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Project Management

Project

Quick overview of Project

A project is a collection of tickets. Projects are useful for coordinating product development, monitoring a project, help desk management, and more, depending on your requirements. In addition, a project can be customized to meet the needs of your team.

To access all existing projects, navigate to Projects > Projects.

The projects list shows all active projects by default. An admin can create new projects in this list and do other administrative operations.

Customize the project's layout

You can change how the projects are displayed by changing the view and columns shown.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. In the header, tap the filter icon

  4. Under the View dropdown menu, select the preferred option:

    • Table view is where each project is a row and its details are in columns (similar to a spreadsheet).
    • Hierarchical view is used to display hierarchical data (parent-child relationships) in an easy-to-understand, clear view.

  5. To show/ hide columns in the table view, tap the columns customization icon and switch the toggle on/ off next to the required columns.

  6. Tap Apply.

Create a project

Projects can be created by administrators, or in some cases by non-administrator users, depending on the permissions given.

There are 2 ways to create a project.

Way 1. From the "Agile Board" page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to My page.
  3. Tap the plus icon and then select New project.

  4. Under the Basic Info section, fill in the following fields:

    • Name. The field should contain a project name.
    • Description. The description appears on the project overview.
    • Identifier. Identifier is used by the application for various things (eg. in URLs). It must be unique and cannot be composed of only numbers. Once the project is created, this identifier cannot be modified.
    • Homepage. Homepage link that appears on the project overview.
    • Subproject of. If creating a subproject, choose a parental project to assign to (if at least one project is already created).
    • Subproject type. Define a project type.
    • Public. Check the box next to the Public if you want the project can be viewed by all the users.
    • Inherit members. Check the box next to the Inherit members if you want to add members from the parent project automatically.

  5. Tap the down arrow next to Advanced Settings and customize additional sections:

    • EVM data.
    • Products.
    • Modules. Check the boxes next to the modules to be added to the project.
    • Trackers. Check the boxes next to the trackers to be used in the project.
    • Custom fields. Check the boxes next to the custom fields to be added to the project.

  6. Tap Create.

When the project is created, you land on the project detail page, where you can always edit the settings.

Way 2. From the "Admin > Projects" page (only by users with administrative rights).

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Admin.
  3. Select Projects.
  4. Tap the New project button.
  5. The further steps are the same as for the first way of creating a project.

Create a subproject

It is possible to use subprojects in VNCproject. Creating a subproject is a great option if you want to have smaller projects under the parent project to be able to aggregate the information into a common report.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Open a required project.
  4. In the upper right corner of the Overview page, tap the kebab menu icon .
  5. Select New subproject.

Edit a project

Members who have the necessary permissions in the project can customize the project on the projects' settings page.

There are 2 ways to edit a project.

Way 1. From the “Project list” page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Tap the kebab menu icon next to the project you want to edit.
  4. Select Settings from the dropdown menu.
  5. Use the chips on the top to navigate between the different project settings. Read the sections below for a description of each setting.

Way 2. From the “Overview” page.

  1. Open a required project.
  2. In the upper right corner of the Overview page, tap the kebab menu icon .
  3. Select Settings.

  • Project

You can edit all project options set at creation.

You can also select which Modules to include/ exclude. Disabling a module doesn't delete the associated data. It only prevents users from accessing it. After a module is disabled, it can be re-enabled with all its data. You can for example disable the 'Issue tracking' module for a single project. Existing issues are not deleted. You will be able to access them if you re-enable the module.

  • Members

From here, you can add/ delete project members and edit their roles. Project members can perform multiple roles on the same project.

  • Issue tracking

You can select the trackers that you want to use for issues of the project.

  • Versions

You can create a new version within a project and edit/ delete existing ones.

  • Issue category

You can create specific issue categories within the project. No categories are predefined. When categories are created, every new ticket within the project can be added to a category (additional fields appear in the form).

Creating a new issue category allows automatic issue assignment to a project member or a group upon creating issues of this type. Leave empty if you do not want an automatic assignment.

