Content
View differences
Updated by Rosanna Sibora about 14 hours ago
General
* provide the listed templates as a project template within OpenProject
* integrate the templates in a out-of-the-box OpenProject setup
Content of project templates (draft / in specification)
**1\. Basic agile software development template**
**Target users:** Small to mid-size software development teams practicing Scrum or Kanban.
* Modules: Backlog, Boards, Work Packages, Roadmap, Document, Gantt, Activity, GitHub, Meetings
* Work package types: Epic, User Story, Task, Bug, Spike
* Boards: pre-configured kanban board
* Statuses: New, In Progress, In Review, Done, Rejected
* Work package views (TBD)
* Dashboard
* Graphs (TBD)
* Roles: Product Owner, Product Manager, Scrum Master, Developer, QA, Project Admin
* Work package forms & custom fields (TBD)
**2\. SAFe template (Portfolio + ARTs)**
**Target users:** Large enterprises operating at scale using SAFe.
* Modules: Backlog, Boards, Work Packages, Roadmap, Document, Gantt, Activity, GitHub, Team Planner, Time & Cost, Budget, Calendars, Meetings
* Hierarchy: Portfolio -> ARTs (Programs) -> Teams (Projects)
* Work package types
* portfolio level (TBD): Strategic Theme (?), Portfolio Epic (?), Enabler (?), Risk, Dependency
* ART level (TBD): Epic, User Story, Task, Bug, Spike, Risk, Dependency
* Team level (TBD): Epic, User Story, Task, Bug, Spike, Risk, Dependency
* Statuses (TBD)
* Boards:
* pre-configured kanban boards on each level
* dependency boards on each level
* risk boards on each level
* Program Increment (PI) board configuration + PI as custom field
* Roles: Business Owner, Release Train Engineer (RTE), Product Manager, Product Owner, Developer
* Forms & custom fields: to be defined
* Work package views
* PI scope
* dependencies
* risks
* Dashboard
* Graphs (TBD)
* Work package forms & custom fields (TBD)
* separately templates for SAFe projects in the hierarchy in order to allow adding new ARTs (program) and teams (project)
* ART (program) template
* Team (project) template
* \[open\] can we currently offer project structures (portfolio, program, project) as a template or only single projects? If only single projects, then we would need three separate project templates for SAFe in order to mirror the project hierarchy
**3\. Basic waterfall template**
**Target users:** Teams managing structured, sequential projects with clearly defined phases and deliverables.
* Modules: Gantt Chart, Work Packages, Wiki, Documents, Activity, Time & Cost, Budget, Calendars, Meetings
* Work package types: Phase, Task, Milestone, Risk, Deliverable, Summary Task
* Default phases: Initiation, Planning, Execution, Monitoring & Control, Closure
* Statuses: Not Started, In Progress, On Hold, In Approval, Approved, Completed, Cancelled
* Gantt chart preconfigured with phase dependencies
* Work package views (TBD)
* Dashboard
* Graphs (TBD)
* Roles: Project Manager, Project Sponsor, Team Member, Stakeholder
* Work package forms & custom fields (TBD)
**4\. Non-tech project template**
**Target users: Business, marketing, HR, operations, and other non-technical teams.**
For now only one template. In future we could consider adding specific templates per department (e.g. marketing, HR etc.).
* Modules: Work Packages, Calendar, Wiki, Documents, Backlog (?), Boards, Gantt, Meetings
* Work package types: Task, Summary Task, Approval, Milestone
* Statuses: Open, In Progress, Waiting for Input, In approval, Approved, Done, Cancelled
* Boards: Kanban board
* Work package views (TBD)
* Dashboard
* Graphs (TBD)
* Roles: Project Lead, Team Member, Stakeholder
* Work package forms & custom fields (TBD)
**5\. OKR template**
**Target users:** Leadership teams, strategy departments, and any team running quarterly or annual goal-setting cycles using the OKR (Objectives & Key Results) framework.
