You can no longer remove the link between a parent and a child project from the classic interface.

There was incomprehension about the purpose/goal of working with project templates, parents, and child projects. Most people clicked the Remove Link button without knowing they would lose synchronization across their parent/child projects with groups, types, priorities, and statuses.

We want to encourage users to group projects because projects of the same nature should share the same structure (assigned users, groups, types, priorities, statuses).

A new way of working on your parent and child projects will be released soon in the new interface: Project Portfolios.

Actually

• You create a parent project (template) with assigned users, task groups, types, priorities, and statuses.
  • Then, you can create a child project based on a parent project (template).
• You can remove the relationship between a parent and child project to independently manage your task groups, types, priorities, and statuses.

After (Coming Soon)

• Similar projects will be under a mandatory Portfolio of Projects.
• Each project previously linked to the same “parent” will become a portfolio member.
• The original […]
  

In our effort to continuously improve the new interface, it is now possible to create a new project and modify the parameters of an existing project. You can also configure project types, statuses, priorities, and clients.

How to create a new project?

First by using the “New Project” button located at the top upper left of the screen.

You can also create a project based on an existing project from the left panel. Any project can be used as a template to create a new project.

How to edit an existing project?

It is now possible to edit project settings using the Edit Project popup. Here are the details of these 3 panels divided into tabs.

To access the Edit Project popup, you can use the left menu panel.

The new interface continues to be the focus of our attention, and today we are happy to allow a project structure to be configured. Administrators and project managers can now configure the assignments, groups, types, priorities, and statuses of their projects, all within the new interface.

How can I modify the project configuration?

The easiest way is to use the treeview. Under each project, use the menu to access the Project Configuration menu and click one of the sub-menu to access the corresponding popup panel (assignments, statuses, groups, types, priorities).

Also, when opening any given task, simply click the edit icon next to the field you want to modify.

How do I configure my project assignments?

Once you click the edit icon from the edit task panel, this panel will display and will allow you to assign or unassign one or several users to your project.

• Click the Add button if need one or several users to be added to […]
  

We are happy to announce that the time management module is now available in the new interface. You can start entering your personal time with the timesheet module or the punch clock. Moreover, you can approve/reject other users’ time with the time approval module.

Time Entry Panel

How to access the time entry panel?

By using the Time button on the top header.

What options are available with the time entry panel?

• View multiple weeks on the same page;
• Select the time period and the number of weeks you want to see at a time;
• Filter your time items with 3 filtering options (project/time status/time type);
• Choose the columns you want to see in the grid view; Click any column to sort;
• Change time values directly in the grid without opening another popup;
• Get the totals per week/row/column for the selected period;
• Easily see what time items are submitted/rejected/approved with colors;
• Check multiple time items to submit them for approval, or for deletion;
• Easily add time in any week using the […]
  

A number of changes were added recently and outlined below, including a new Project view in the Navigation panel!

Search Edit panel improvements

The Search edit panel is the main area to custom select the projects and information that you want as your primary task results set. From there you can further filter.

Parameters have been added to further select just the data you are seeking.

1) Parameters for using/excluding Static template projects. In most use cases, exclusion of tasks that are within Static templates is desired (and is selected by default)
2) The Document parameter will allow targeting only tasks that include document attachments

Treeview for All Projects, with an information tag

From the Projects section of the Navigation panel you can now select the ALL PROJECTS item from the drop-down menu:

This allows the ability to view whether the Project is completed as well as visually display the Parent/Child project relationships for Template-based projects as well as provide template information (Static tag).

When 2 or more users have the Editing panel open for the same task, and 1 of the user saves the task with changes made, the other user(s) are informed of a task update if they attempt to modify. If any modifications have been entered but not saved, the user will have an opportunity to copy their content (otherwise they could lose it). If no modifications were made, the Edit panel refreshes upon a mouse focus over the panel, and the change by the other user is reflected.

This is a major improvement upon previous versions wherein the vast majority of occasions the user was informed that the task was modified, and they lost any information that they had entered.