Information

  • In the Projects panel, users can, depending on their permissions, view and edit existing projects and create new projects.

Access path

  • Menu → Projects
  • Click on the project title in the Boards panel to open a specific project directly in the Projects panel.
  • Click on the project title in the board bar of a board to open the project of the board directly in the Projects panel.

Example

  • The Projects panel as seen by a global admin:

Details


Details

  • In the My Projects area, all projects of which the currently logged-in user is a member are listed.
    • When a user is a member on a board of the project, he/she is considered a member of the project as well.
  • Projects can be viewed, edited or created depending on the permission.
  • By clicking the project title, the project view of the project can be opened.
  • By default, the last viewed project is loaded when the panel is opened.

Project Boards (Boards Tab)

Menu → Projects → Select project → Boards tab

Information

  • In the Boards tab, the Boards of the currently opened project are displayed.
  • They can be arranged in board groups.
  • Via the placeholder board card Create New Board, new boards can be created within a project and within a board group.

Example for boards sorted in board groups

Board Groups

Information

  • By default, an empty board group Boards is displayed for new projects.
  • If needed, new board groups can be created to sort the boards (e.g. by project stages or departments).
  • The board groups as well as the boards themselves can be arranged in the Projects panel using Drag&Drop.
    • In the Boards panel, the sorting is not displayed. Here, all boards are sorted alphabetically.

Create a New Board Group

  • Menu → Projects → Select project → Boards tab
  • Click Add New Group.
  • Enter a title for the board group.
  • Click Create.

Edit Board Group

  • Menu → Projects → Select project → Boards tab
  • Via , the board group menu with further options can be opened.
  • Via Always Hide/Display Boards, the boards of the board group can be displayed/hidden by default.
    • Boards can still be moved into a collapsed board group using Drag&Drop.
    • Via , the boards of a board group can be hidden and via , they can be displayed again.
  • In the Settings area, the title of the board group can be edited. The board group can also be locked.
    • No boards can be added to locked board groups.
  • By clicking Delete Board Group, a board group can be deleted.
    • You will be asked which other board group the boards of the group should be assigned to instead.
    • The last board group cannot be deleted.

Filter Boards

  • Menu → Projects → Select project → Boards tab
  • Enter a search term into the filter field in the upper right corner in order to display only boards which contain the search term.
    • The search term will be searched for in board titles and board descriptions.
  • Boards which don’t belong to a board group will not be filtered, but are always displayed.

Notes

  • Board groups can only be created and edited by global admins or by project admins.
  • When a board is assigned to a project in the Administration panel later, it will first appear in the Boards Without Group area in the Boards tab. It can be assigned to a board group using Drag&Drop.

Project Templates (Board Templates Tab)

Menu → Projects → Select project → Board Templates tab

Information

  • In the Board Templates tab, the templates of the currently opened project are displayed.
  • They are labelled as board templates with the icon .
    • On the icon, there is a tooltip which indicates how many boards have already been created out of the template.
  • The board templates can be sorted into template groups.
  • Via the placeholder board card Create New Template, new templates can be created within a project and within a template group.

Template Groups

Information

  • By default, an empty group Templates is displayed for new projects.
  • If needed, new template groups can be created to sort the board templates (e.g. by project stages or departments).
  • The templates groups as well as the board templates themselves can be arranged in the Projects panel using Drag&Drop.

Create a new template group

  • Menu → Projects → Select project → Board Templates tab
  • Click Add New Group.
  • Enter a title for the template group.
  • Click Create.

Edit template group

  • Menu → Projects → Select project → Board Templates tab
  • Via , the template group menu with further options can be opened.
  • Via Always Hide/Display Templates, the board templates of the template group can be displayed/hidden by default.
    • Templates can still be moved into a collapsed template group using Drag&Drop.
    • Via , the board templates of a template group can be hidden and via , they can be displayed again.
  • In the Settings area, the title of the template group can be edited. The template group can also be locked.
    • No templates can be added to locked template groups.
  • By clicking Delete Template Group, a template group can be deleted.
    • You will be asked which other template group the board templates of the group should be assigned to instead.
    • The last template group cannot be deleted.

Filter Board Templates

  • Menu → Projects → Select project → Board Templates tab
  • Enter a search term into the filter field in the upper right corner in order to display only board templates which contain the search term.
    • The search term will be searched for in board template titles and board template descriptions.
  • Board templates which don’t belong to a template group will not be filtered, but are always displayed.

Notes

  • Template groups can only be created and edited by global admins or by project admins.
  • When a board is assigned to a project in the panel Administration later, it will first appear in the Templates Without Group area in the Board Templates tab. It can be assigned to a template group using Drag&Drop.

Project Members (Members Tab)

Menu → Projects → Select project → Members

Information

  • In this area, members can be added to or removed from the project and the permissions of the individual members can be edited.

Note

  • The members of the projects will automatically be added to all newly created boards of the project.

Project Settings (Settings Tab)

Menu → Projects → Select project → Settings

Information

  • In the Settings tab, the settings of the project can be managed.
  • By clicking the Delete Project button, the project can be deleted.

Procedure

  • Perform the required changes in the Settings area (e.g. changing the title or the project key).
  • Click Save.

Details

  • The regular expression for the project key pattern can be edited in the Administration panel.
  • The comment format template defines in which format time recording comments will be synchronized from PLANTA pulse to PLANTA project.
    •  This setting is only relevant for PLANTA Hybrid projects and is only displayed for these projects.
    • The comment format template can also be edited globally in the Administration panel in the Settings tab → Time Recording Settings.
  • In the Detailed Description field, a more detailed description of the project can be entered.
  • 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.
    • The listbox is displayed only when the parameter of the same name in the Administration panel has been activated.

Notes