3.01 - Creating a project

3.1.1 Creating with [Add] button

The creation procedure is as follows:

1. [Add] opens a pop-up window "Add a Project".

2. Fill the mandatory field "Name" in.

3. Click on [Add] or [Add another] to create another one in a row.

4. The project is created and displayed in the projects table. All fields of the pop-up window are editable after the creation of this project.

FOCUS: Project template

The checkbox ‘Project template’ permits to add this project in the project template list, reachable via the button [Create from a template]. An icon is visible in the dedicated column in the projects table when the checkbox is selected.

‘Project template’ can be transformed into a plain project (click on the button [Turn into a plain project] in the project details workspace page).

3.1.2 Creating from a template

Prerequisite: Having yet created a template with [Add a template] button

1. Click on the [Add] button

2. Fill the mandatory field "Name" in

3. Select the template in the drop down menu "Project template".

4. Click on [Add].

5. Configure the parameters (Copy permissions, Copy custom fields, Copy bugtracker binding, Copy automated projects).

6. The project is created and displayed in the projects table. All the fields of the pop-up are modifiable after the creation.

FOCUS

The template parameters that can be copied to the new project are:

• • permissions

  • custom fieds

  • bugtracker binding

  • automated projects

  • custom info lists

  • milestones

  • execution parameters

  • optional execution statuses

  • plugins

During the creation of a project and when a template was selected in the "Project template" field, it is possible to maintain the link between the template and the project which is being created, by ticking Keep the link with the template.

If the link is preserved, then the custom fields, custom info lists , execution parameters as well as the optional execution statuses will be reused, following the template (reusing other parameters is up to your choice).

When the link between the template and the project is preserved, then any modification made on the template will also appear on the project you associated it with.