Project Management

Add a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Click + New project.
4. Fill in the fields. The fields with the asterisk are required.
5. Under the Modules section, select the modules, which you want to see in the project.
6. Click CREATE.

To check the created project, click Projects in the left navigation bar. Then use the filter field to search for the project.

Archive project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Use the search field to search for a required project.
4. Click the lock icon next to the project you want to archive.
5. When prompted, click OK confirming that you want to archive the project.

To find the archived project:

1. In the left navigation bar, click Projects.
2. Under the Filters section, click the Status dropdown menu and select archived.
3. Click APPLY.

Unarchive a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Under the Filters section, click the Status dropdown menu and select archived.
4. Click APPLY.
5. Click the lock icon next to the project you want to unarchive.

Delete a project

If you delete a project, you will not be able to restore it.

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click the trash bin icon next to the project you want to delete.
5. Confirm that you want to delete the project, check the box next to Yes, and click DELETE.

Edit a project information

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Edit its information.
6. Click SAVE.

Add a member to a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Members tab.
6. Click + New member.
7. Search for a required user and check the box next to their name.
8. Select a required role for the user.
9. Click ADD.

Delete a member from a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Members tab.
6. Click the trash bin icon next to the user you want to delete.

Change a member role in a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Members tab.
6. Click the pencil icon next to the user whose role you want to change.
7. Select a required role and click SAVE.

Add a new version to a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Versions tab.
6. Click + New version.
7. Give the version a name.
8. (Optional) Add a description, a wiki page, and a due date.

9. (Optional) Click the Sharing dropdown and select a required option. The sharing option allows you to share the version with other projects so that issues from these other projects can be assigned to the shared versions. Each version can be shared with:

   • With subprojects. All the descendant projects.
   • With project hierarchy. Ancestors + descendants (needs versions management permission on the root project).
   • With project tree. Root project + all its descendants (same as above).
   • With all projects. Can be set by admin users only.

10. Click CREATE.

Edit a version in a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Versions tab.
6. Apply filters to search for a required version.
7. Click the pencil icon next to the version you want to edit.
8. Edit the version information.
9. Click SAVE.

Delete a version from a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Versions tab.
6. Apply filters to search for a required version.
7. Click the trash bin icon next to the version you want to delete.
8. When prompted, click OK confirming that you want to delete the version.

Add an issue category to a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Issue categories tab.
6. Click +New category.
7. Give the category name.
8. From the Assignee dropdown menu, select a member you want to assign the category.
9. Click CREATE.

Edit an issue category in a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Issue categories tab.
6. Click the pencil icon next to the category you want to edit.
7. Edit the issue category information.
8. Click SAVE.

Delete an issue category from a project

1. On the VNCdirectory homepage, click Directory.
2. In the left navigation bar, click Projects.
3. Apply filters to search for a required project.
4. Click a required project.
5. Go to the Issue categories tab.
6. Click the trash bin icon next to the category you want to delete.
7. When prompted, click OK confirming that you want to delete the category.