Creating a New Project#

In Allegra, a project corresponds to a workspace. Subprojects are represented by subworkspaces. In order to create a project at the top hierarchy level, you must have the system role “System Administrator” or “System Manager”. To create subprojects, it is sufficient if you have a workspace role with project administrator rights in the parent project. You have three options to create a new project:

  • You create a new project from scratch (see Creating a new project from scratch)

  • You copy an existing project

  • You create a new project from a workspace template (project template)

Each project is of a certain workspace type, from which it inherits many of its configuration settings. By configuring workspace types, you can centrally change the configuration of all dependent projects or workspaces at any time.

  • Creating a new project from scratch

    Since each item must be assigned to a workspace or project, you can only use the system if at least one such workspace has been created and you have a role with appropriate rights in it.

  • Creating a Project by Copying

    Since each item must be assigned to a workspace or project, you can only use the system if at least one such workspace has been created and you have a role with appropriate rights in it. You can create a new project by copying an existing one.

  • Create a Project from a Template

    You can create a new workspace based on a workspace template. The procedure is similar to copying a project.

  • Registration of Team Members

    Before someone can work on a project, they must be known to the system as a user. A system manager can perform registration. If self-registration is allowed, users can also register themselves.

  • Assigning Roles to Team Members

    Before someone can do something in a workspace or project, they must be assigned at least one role for this workspace. Roles are associated with permissions such as being allowed to modify items or create new items.