Projects and Sub-Folders - LiquidPlanner

LiquidPlanner

Online Manufacturing Project Management Software

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Projects and Sub-Folders

Available with Small Team, Professional and Enterprise

A project is represented in LiquidPlanner as a blue folder. Sub-folders (gray folders) can be used to structure your projects by phases or stages.

Create a Project or Sub-Folder

To create a new Project or sub-folder, go to the Projects tab > click on the Add Menu > select the item you want to add. You can add up to 50 items at one time.

Click on Examples & Tips for information on formatting items to pre-populate certain fields on your Projects or sub-folders as you are adding them.

You can also quickly add new items to your plan via the right click menu.

Projects should represent initiatives that you plan to execute over a certain period of time. If you need to simply group related items together, like in a backlog or a knowledge base, use a Package or Backlog Package instead.

Projects

Projects can live at the root of the workspace or within a package. A project will not nest within another project.

Add a Project to the root of the workspace

  1. Select the root of the workspace (workspace name), or any closed Package.
  2. Open the Add Menu, or right click.
  3. Enter project details in the add window dialog.

Add a Project to a Package

  1. Select and expand the destination package.
  2. Open the Add Menu, or right click.
  3. Enter project details in the add window dialog.

Unique Project Attributes

Projects have specific attributes that are not available for other plan items:

  • Project Teams: Add members who will collaborate on the project. View the Project Team from the People section of the edit panel.
  • Project Dashboard: The Project Dashboard link is visible to Project Team members from the Planning section of the edit panel.
  • Activities: Share specific Activities for time tracking to a project, set up from the Activities section of the project edit panel.
  • Access Controls: Establish project access or Portal Access from the gear icon in the upper right corner of the project edit panel.
  • Clients: Associate a project to a client via the project’s edit panel. Use Analytics to create Client reports.

 

Sub-folders

Sub-Folders can be created within a project or within another gray sub-folder; they can’t live at the root of your workspace, or independently within a package. When nesting sub-folders, select and drag a folder, then drop it on top of the intended parent folder.

Avoid deeply nested, complex structures. Use custom fields and tags at the task or project level instead to convey information about status, process, phase, or classification.

Tips

  • Rename a project folder or sub-folder by clicking on it’s title at the top of the edit panel.
  • Prioritize entire projects by dragging and dropping the blue project folder into the desired priority position (relative to other projects).
  • Tasks added to a project or sub-folder are scheduled in the order they are listed.
  • Associate a project to a Client via the project’s edit panel. (Double-click on the project to open the edit panel. Enter Client View to see projects grouped by client.
  • Enable a Portal for the project, or include it in a Dashboard, to share information with people outside your workspace.
  • Activities enabled on projects designate hours spent as billable or non-billable.
  • Use Timesheet Export to track and analyze time spent on tasks within the project.
  • LiquidPlanner’s predefined reports and Analytics make it possible to analyze projects across various dimensions.

 

Related Articles

Creating Project Plans
Tasks

Projects and Sub-Folders was last modified: October 10th, 2017 by Marta Searles

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