  • Repository

A repository can be associated with each project. Once the repository is configured, you can browse it and view the changesets.

  • Forums

Each project can have one or more discussion forums.

  • Time tracking

There are activities you can enable or disable by checking/ unchecking the box next to it.

Close a project

Close a project means that a closed project is still accessible like a regular project but nothing can be changed anymore. It is read-only.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Open a project you want to close.
  4. In the upper right corner of the Overview page, tap the kebab menu icon .
  5. Select Close from the dropdown menu.

Clone a project

There are 2 ways to clone a project.

Way 1. From the “Project Overview” page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Open a project you want to clone.
  4. In the upper right corner of the Overview page, tap the kebab menu icon .
  5. Select Clone from the dropdown menu.

  6. You will get the new project form prefilled with the settings of the copied project. On the bottom, under the Copy section, choose what should be also copied to your new project:

    • Members
    • Versions and Files
    • Issue categories
    • Issues
    • Custom queries
    • Documents
    • Forums
    • Wiki pages

  7. Tap Copy.

Way 2. From the "Admin > Projects" page (only by users with administrative rights).

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Admin.
  3. Select Projects.
  4. Tap Copy next to the project you want to clone.
  5. The further steps are the same as for the first way of cloning a project.

Archive a project

Projects can be archived by administrators, or in some cases by non-administrator users, depending on the permissions given.

To “Archive a project” means that it will no longer be active (every new project is active by default) and will no longer be visible to users (except administrators). This action also affects all its subprojects. Archived projects can be restored by an administrator.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Admin.
  3. Select Projects.
  4. Tap Archive next to the project you want to clone.

Delete a project

Projects can be deleted by administrators, or in some cases by non-administrator users, depending on the permissions given.

Deleting a project is irreversible and also affects all its subprojects.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Admin.
  3. Select Projects.
  4. Tap the trash bin icon next to the project you want to clone.

View the project's history

With an Activity view, you can keep track of what‘s going on in a Project.

There are 2 ways to view the history of all the activity that‘s happened in the project.

Way 1. From the "Projects > Activity" page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Tap the down arrow next to All Projects and select a required project.

  4. You will see all the activities that happened in the given project.

    • A new ticket has been created.
    • The status of the ticket has been changed.
    • The given ticket has been closed.
    • A comment to the ticket has been added.
    • news has been added to the news area.
    • A wiki page has been edited or newly created.
    • A new file has been added in the files area or to a document.
    • A new document has been added.
    • Some hours have been logged.

Way 2. By using the "Activity" button (only by users with administrative rights)

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Tap the kebab menu icon next to the required project.
  4. Select Activity from the dropdown menu.

Check spent time

On the "Spent time" page, you should see the amount of time spent working on tickets throughout the projects. From here, you can sort tickets by tapping on every column’s name, add spent time entries, delete entries, and modify existing ones.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Spent time.
  3. Tap the down arrow next to All Projects and select a required project.

Log time

You can log time log hours at the project level.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Spent time.
  3. Tap the Log time button.
  4. Fill in the date, hours you have spent on the project, comment, and type of activity.
  5. Tap Create.

Edit a time entry

You can add more time to an existing time entry.

There are 2 ways to edit a time entry.

Way 1. Using the pencil icon.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Spent time.
  3. Tap the pencil icon next to the time entry you want to edit.
  4. Make your changes.
  5. Tap Save.

Way 2. Using the "Edit" option from the dropdown menu.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Spent time.
  3. Tap the kebab menu icon next to the time entry you want to edit.
  4. Select Edit from the dropdown menu.
  5. The further steps are the same as for the first way of editing a time entry.

Delete a time entry

There are 2 ways to permanently delete a time entry.

Way 1. Using the trash bin icon.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Spent time.
  3. Tap the trash bin icon next to the time entry you want to delete.
  4. When prompted, tap Yes to confirm that you want to delete the time entry.

