view by checking or unchecking Hide chart. You can also choose the charts defaul [...]

Display multiple projects in timeline

Display multiple projects in timeline In order to reflect relationships between projects, status reports can be created. This also allows to display timelines from multiple projects in one central timeline report. In order to visualize these structures and also to make full use of the permissions concept, it is advisable to create the planning levels as independent subprojects. Subprojects are only displayed in the timeline reports of their respective parent project, if: a) you have permission t [...]

Display vertical work packages

Display vertical work packages In case of complex projects with many work packages and dependencies, the timeline view can become confusing. For a better overview of overarching work packages (for example vacation or public holidays), OpenProject offers the possibility to display work packages vertically. Depending on the roles defined for your project or project environment, you may or may not be able to display work packages vertically.

Edit and create work packages from the timeline view

Edit and create work packages from the timeline view To display details of existing work packages from the timeline view click either on the work package title in the table on the lift of click directly on the element in the graph on the right. The work package is then opened in a separate browser tab. You can edit the work package by clicking on the attribute itself or clicking on the Edit icon. You can also create new work packages directly from the timeline view. In order to do so, click on [...]

Working with Backlogs

Working with Backlogs The starting point for effective work in Scrum teams is a well-maintained and prioritized product backlog as well as the creation of sprint backlogs. In OpenProject, you can easily record and specify requirements represented by user stories. Moreover, you can respond to inquiries and sort them by priority for implementation. Please note that the backlogs plugin must be installed and the backlogs module in the project configuration must be activated by the project administra [...]

Create a new sprint

Create a new sprint Since sprints are one type of version, creating a sprint is done following the same procedure as for creating a new version. It is advisable to number your sprints chronologically for a better overview. Sprints usually run for a fixed period of approx. two to three weeks. In order to configure these settings, click on the Sprint title in the backlogs view. For some settings, such as start and end date, you can also use in-line editing. On the new page, you can specify detail [...]

Edit story points in Backlog view

Edit story points in Backlog view You can easily edit story points directly from the backlogs view. In order to do so, simply click in the line of the work package you want to edit, and make the desired changes. In the same way, you can also edit name, start and end date and status of a work package. To confirm your changes, press Enter on your keyboard. To cancel your changes, press Escape.

Create new Epic, User Story, Bug or Feature in Backlog view

Create new Epic, User Story, Bug or Feature in Backlog view Configuring and managing epics and user stories works according to the same procedure as with creating new work packages and parent tasks. Select Create New Work Package and select the type, e.g. Epic or User Story. As usual, add information and click on Create. Work package hierarchies allow you to create and display epics, user stories and tasks according to their hierarchies. Displaying user stories and tasks for a sprint is also pos [...]

Working with the Task Board

Working with the Task Board To support daily scrum meetings, all of a teams tasks and sprint impediments are recorded in a digital task board. The digital task board thus allows team members to get a fast overview of the current state of a sprint. To open the task board view, click on the small arrow next to the respective sprint, and select Task board in the drop-down menu. You will find user stories in the left column, followed by their individual tasks which are sorted by status.  Theref [...]

Burndown chart

Burndown chart Burndown charts are a helpful tool to visualize a sprints progress. With OpenProject, you can generate sprint and task burndown charts automatically. As a precondition, the sprints start and end date must be entered in the title and the information on story points is well maintained. The sprint burndown is calculated from the sum of estimated story points. If a user story is set to closed(or another status which is defined as closed (see admin settings)), it counts fo [...]

Print story cards (Plugin)

Print story cards (plugin) Note: printing story cards requires installation of the PDF Exports plugin. You can find it here. If you do not want to do without the real project pin board in your project management, OpenProject offers the option to print the user stories and tasks. In order to so, select the Export option from the sprint drop-down menu in the backlogs view. Choose a story card format from the list that will open. The format selection can only be adjusted by a system admin and appl [...]

