# Feature PIR-52 - Button to create a project from the subitem widget in a portfolio overview with pre-selected templates

Project: Project Inititation Requests
Status: closed
URL: https://community.openproject.org/work_packages/PIR-52

## Planning

| Attribute | Value |
| --- | --- |
| Date |  |
| Priority | Medium |
| Target versions | 17.0.0 |
| List |  |
| Roadmap |  |
| Relevance |  |

## OPEN POINTS / FEEDBACK

_No work packages_

## Features and Chunks

_No work packages_

## Bugs and other work packages

| ID | Type | Subject | Status | Assignee | Target versions | Spent time | Module |
| --- | --- | --- | --- | --- | --- | --- | --- |
| PIR-90 | Bug | Portofolio subitem button does not show 'Portfolio' as an option | rejected |  | 17.0.0 |  | Modules and project features / Project creation, Modules and project features / Project overview / Dashboard |

## Technical Details

| Attribute | Value |
| --- | --- |
| Module | Modules and project features / Project overview / Dashboard, Modules and project features / Project creation |
| Feature Flag |  |
| Requires doc change | Yes |
| Enterprise plan |  |

## Details

| Attribute | Value |
| --- | --- |
| Pull preview |  |
| Mockups | https://www.figma.com/design/kjzHe0qOLme1LXCjLoTBFV/Overview-and-Dashboard?node-id=1359-1436&t=2Odgl1qdgwzew9Mm-4 |

## People

| Attribute | Value |
| --- | --- |
| Assignee |  |
| Accountable |  |
| Product manager |  |
| Developers | Oliver Günther |
| Designer |  |
| Signed off by |  |
| Interest by |  |

## Estimates and progress

| Attribute | Value |
| --- | --- |
| Work |  |
| Labor costs |  |

## Description

**As** a portfolio manager  
**I want to** provide the applicants an easy way to create a project initiation request  
**so that** I have all relevant infos for a program in one place.

<img class="op-uc-image op-uc-image_inline" src="/api/v3/attachments/894157/content">

# **Acceptance criteria**

  - There is a new setting in the portfolio (`Project settings` -\> `Subitems`) which allows to select a default template for
    
      - sub projects
    
      - sub programs (if the workspace is a portfolio)
    
      - sub portfolios (if the workspace is a portfolio)
    
      - This setting is optional, so it can be unset.

  - There is plus button in the widget "Subitems" (when the permissions are set).
    
      - It is an action menu with two options: "Program", "Project", "Portfolio"
    
      - Portfolios show all three options, where as Programs and Projects only show "Project"
    
      - The items link to the second step of the workspace creation pages with
        
          - the parent id predefined to the current project
        
          - the template predefined to the selected default
            
              - In case there is no template defined it shows the template selection.

  - When pressing other "create projects" buttons in the project context, the parent and template should also be pre-filled, e.g
    
      - Top bar create button
    
      - Blankslate create button of Subitems widget

  - When there is no template selected, you see the first page of the "New project/program/portfolio" screen as before

## Open

  - The templates are only visible to members. So what happens if you as a project admin select a template that is not visible to the user creating the subelement?
    
      - *For now, the template preselection will simply fail if it's not visible, and by that fall back to regular project creation. It's as if you pass in a wrong template ID to the URL*

<br>

**Technical notes**

  - 
    <br>

**Permissions and visibility considerations**

  - The plus button is shown if the permission to create sub-projects exist.

**Translation considerations**

  - *Key terms and phrases in the key languages* 

**Out of scope**

  - Adding existing projects as sub-items.