You can use the system to create and manage projects for different purposes, accessible to different audiences in your company.
There are three main project types:
Regular Projects
Private Projects
Project without DPD/Target Deadline
Note: When you create a project, you can specify if it's a “production project”, “collection project”, “installation project”, and so on.
Regular Projects
Regular projects are the most commonly used projects for managing different types of activities.
By default, regular projects are accessible to those involved in their completion, as well as users with the necessary user roles.
You can create and build Regular Projects in two ways:
By using a process template
By adding manually milestones
Tip: You can limit access to a certain project by adjusting a user's premissions.
Regular Projects with Process Templates
Creating a project by using a process template is fast and simple. Process templates are created in advance and you can use the same template to build many projects that follow the same workflow.
Regular Projects without Process Templates
If you want to start from scratch or do not have a process template ready, add manually, one-by-one, all project steps (milestones) that cover the creation of your product. This approach is particularly useful in cases when you’re uncertain about the steps (the milestones) and deadlines of your project. Start by adding only the milestones that you are certain about, and add the rest when you know more.
See also: Structuring projects.
Private Projects
Private projects are best suited for personal use and to manage your personal agenda. Unlike regular projects, when you create a private project, you are the only one with access to the information stored in them.
Tip: You might be the only one with access to your private projects, but you can still assign tasks to other users. However, task assignees would have access only to their tasks, and won’t be able to access your private project.
Projects without DPD/Target deadline
Normally, when you create and plan regular and/or private projects, setting a Target Deadline and Days to Project Deadline (DPD) for your milestones is an essential element.
However, you can work with projects that have milestones without target deadlines/DPD. The best use case for such projects is when you know the project steps but not their timing. To manage such projects, set a Dynamic Reminder for the actionable milestones.
Note: A milestone's target deadline and DPD are interconnected. Setting a target deadline would set the milestone’s DPD, and vice versa.
Additionally, you can create process templates without DPDs and use them to build projects with the same milestones, but the milestones’ target deadlines vary from project to project. Then you can set milestone target deadlines for each particular project.
Next: Managing projects