Create a sprint wiki page

Create a sprint wiki page OpenProject also allows you to create a wiki page associated with a sprint directly from the backlog. In order to do so, click on the arrow on the left of the respective Sprint title to open the drop-down menu. A click on Wiki will take you to the Wiki editing page. Here, you have all the tools for creating wiki pages at your disposal, with the title already pre-set and related to the selected sprint. You can insert and edit content using the text field and make change [...]

Selecting folded or collapsed Backlogs view

Selecting folded or collapsed Backlogs view You can choose whether backlogs are to be displayed folded or collapsed by default. In My account, select Settings from the side menu and check or uncheck the respective box next to the field Show versions folded.

Add or delete a news entry

Add or delete a news entry To add a new news entry, click on Add news in the toolbar in the upper right side. A new window will open similar to the wiki edit page, allowing you to enter title, summary and description. You can further edit the content of your news entry by using the provided basic formatting options. To finish and publish the entry, click on Create. Delete a news entry To delete a news entry, click on the Delete button in the top right corner of the respective entrys detail v [...]

Edit a news entry

Edit a news entry You can also always go back and make changes to an existing news entry. To do so, select the respective news entry from the overview page by clicking on its heading. In the detail view of the entry, click Edit in the top right corner. A form appears allowing you to make adjustments to title, summary and description. The original entry is displayed at the bottom of the page. Make your changes and click on Save to finish.

Watch a news entry

Watch a news entry You can also decide to watch a news entry. As a watcher, you will receive an e-mail notification if a news entry is changed or if a comment has been added to a news article. To become a watcher, click Watch in the top right corner of a news entrys detail view. If you want to stop watching a news entry, simply click on Unwatch.

Comment on a news entry

Comment on a news entry In OpenProject, you can also add a comment on a news entry. To add a comment, click on the Comment button in the bottom area of the respective entrys detail page. A form for entering and formatting text will open. Insert your comment and finish by clicking on the Add button. Your comment, along with all other comments, is then displayed below the news entry description, in reverse chronological order.

Create a wiki page

Create a wiki page To create a new wiki page in a project, click on the + Wiki page button in the toolbar on the right hand side. The editor window will open, allowing you to enter title and content of the future page. Learn here  how to format texts in wiki. The Preview option allows you to check how your entries will be displayed. Confirm your entries by clicking on Save.

Create a New Child Page

Create a New Child Page You can create additional child pages within an existing wiki page using the drop-down menu More functions. The new child page will automatically be displayed below the parent page in the table of content.

Edit a wiki page

Edit a wiki page To edit a wiki page, go to the respective page or child page and click on Edit in the top right corner. In the newly opened editor window, you can now make adjustments and changes. To finish, save your entries by clicking on Save.

Rename a wiki page

Rename a wiki page You can rename wiki pages. Browse to the drop-down menu More functions and select Rename. You can now adjust the page name in the editor window. Clicking on Rename will save your changes. Note: When renaming, you can re-link the URL of the old wiki page (defined by the title) to the new title (Redirect existing links). In case you have already communicated the page URL to someone, this saves you the effort of sending a new link to this page.

Watch a wiki page

Watch a wiki page If you want to keep updated about any changes to a wiki page, you can make use of the Watch option. Browse to the wiki page you want to watch and click on Watch in the top right corner. You can undo this choice at any time. With this function being activated, you will receive an e-mail notification after every page update, including a link to the respective changes.

Show wiki page history

Show wiki page history In some cases, you might want to know the latest change to a wiki page. You can get information on the type of change as well as on the author using the history option. To display it, choose History in the More functions drop-down menu. First, you will get an overview on author and date of the latest changes. Potential comments can already give you an idea about the type of change. You can explicitly choose two versions to display a more detailed view of the changes betwe [...]

Show a wiki page in the project menu

Show a wiki page in the project menu You can also display wiki pages as menu items to access them more easily. To do so, select Configure menu item from the More functions menu. On the new page, you can choose a name for the menu point and choose between different visibility options. Selecting Show as menu item in project navigation will create an independent menu point in the side navigation (1). Alternatively, you can also choose to make the wiki page a sub-point to the overall wiki module in [...]