Way 2. Using the "Delete" option from the dropdown menu.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Spent time.
  3. Tap the kebab menu icon next to the time entry you want to delete.
  4. Select Delete from the dropdown menu.

Add an issue category

Issue categories ease the issue structure and improve its ability to be found quickly. Each Issue category can have an assignee, who is responsible for that category as a whole.

There are 2 ways to create an issue category.

Way 1. From the "Overview" page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Select a required project.
  4. In the bottom right corner, tap the plus button.
  5. Select New Category.
  6. Enter a name.
  7. (Optional) Add an assignee of this category.
  8. Tap Create.

Way 2. From the "Settings" page.

  1. Under the Description section, tap Settings.
  2. Select the Issue categories chip.
  3. Tap the New Category button.
  4. Enter a name.
  5. (Optional) Add an assignee of this category.
  6. Tap Create.

Ticket list

The Ticket list shows all existing issues. To see tickets belonging to a specific project, tap the down arrow next to All Projects and select the project. Every ticket has its own ID #.

To access all existing tickets, navigate to Projects > Tickets.

From the Tickets page, you can filter tickets, manage ticket list columns, perform bulk actions on tickets, and more.

Filter tickets

You can filter tickets by status, name, member, priority, type, tags, and so on. By default, the filter "Status" is selected.

To extend filtering options:

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Tickets.
  3. In the header, tap the filter icon .
  4. Tap the plus icon and select the filter you want to apply.
  5. Group issues by the values in a selected column.
  6. Tap Apply.

Customize ticket list layout

The column customization icon , when expanded, allows you to manage ticket list columns (add, hide, reorder).

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Tickets.
  3. In the header, tap the filter icon .
  4. Tap the column customization icon .
  5. Switch the toggle on/ off next to the required columns.
  6. Tap the drag & drop icon and hold it. Drag the column to the location you want to place the column.
  7. Tap Apply.

Perform bulk actions on tickets

You're able to act on multiple tickets in one go, allowing you to save time and be more efficient.

You can change only one attribute in all the selected tickets (such as Status, Type, or Priority) or multiple attributes at once (such as Status and Type together). To change only one attribute in all the selected tickets, just select it from the available options in the dropdown menu and confirm with a tap. The change will take effect immediately.

To change multiple attributes in one go, do the following:

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Tickets.
  3. Check the box next to the tickets you want to edit and then tap the kebab menu icon .
  4. Select Edit from the dropdown menu.
  5. A new form will open where you can bulk update most of the same properties as an individual ticket, including ticket status, project, priority, and more.
  6. Tap Submit.

Bulk delete tickets

You can select multiple tickets and delete them at the same time.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Tickets.
  3. Check the box next to the tickets you want to delete and then tap the kebab menu icon .
  4. Select Delete from the dropdown menu.
  5. When prompted, tap Yes to confirm that you want to delete the issues.

Bulk copy tickets

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Tickets.
  3. Check the box next to the tickets you want to copy and then tap the kebab menu icon .
  4. Select Clone from the dropdown menu.

  5. In the copy screen, there are a few change properties given to the users, which are as follows:

    • Project
    • Type
    • Priority
    • Assignee
    • Estimated time
    • Meta task ID
    • Release notes category
    • Release notes type
    • Story point
    • Privacy
    • Start date
    • Due date
    • % Done

You can change some attributes for all the issues in bulk or you can leave everything unchanged.

  1. Select Copy to create the copies.

Watch/ Unwatch tickets in bulk

You can watch/ stop watching tickets in bulk.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Tickets.
  3. Check the box next to the tickets you want to copy and then tap the kebab menu icon .
  4. Select Watch/ Unwatch from the dropdown menu.

Gantt Chart

Overview of Gantt Chart

A Gantt Chart is created to show how planned work is performed over time. This way of visualization consists of two parts: the left side shows a set of scheduled tickets while the right one includes a suitable time scale with bars representing the work. Besides, Gantt charts can include start and end dates, status, relations between tickets, and assignees.

