Projects Tab

Information

• In the Projects tab of the Administration panel, projects can be created, managed and deleted.

Access path

• Menu → Administration → Projects

Menu Item Projects

Menu → Administration → Projects → Projects

Information

• When opening the Projects tab, the Projects menu item is opened by default.

• In this area, the individual projects are listed in a table. Here, existing projects can be edited and deleted and new projects can be created.

Information

• Via the button above the table, a new project can be created.

• Via the checkbox in the upper left of the table, all projects can be selected and deleted, if needed.

• In the table, the projects are displayed with the following information:

  • ID

  • Title

  • Description

  • Project Key

  • Type

  • Owner

  • Archived

  • Number of Boards

  • Number of Board Templates

  • Added on

  • Starts on

  • Due on

• By default, the projects are sorted by their creation date, i.e. the newest projects are displayed at the top.

  • By clicking on the table headers, the table can be sorted by the individual criterion.

• The projects can be filtered by entering search terms in the fields of the first row.

• Via the buttons and on the right side of the table, projects can be edited or deleted.

PLANTA Hybrid

• When tasks are synchronized from PLANTA project to PLANTA pulse via PLANTA Hybrid, a project corresponding to the project in PLANTA project will automatically be created.

  • The title of the project is the ID of the project in PLANTA project.

  • The title of the project in PLANTA project is entered into the description of the project.

Note

• Projects can also be created and edited in the Projects panel.

Create New Project

Procedure

• Click the button above the table.

In the pop-up window, enter a title and a project key for the project.

• The project key pattern can be edited in the Administration panel → Projects tab → Project Key.

• If needed, enter a description.
• In the Enable Linking of Boards and Cards listbox, select whether boards and cards can be linked on other boards in this project.
  • This listbox is only displayed if the parameter of the same name in the Administration panel has been activated.
• Click Save.
• In the Configure Project Members pop-up window, add the required members to the project.
  • By default, the creator of a project is added as project admin.
  • If needed, the project admin can be changed.
  • In every project, there needs to be at least one project admin.
• After editing the project members, close the pop-up window.

• The new project is inserted in the table.

Edit Project

Procedure

• Menu → Administration → Projects → Projects

• Click for the required project.

• Edit the required information (title, project key, description, dates).

• If needed, edit the comment format template (only relevant for PLANTA Hybrid projects).

  • To do so, enter the placeholders into the text field (see explanation above the text field).

  • The comment format template can also be edited globally in the Settings tab → Time Recording Settings.

• In the field Detailed Description, a more detailed description of the project can be entered and formatted using Markdown. It is displayed in the Projects panel.

• Via the Hide Project in Time Recording Panel checkbox, the cards and hours worked of the project can be hidden in the Time Recording panel.

  • Recording hours worked directly on cards of the project is still possible, but these hours will not be displayed in the Time Recording panel.

• The checkbox Enable Linking of Boards and Cards defines whether linking boards and cards will be allowed in the project.

  • This checkbox is only displayed, if the according checkbox in the Modules menu has been activated before.

• The Archived checkbox can be used to archive a project.

  • Archived projects can be viewed in the Archive.

• Click Save.

Configure Project Members

Procedure

• Menu → Administration → Projects → Projects

• Click for the required project.

• In the pop-up window, add the required members to the groups by clicking .

  • The project members of a project are added to every new board of the project.

  • There always needs to be at least one project admin in a project.

Delete Project

Procedure

• Menu → Administration → Projects → Projects

• Click for the required project.

• In the dialog box, click Delete.

• The project is deleted.

• All child objects, including boards and board templates of the project, are deleted as well.

Note

• When a project is deleted which was created with PLANTA Hybrid, a warning is displayed.

Delete All/Several Projects

Procedure

• Activate the checkbox in the upper left of the table.

  • All projects are selected.

  • If needed, individual projects can be deselected by deactivating their checkboxes.

• Click Delete Selection.

• In the dialog box, click Delete.

• The selected projects are deleted.

• All child objects, including boards of the project, are deleted as well.

If a project in PLANTA pulse is only to be hidden instead of deleted, so that the related data will be kept, it can also be archived.

Menu Item Project Key

Menu → Administration → Projects → Project Key

Information

• In this menu, the regular expression for the project key pattern can be edited.

• By default, the regular expression [A-Z0-9_]{3,10} is defined.

• The project keys are created automatically when a new project is created, following the pattern PR + number and can then be edited within the regular expression.

Details

• In the Description of the project key pattern field, a description for the regular expression can be added.

• The description is displayed as a help when creating projects.

• By clicking Reset, the description for the default regular expression can be inserted again.