Link a wiki page to work packages and documents

Link a wiki page to work packages and documents You can embed work packages, documents and images into wiki pages. Linking a wiki page to a work package To link to a work package, enter the work package number following a hash key in the editing mode. #3only creates the link to the work package. With ##3, you can display a work packages title as well as its status and start and end date. ###3 displays a work packages title, status, start, end date as well as its assignee and responsible an [...]

Create a new thread

Create a new thread In every board, you can document any number of subjects. To display all existing discussions in a board, select the respective board title from the overview page. On the new page, you can now see the full list of discussions, including details regarding author, date of creation, number of replies, and last message. To create a new thread yourself, click on New message in the top right corner of the page. A new page will open where you can define the new messages subject [...]

Edit or delete own messages

Edit or delete own messages You can easily edit or delete messages created by yourself by clicking on the buttons in the top right corner of the entrys page. To edit or delete individual replies, use the buttons displayed to the right of the respective reply.

Reply and quote in forum

Reply and quote in forum In the forum view, select the discussion you want to contribute to. You can add a reply to an existing message by clicking on Reply. To cite the previous entry in your reply, click on the Quote button.

Sticky forum message

Sticky forum message In order to make a message sticky, i.e. always displayed on top and not subject to the reverse chronological view in a forum, check the Sticky box on the respective messages editing page.

Locked forum message

Locked forum message You can also set a message as locked, i.e. other project members will no longer be able to post replies. This way, you can define a discussion as closed.

Watch a forum

Watch a forum You can watch either individual or all forums. You can activate this function by clicking on Watch. Whenever a new message is created in the respective forum, you will then receive an e-mail notification.

Create a new meeting

Create a new meeting To create a new meeting, click on the entry Meetings in the side menu (Meetings needs to be activated in the Project settings to be displayed) and click the + Meeting button.

Edit a meeting

Edit a meeting By clicking Meetings in the project menu, you get an overview of all the project meetings sorted by date. By clicking on a meeting name you can view further details of the meeting. If you want to change the details of a meeting, for example its time or location, click on Edit next to the meetings name. An edit screen is displayed and the meeting information can be adjusted. Dont forget to save the changes by clicking the Save button.

Add meeting participants

Add meeting participants You can add participants to a meeting while being in the edit mode. The process is the same whether you are creating a new meeting or editing an existing one. Additionally you can record after the meeting who actually took part in it. You can see the list of all the project members under the name and place fields. This list varies from project to project. If you select the field in the columns Invitees or Attendees, the selected project members will be notified automati [...]

Create or edit a meeting agenda

Create or edit the meeting agenda After creating a meeting, you can set up a meeting agenda. Prior to starting the meeting all participants can add their input to the agenda by simply clicking the Edit button (1). Use the formatting options displayed above the agenda to format your test properly, add links or embed images (2). All changes made to the agenda are tracked. You can click the History button (3) to get an overview of all the changes including the persons who made the changes. Click th [...]

Create or edit meeting minutes

Create or edit meeting minutes A meetings minutes are automatically created when closing the agenda by opening the detailed view of the meeting and selecting the Close option. The agenda is closed and copied to the minutes which are opened. You can start editing the minutes now. As with the agenda and wiki pages, you can link minutes to work packages, documents, etc. Dont forget to Save your data. You will be directed to the detailed meeting view, where you can edit the minutes, view the [...]

Copy a meeting (recurring meetings)

Copy a meeting (recurring meetings) If you have recurring meetings, for example a Jour Fixe, and want to simplify the process of creating meetings and agendas, you can copy an existing meeting. To do that select the respective meeting and open the detailed meeting view. Select Copy option in the top right side. You can now edit the copied meeting and add the new details. Click the Save button to secure your changes. Note: All of the settings will be copied, except for the minutes, participants [...]

Logging time on a work package

Logging time on a work package Users can book their time or units spent directly on work packages, which gives a clear indication of how much effort the project activities require. You can either log time in the work package view or via a commit message. Logging time in the work package view In order to log spent hours for a certain task, select the corresponding work package. Select Log time from the More functions dropdown menu. You will be directed to the detailed view where you can edit the [...]

