Manage your projects
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Project management in GLPI allows you to track the progress of a project by creating tasks and setting up teams. Projects can be linked to a change and/or a problem.
From tools > projects, click on add
Fill in the necessary fields
A project brings together a number of tasks which must be carried out to move the project forward. These tasks must be completed for the project to progress.
From your project, go to the tasks tab
Fill in the fields required to complete the task.
We recommend that you leave the automatically calculate option unchecked if this task does not have a child task.
You can create one or more child tasks and automatically feed the percentage calculation. Creating a child task is exactly the same as in the previous step. Remember to tick automatically calculate if you want child tasks to automatically fill the parent task.
Once a task has been created, it needs to be monitored so that the project can also be populated.
Click on the task you have just created to view its options
In the main tab, you can modify the information created in the previous step
In the project tasks tab, you can create child tasks
In the task team tab, you can assign it to :
A contact (for example, if it is assigned to a service provider)
a supplier
a group
a user
On the documents tab, you can add any documents related to your task.
In the tickets tab, you can link an existing ticket or create a ticket linked to the task in question
In the notes tab, a simple text field is available.
Each task can have a different assignment group. When the status of one of the tasks is marked as in progress, the project itself is also automatically marked as in progress.
Depending on the complexity of the initial project, it can be split into several projects. So, in the projects tab, you can create a sub-project from this project. It will be managed in exactly the same way as the parent project.
The kanban allows you to view the tasks in progress and have an overall view of the project.
Kanban modification
Only the user manager or a member of the manager group can modify the kanban (project tab, manager section).
To search for a particular item, click in the search box and select the relevant heading
You can add a task or project directly from the kanban by clicking on the . The task will appear in the project task list and the project as a child project. You can feed them in the same way as the parents.
Some information is visible from the kanban
Task completion percentage
User and/or group allocation
You can add cost(s) to the project in order to estimate the expenditure incurred for the project. You can charge it to a budget in order to deduct the expenditure from the budget. The expenditure will automatically be deducted from the budget affected.
Tab management > budgets (DSI budget for example)
If your project requires it, you can link tickets, changes and/or problems. This data is for information purposes only, and the closure of its elements is not dependent on the project.
You can add park elements to see which items are impacted by the project.
You can link documents in the tab of the same name. They may already be in the library, or you can import a new one. When you import a new document, it will also be visible in management > documents
You can link one or more contracts to the project. The link will also be visible in the management > contracts section.
A note field is available. It is a free text field.
You can attach one or more items from the knowledge base. The link will also be visible from tools > knowledgebase
