Projects

Projects contain all the work, routines, assets, and users needed to deliver a specific project. Projects live inside an Organisation.

New Projects

New projects are created with the first user as an Admin, the Project Routine is disabled, and the following set of defaults:

• Calendars

• Delay Reasons

• Packages

Project Settings

Aside from the Gantt and Map, Projects can hold other information for administration purposes.

Setting	Description
Project Name	Custom Project Name
Project Logo	Upload a PNG or JPEG as a Custom Project Logo to be used on Gantt & Map print-outs (optional)
Sector	Project sector (optional)
Form of Contract	Type of contract (optional)
Project Value	Value of the project (optional)
External Project ID	Custom ID used for business reference (optional)
Project Location	Entering a Location for a Project enables the Weather feature. Based on your Location, the weather for the upcoming week is visible on the Gantt.

Project Permissions

Task Status

Projects can control who can edit Task Status from Project Settings.

Option	Description
Admins Only	Editing Task Status is restricted to Admins Only
Admins & Owners	Editing Task Status is restricted to Admins and Task Owners
Admins, Owners & Assignees	Editing Task Status is available to Admins, Task Owners & Task Assignees

Regress Task Status

Additionally, if Admin & Owners, or Admins, Owners & Assignees is selected, Projects can control the direction of Status changes to make sure their commitments can't be undone.

Option	Description
True	Standard and Lite Users can regress Task Status. E.g: Planned > Promised or Done Promised > Done or Planned Done > Planned or Promised
False	Standard and Lite Users cannot regress Task Status. E.g Planned > Promised or Done Promised > Done

Create and Manage Folders

Projects can control who can edit Create and *Manage Folders from Project Settings.

Option	Description
Admins Only	Creating and Managing Folders is restricted to Admins Only
Admins & Standard Users	Creating and Managing Folders can be done by Admins and Standard Users

*Managing Folders includes editing all properties (name, code, colour, position) and the ability to delete folders. It does not include the permission to change Folder Protection State. This will always be reserved for Admins Only.

Create Root Folders

Additionally, if Admin & Standard Users have permission to Create & Manage Folders, Projects can disable the option for Standard Users to create Root Folders .

Option	Description
True	Standard Users can create Root Folders
False	Standard Users cannot create Root Folders. (Subfolders can still be created)

Create & Manage Blockers

Projects can control who can edit Create and *Manage Blockers from Project Settings.

Option	Description
Admins Only	Creating and Managing Blockers is restricted to Admins Only
Admins & Standard Users	Creating and Managing Blockers can be done by Admins and Standard Users

*Managing Blockers includes editing all properties (name, category, colour, automated due date) and the ability to archive & delete Blockers.

Create & Manage Tags

Projects can control who can edit Create and *Manage Tags from Project Settings.

Option	Description
Admins Only	Creating and Managing Tags is restricted to Admins Only
Admins & Standard Users	Creating and Managing Tags can be done by Admins and Standard Users

*Managing Tags includes editing all properties (name, colour) and the ability to archive & delete Tags.

Transferring Projects

Projects can be transferred from one Organisation into a different Organisation (within the same data region).

All data inside a transferred Project is preserved. Transferring a Project impacts the Project URL, leaving any prior URLs to Published Versions and Shared Plans invalid.

If the users on the Project do not already exist as a User inside the Destination Org, they will be automatically invited as Standard Organisation Users.

In order to start a Project transfer, the user initiating must be an Organisation Admin in both Organisations.

Archiving Projects

If a project is Archived, it is no longer accessible to any users and will not appear in the Project list. Archived Projects can be restored at any time.

Archived Projects can be permanently deleted. All project data will be deleted without any possibility of being restored.