* Modules: Work Packages, Documents, Activity, Boards, Gantt, Meetings
* Work package types: Strategic Initiative, Objective, Key Result
* Dashboard
* Graphs (TBD)
* Statuses: Draft, Active, On Track, At Risk, Off Track, Achieved, Missed, Completed
* Custom fields: Complete (%), OKR cycle (e.g. Q1 2026)
* Work package views (TBD)
* Roles: OKR Champion, Objective Owner, Key Result Owner, Stakeholder
* Work package forms & custom fields (TBD)
* provide the listed templates as a project template within OpenProject
* integrate the templates in a out-of-the-box OpenProject setup
Content of project templates (draft / in specification)
**1\. Basic agile software development template**
**Target users:** Small to mid-size software development teams practicing Scrum or Kanban.
* Modules: Backlog, Boards, Work Packages, Roadmap, Document, Gantt, Activity, GitHub, Meetings
* Work package types: Epic, User Story, Task, Bug, Spike
* Boards: pre-configured kanban board
* Statuses: New, In Progress, In Review, Done, Rejected
* Work package views (TBD)
* Dashboard
* Graphs (TBD)
* Roles: Product Owner, Product Manager, Scrum Master, Developer, QA, Project Admin
* Work package forms & custom fields (TBD)
**2\. SAFe template (Portfolio + ARTs)**
**Target users:** Large enterprises operating at scale using SAFe.
* Modules: Backlog, Boards, Work Packages, Roadmap, Document, Gantt, Activity, GitHub, Team Planner, Time & Cost, Budget, Calendars, Meetings
* Hierarchy: Portfolio -> ARTs (Programs) -> Teams (Projects)
* Work package types
* portfolio level (TBD): Strategic Theme (?), Portfolio Epic (?), Enabler (?), Risk, Dependency
* ART level (TBD): Epic, User Story, Task, Bug, Spike, Risk, Dependency
* Team level (TBD): Epic, User Story, Task, Bug, Spike, Risk, Dependency
* Statuses (TBD)
* Boards:
* pre-configured kanban boards on each level
* dependency boards on each level
* risk boards on each level
* Program Increment (PI) board configuration + PI as custom field
* Roles: Business Owner, Release Train Engineer (RTE), Product Manager, Product Owner, Developer
* Forms & custom fields: to be defined
* Work package views
* PI scope
* dependencies
* risks
* Dashboard
* Graphs (TBD)
* Work package forms & custom fields (TBD)
* separately templates for SAFe projects in the hierarchy in order to allow adding new ARTs (program) and teams (project)
* ART (program) template
* Team (project) template
* \[open\] can we currently offer project structures (portfolio, program, project) as a template or only single projects? If only single projects, then we would need three separate project templates for SAFe in order to mirror the project hierarchy
**3\. Basic waterfall template**
**Target users:** Teams managing structured, sequential projects with clearly defined phases and deliverables.
* Modules: Gantt Chart, Work Packages, Wiki, Documents, Activity, Time & Cost, Budget, Calendars, Meetings
* Work package types: Phase, Task, Milestone, Risk, Deliverable, Summary Task
* Default phases: Initiation, Planning, Execution, Monitoring & Control, Closure
* Statuses: Not Started, In Progress, On Hold, In Approval, Approved, Completed, Cancelled
* Gantt chart preconfigured with phase dependencies
* Work package views (TBD)
* Dashboard
* Graphs (TBD)
* Roles: Project Manager, Project Sponsor, Team Member, Stakeholder
* Work package forms & custom fields (TBD)
**4\. Non-tech project template**
**Target users: Business, marketing, HR, operations, and other non-technical teams.**
For now only one template. In future we could consider adding specific templates per department (e.g. marketing, HR etc.).
* Modules: Work Packages, Calendar, Wiki, Documents, Backlog (?), Boards, Gantt, Meetings
* Work package types: Task, Summary Task, Approval, Milestone
* Statuses: Open, In Progress, Waiting for Input, In approval, Approved, Done, Cancelled
* Boards: Kanban board
* Work package views (TBD)
* Dashboard
* Graphs (TBD)
* Roles: Project Lead, Team Member, Stakeholder
* Work package forms & custom fields (TBD)
**5\. OKR template**
**Target users:** Leadership teams, strategy departments, and any team running quarterly or annual goal-setting cycles using the OKR (Objectives & Key Results) framework.
* Modules: Work Packages, Documents, Activity, Boards, Gantt, Meetings
* Work package types: Strategic Initiative, Objective, Key Result
* Dashboard
* Graphs (TBD)
* Statuses: Draft, Active, On Track, At Risk, Off Track, Achieved, Missed, Completed
* Custom fields: Complete (%), OKR cycle (e.g. Q1 2026)
* Work package views (TBD)
* Roles: OKR Champion, Objective Owner, Key Result Owner, Stakeholder
* Work package forms & custom fields (TBD)