Show time logged

Show time logged There are multiple ways to see the time logged on work packages. You can navigate to a work package and look at the value of the Spent time attribute. Alternatively, you can open the Timesheet or Cost Report. If you click on the number of hours, you will be directed to the cost reports view. You can then adapt this view and derive costs and labor reports.

Logging costs on a work package (Costs plugin)

Logging costs on a work package (Costs plugin) Note: The Costs plugin has to be installed and the Cost Control module has to be activated in order for the Log unit costs function to be available. The costs plugin is included in the community, enterprise and cloud edition. To log costs on a work package select the Log unit costs option from the More functions dropdown menu. A new form is opened, where you can log unit costs. You can edit the following information: Work package ID. By default, t [...]

Time and costs reports (Reporting plugin)

Time and costs reports (Reporting plugin) Note: Creating time and costs reports requires installation and activation of the Reporting plugin. The plugin is included in the community, enterprise and cloud edition. You can activate the module under Project Settings. You can create a cost reports in two ways, either through the project menu on the left or through the Modules dropdown menu on top of the page. A new cost report view will be opened, where you can adapt the report: Filter: You can s [...]

Assign a work package to a budget (Costs plugin)

Assign a work package to a budget (Costs plugin) Note: assigning a work package to a budget requires installation of the costs plugin. The budget page is only available when the Budget module has been activated in the project settings. In order to assign a work package to a budget select a work package, click the Show all button, click on the budget and assign a value from the dropdown menu. You can assign several work packages to the same budget. Note: This function can only be used if at le [...]

Document management (Plugin)

Document management (Plugin) The documents plugin is included in the community, enterprise and cloud edition. This plugin allows uploading documents directly to the project under project menu item Documents and categorizing documents. Add a new document to the project To upload a document select Documents from the project menu and click New Document. You can select the document category from the ones that you have created under project administration settings. See in the Admin Guide how to creat [...]

Project Settings

Project Settings Every project can be individually adjusted, with different functionalities being activated or deactivated, differing project members, customized roles and workflows. Depending on the role you have, you may or may not be able to do this. To do that select Project settings at the bottom of the project menu and select the tab you want to adapt. Learn more about Project settings Copy an existing project Create a subproject Edit project information Activate and deactivate modules [...]

Copy a project

Copy a project You can copy an existing project as a template. Select Project Settings at the bottom of the project menu and click the Copy icon. The copied project will automatically inherit the project description and the activated modules of the original project, which were actively used. Enter the project name, identifier and select which of the modules you want to copy. By default, only of the new project is shown. You can however display additional information by clicking on Advanced Sett [...]

Create a subproject

Create a subproject You can create a subproject of an existing project in two ways. Select Project Settings at the bottom of the project menu and click + Subproject. Alternatively you indicate a subproject relationship for either a new or an existing project. This is specified under project settings. By default only the name is entered. For additional setting, expand the Advanced Settings area.

Edit project information

Edit project information In order to edit the project information, open Project Settings. The first thing you will see is the Information tab. Project name. This is the field to enter the project name. Responsible. Here you can select the project responsible. 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 appea [...]

Activate and deactivate Modules

Activate and deactivate Modules In order to activate or deactivate modules, open Project Settings at the bottom of the project menu and select Modules tab. You can activate and deactivate all of the modules by checking or unchecking the boxes next to the respective modules. Dont forget to save your changes.

Add project members

Add project members It is possible to either add existing users to a project or invite new users to a both the project and OpenProject by entering their email address. To add new members: Select Members from the side menu. Select + Add member from the toolbar. Either search for existing user or enter email address of user you want to invite. Enter the role that should be assigned. You can assign several roles to the same user or group of users at the same time. Click Add to save your changes [...]

Manage or remove project members

Manage or remove project members You can manage project membership under the Members tab in project settings. In this view you can see the list of all the project members, theirs roles as well