Top Menu

Jump to content
    Global modules

    Global modules

    • Home
    • Projects
    • Activity
    • Work packages
    • Gantt charts
    • Calendars
    • Team planners
    • Boards
    • News
    Home
    Home
Help
    Getting started
    • Introduction video
  • Help and support
    • Upgrade to Enterprise edition
    • User guides
    • Videos
    • Shortcuts
    • Community forum
    • Enterprise support
  • Additional resources
    • Data privacy and security policy
    • Digital accessibility (DE)
    • OpenProject website
    • Security alerts / Newsletter
    • OpenProject blog
    • Release notes
    • Report a bug
    • Development roadmap
    • Add and edit translations
    • API documentation

User menu

Sign in
Forgot your password?

or sign in with your existing account

OpenProject ID Google

Side Menu

Collapse project menu

  • Overview
  • Activity
    Activity
  • Roadmap
  • Work packages
    Work packages
  • Gantt charts
    Gantt charts
  • Wiki

Content

Expand project menu

Updated by Marc Alcobé 23 days ago

**Acceptance criteria**

* The creation of portfolios, programs is possible through:

* From inside
~~In the `Portfolios` module, users can create portfolios through top menu, add the `+ Portfolio` button.

* From inside the `Project lists` module now renamed
option to `Workspace lists` available, where a + Add dropdown is available with the options to create `Portfolios`, `Programs`, "Program" and `Projects`. The dropdown should adapt depending on "Portfolio" alongside the user permissions and transformed to a `+ Project` button if already existing "Project"~~ (Another placement of the user can only do that.

creation trigger is being sought after)

* Have specific global permissions for creating `Program` "Program" and `Portfolio` is needed to create those.

"Portfolio"

* Clicking on either of the options option takes the user to the create form

* The form is the same currently used for projects

* Phrasing of the elements are changed according to the type

* \[open\] which other ways to add a "Program" and "Portfolio" are to be added:

*
The `+ Project` "+ Project" button in the project list

* The "+ Project" button in the project
dropdown (now used for all workspaces) should be removed together with the `Project lists` button.



* The `+ Subprojec`t "+ Subproject" button in the project settings should still be available to create subprojects.

administration

* Hide functionality behind a feature flag. flag


**Out of scope**

* There isn't a possibility to change the type after creation. This is intended. intended

* Created programs and portfolios and program will be displayed same as project, e.g in the project dropdown (<mention class="mention" data-id="66307" data-type="work_package" data-text="##66307">##66307</mention>)

* The subproject selection does not differentiate between which type of workspace is eligible to become parent to a workspace (<mention class="mention" data-id="66308" data-type="work_package" data-text="##66308">##66308</mention>) (##66308)

* e.g. for now, a project can become the parent of a portfolio

* The API for now displays all workspace types equally

* wp to change this to be opened

* Any change to the quick add menu in the top navigation bar.



&lt;br&gt;

Back

Loading...