Creating a new project from scratch#

wsman sysman sysadmin

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

  1. To create a new project, alternatively

    1. go to Perspective Task Management > Item Overview and there in the very top left to Workspaces. Use the context menu (right mouse click) to create a new workspace or sub-workspace.

    2. go to Perspective Project Management > Gantt Chart and there in the very top left to Workspaces. Use the context menu (right mouse click) to create a new workspace or sub-workspace.

    3. go to Perspective Administration > Workspaces > Add Workspace or Perspective Administration > Workspaces > Add Sub-Workspace

  2. Fill out 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 definitely have the item type “Task” (or another type with type flag “Task”) activated. Only items of this type are displayed in the Gantt chart.

    2. A workspace has a workspace status, which determines its visibility to regular users and what can be done in this workspace. For more information, see Archive Workspace.

    3. Upload a suitable avatar image in SVG format or as PNG (32x32 pixels or more).

    4. Links help you to create relationships between items, e.g. end-start relationships in classical project management or “is implemented by” relationships between requirements or user stories and the implementing tasks. For more information on links (see Linking Items).

      Hint

      You must have item links activated so that you can later equip projects in the Gantt chart with dependencies!

    5. If your system has been configured for the use of 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 running number.

    6. You can activate versioning, with which you can manage documents in the wiki and in different versions compare and edit (see Version Management.

    7. If you want to plan and track efforts, activate the management for working time and material costs.

    8. Choose a base calendar for considering holidays and other non-working times.

  3. Select the tab Preset Values. The values set here are used when input masks do not contain the corresponding fields or when an item is to be created by email.

  4. You can link each workspace with an email account. If 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. So do not use the system-wide email inbox as a project-specific email account at the same time. This will lead to faulty behavior.

    Hint

    You must have set up the email account on your mail server before you use it here.

  5. Click on the “Save” button in the toolbar.

Your project or workspace is now configured to create and manage items. To make the workspace accessible, you must assign permissions to team members via roles (see Assign Roles).