Creating a project completely from scratch#

wsman sysman sysadmin

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

You must be logged in as a system administrator or system manager if you want to create a project at the top hierarchy level. You can create sub-workspaces or subprojects for workspaces for which you have workspace administrator rights.

To create a new project, you can alternatively
1. go to the Task management perspective > Items and click Workspaces at the very top. Use the context menu (right-click) to create a new workspace or sub-workspace.
2. go to the Project management perspective > Gantt chart and click Workspaces at the very top. Use the context menu (right-click) to create a new workspace or sub-workspace.
3. go to Administration > Workspaces > Add workspace or the Administration perspective > Workspaces > Add sub-workspace
Fill in the forms on the first tab (“Basic settings”). Use the context help if you are unsure about the meaning of an entry.
1. Choose a suitable workspace type. This largely determines the configuration of the new workspace. Large parts of your new workspace configuration (see Workspace types).
  
  Hint
  
  The selected workspace type must in any case have the item type “Task” (or another type with the type flag “Task”) enabled. Only items of this type are displayed in the Gantt chart.
2. A workspace has a workspace status that determines its visibility for regular users and what can be done in this workspace. You can find more information under Archiving a workspace.
3. Upload a suitable avatar image as a PNG (32x32 pixels or larger).
4. Links help you create relationships between items, e.g. finish-to-start relationships in classic project management or “is implemented by” relationships between requirements or user stories and the tasks that realize them. For more information on links (see Linking items).
  
  Hint
  
  You must have item links enabled so that you can later add dependencies to projects in the Gantt chart!
5. If your system has been configured to use workspace-specific item numbers, you must enter a globally unique prefix such as “TRP” for each workspace. The item number for an item is then formed from the prefix, followed by a hyphen and a sequential number.
6. You can enable versioning, which lets you manage documents in the wiki and compare and edit them in different versions (see Version management.
7. If you want to plan and track efforts, enable management for working time and material costs.
8. Choose a base calendar to account for public holidays and other non-working times.
Select the Default values tab. The values set here are used when forms do not contain the corresponding fields or when an item is to be created by email.
You can link any workspace to an email account. When an email is sent to this account, the system creates a new item. See Incoming email connection for more information.

Hint

Always use an email account for only one workspace. For example, do not use the system-wide email inbox at the same time as a project-specific email account. This will lead to incorrect behavior.

Hint

You must have set up the email account on your mail server before you use it here.
Click the “Save” button in the toolbar.

Your project or workspace is now configured for creating and managing items. To make the workspace accessible, you must assign permissions to team members via roles (see Assigning roles).