Create Projects | Online Help | Zoho BugTracker

Create Projects - 7.0

Projects can be created newly or created from existing project templates. You can also create groups to classify the projects and manage the privileges of the other project users by making the projects private or public.

Create a New Project

  1. Navigate to Projects tab in the left navigation panel.
  2. Click New Project button in the upper-right corner.
  3. Enter a Project Title.
  4. If desired, select a Template and an
  5. Select an Owner.
  6. Enter Start and End Dates.

  7. Enter a Project Overview.
  8. Select a Group Name.
  9. Customize the tabs for your project as necessary. You can control the visibility of the modules to others in the project with this option.
  10. Click Add.
  • All projects in the portal will be associated to the standard layout by default. To access the layout editor and make changes to the custom fields, click the Standard Layout link present at the top of the form.
  • The changes made to the project custom fields in the standard layout will be reflected in all the projects present in the portal.
  • Bugs will have an auto-generated unique ID with a prefix.

Create a Project Using a Project Template

You can create a new project afresh or use an existing project template to create the project. 

  1. Navigate to Projects tab in the left navigation panel.
  2. Click New Project in the upper right corner.
  3. Give a Project Title.
  4. Select a Template from the list of project templates that are displayed in the drop-down.
    • When you Choose a Template, all the milestones and other information from the chosen project template will be copied to the newly created project.
  5. Select an Owner, enter Start and End Dates, and create a Project Overview.
  6. Click Add.

Create a Strict Project (Premium and Enterprise Plans) 

Strict projects have a fixed schedule. It is preferable to plan all the project activities within the schedule. Projects following the strict methodology are more successful because their project modules cannot extend beyond the scheduled project dates.

  • All strict projects must always have a scheduled project start and end date.
  • If you Make this a strict project, the project modules must have their start and end dates within the scheduled project Start Date and End Date.
  • However, this feature is available only in the Premium and Enterprise plans.

And you cannot start or extend the start and end dates for any project modules beyond the scheduled project dates. Such as, Milestones will be scheduled within the projects date range bugs will be scheduled within the milestone date range.

  • If you do not make a project strict, the project modules can be scheduled without any date restrictions. i.e, It is not mandatory to have a scheduled Start Date and End Date, if it is not a strict project.
  • The project cannot start and end on the same day.

You cannot select dates beyond the project's schedule in any of the date pickers, for strict projects. An error message is displayed whenever you do not select a valid date range for the project modules. 

More Information About Strict Projects

  • Timers are not automatically stopped even after the project finish date
  • You can link bugs with different milestone dates
  • SLA in bugs do not follow the project finish date schedule 
  • You can add expenses for dates even after the project finish date
  • While importing bug, the dates may exceed the scheduled project dates
  • Bugs associated to milestones, will automatically consider only the Release Milestone dates

Create Public and Private Projects

You can choose to make your project go public or private. Private projects can be accessed only by the member project users, whereas public projects can be viewed and followed by all the portal users. In public projects, users will have only read access but they can view and follow projects and add comments. However, if you are the Admin, you will have all the access privileges even for public projects.

  1. Click Projects in the left navigation panel.
  2. Click New Project button.
  3. Fill the project details and scroll down in the New Project form.
  4. Select either Private or Public as per project requirement.

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