Information

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

Access path

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
    • 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.
    • 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).
  • 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.
  • The listbox Enable Linking of Boards and Cards defines whether linking boards and cards will be allowed in the project.
  • This listbox is only displayed, if the checkbox in the Modules menu has been activated before.
  • 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.
  • The boards and the board templates of the project will not be deleted but automatically assigned to the category “No Project”.

Notes

  • In the Administration panel, projects which have been created with PLANTA Hybrid can be deleted as well.
  • If such a project is deleted, 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.
  • The boards of the projects will not be deleted but automatically assigned to the category “No Project”.

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.