# Epic PIR-32 - Automation to create PM²/PMflex artefacts

Project: Project Inititation Requests
Status: closed
URL: https://community.openproject.org/work_packages/PIR-32

## Detailed specification

### Motivation and background information

### Acceptance criteria

*   For each artefact a work package type is defined.
    
*   For each type a set of project attributes and related work packages (embedded tables) can be defined globally
    
*   As soon as one project attributes is added to a work package type and active in the project there is a tab "Project attributes" in the work packages detail page
    
*   There is a pdf export which combines project attributes with the work package content
    
    *   Related work packages (embedded tables)
        
    *   Work package attributes
        
*   The PDF export is automatically saved in the project folder.
    
*   Project attributes are truncated in the tab. They can be expanded.
    
*   Project attributes can be edited in a distraction free modal.

### Out of scope

*   A navigation pane that allows to navigate through the document.

| Attribute | Value |
| --- | --- |
| Mockups | https://www.figma.com/design/OjbzHDwgUUECAJQaSlVF7m/Artefacts?node-id=592-11373&t=cD031Ntw0Ii2oYuU-4 |

## Planning

| Attribute | Value |
| --- | --- |
| Roadmap | 2026 Q4 |
| Date |  |
| List | PM² PMflex |
| Target versions | 18.0.0, 17.7.0 |
| Relevance |  |

## Subitems

| ID | Type | Subject | Status | Assignee | Target versions | Project | Priority | Spent time |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| DREAM-710 | Feature | Show project attributes as separate tab in a WorkPackage | closed |  | 17.7.0 | Stream Design System | High |  |
| DREAM-711 | Feature | Extend WorkPackage export to include PMflex artefacts export | closed |  | 17.7.0 | Stream Design System | Medium |  |
| DREAM-763 | Feature | Automatically upload PDF artefacts to project folder in Nextcloud or as work package attachment | closed |  | 17.7.0 | Stream Design System | Medium |  |
| OP-19887 | Feature | Global default settings for PDF exports by type | closed |  | 17.9.0 | OpenProject | Medium |  |
| OP-19987 | Feature | PMflex Artefact PDF: Include project phases and budgets | closed |  | 17.9.0 | OpenProject | Medium |  |
| OP-20043 | Feature | Include Wiki page into PMflex artefact export | merged |  | 18.0.0 | OpenProject | Medium |  |

## Bugs and other work packages

_No work packages_

## Details

| Attribute | Value |
| --- | --- |
| Module |  |
| Enterprise plan | Community (COM) |
| Labels |  |

## People

| Attribute | Value |
| --- | --- |
| Assignee |  |
| Accountable |  |
| Product manager |  |
| Designer |  |
| Developers |  |
| Requested by |  |
| Interest by |  |

## Estimates and progress

| Attribute | Value |
| --- | --- |
| Work |  |

## Description

**As** a project portfolio manager  
**I want to** provide my project teams an easy way to create project business cases and project charter  
**so that** the teams can focus more on the project work instead of writing documents.