  1. The project and ticket list.
  2. Bars represent tickets and projects.
  3. Relations between tickets.
  4. The length of each bar is proportional to the time value necessary for each ticket.
  5. Tooltip with real-time information.

Export Gant Chart to PDF

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Gantt.
  3. Tap the down arrow next to All Projects and select a required project.
  4. Tap PDF at the bottom.

Zoom in/ out on Gantt Chart

You can zoom out to a bigger picture of your project’s tickets by displaying Years and Months, or you can zoom in to see the exact start and finish dates for your project’s tickets by changing the timescale to Weeks and Days.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Gantt.
  3. Tap the down arrow next to All Projects and select a required project.
  4. Tap the Zoom in or Zoom out button.

News

In the news area, you can post news about the project or any topic that interests you.

Create a news entry

News can be created by administrators, or in some cases by non-administrator users, depending on the permissions given.

You can give the news entry a title, a summary, and a detailed description. The summary will be displayed in the "Latest News" section of the project overview whereas the description will be displayed if you tap on the title of the news entry.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Select a required project.
  4. In the bottom right corner, tap the plus button.
  5. Select Add News.
  6. Enter a title, a summary, and a description.
  7. (Optional) Under the Attachments section, tap the plus icon and select a file you want to add to the news entry.
  8. Tap Create.

Subscribe to the news feed

If you are interested in getting notifications about new comments in the news, you can subscribe to the news feed. If you are the author of the news entry, watching will be enabled for you automatically.

On the "News" tab, you can see the list of all news about the project. To subscribe to these news feeds, you can tap the Watch button in the upper right corner.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > News.
  3. In the upper right corner, tap the Watch button.

Comment on a news entry

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > News.
  3. Open a required news entry by tapping the news title.
  4. Under the Comments section, tap Add a comment.
  5. Enter your comment.
  6. Tap Add.

Edit a news entry

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > News.
  3. Open a required news entry by tapping the news title.
  4. Tap the Edit button.
  5. Make your changes.
  6. Tap Save.

Delete a news entry

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > News.
  3. Open a required news entry by tapping the news title.
  4. Tap the Delete button.

Documents

The "Documents" module provides quick access to all your documents and their management directly from VNCproject.

Create a new document

You can create new documents within projects if given permission.

There are 2 ways to create a document.

Way 1. From the "Project's Overview" page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Select a project you want to create a new document for.
  4. In the bottom right corner, tap the plus icon.
  5. Select New document.
  6. From the Category dropdown menu, select what type of documentation you want to create — User documentation or Technical documentation.
  7. Give a document name.
  8. (Optional) Describe a document.
  9. (Optional) Upload attachments.
  10. Tap Create.

Way 2. From the "Documents" page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Documents.
  3. Tap the New Document button.

Once documents have been uploaded, the title is used as the link to download the attached documents and add more if necessary.

Edit a document

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Documents.
  3. Open a required document by tapping the document title.
  4. Tap the Edit button.
  5. Make your changes.
  6. Tap Save.

Delete a document

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Documents.
  3. Open a required document by tapping the document title.
  4. Tap the Delete button.

Files

In VNCproject, you can add attachments (files) to each ticket. Moreover, you can add documents to any project.

The added file appears on the "Attachments" page which represents the list of all attachments of tickets on the particular project.

Attach a new file

There are 2 ways to create a new file.

Way 1. From the "Project's Overview" page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to General > Projects.
  3. Select a project you want to create a new file for.
  4. Tap the plus icon at the bottom.
  5. Select New file.
  6. Upload attachments.
  7. Tap Add.

Way 2. From the "Files" page.

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Files.
  3. Tap the New File button.

Download attached files

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Files.
  3. Tap the download icon next to the file you want to download.

Delete attached files

  1. In the upper left, tap the hamburger menu icon .
  2. Navigate to Projects > Files.
  3. Tap the trash bin icon next to the file you want to delete.