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Projects - Administration

Um zur Projekt Administration Ihres Projektes zu gelangen öffnen Sie das gewünschte Projekt und klicken rechts oben auf die 3 Punkte. Im aufgeklappten Menü erscheinen mehrere administrative Möglichkeiten.

Zur Administration eines Projektes gehören

  • die Konfiguration und Darstellung der Startseite (Projekt bearbeiten)
  • die Verwaltung der Mitglieder des Projektes
  • die Möglichkeit Reports herunterzuladen
  • Projekte zu kopieren
  • Projekte als Vorlage zu speichern
  • Projekte zu beenden und abzuschliessen
  • Projekte zu löschen

Edit project

This editing does not refer to editing the content (entering appointments, creating to-dos, etc.), but to editing the start page of the project.

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Copy projects

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The following will be copied:

  • all To-dos
  • all Decisions
  • all Notes
  • all Files

The following will not be copied:

  • Project members

The following will partially be copied:

  • Dates and milestones (are copied without date)

Project templates

It simplifies the creation of a new project if a template can be used.

A created project can be saved as a template. To do this, select the “Save as template” option in the 3-dot menu.

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A menu appears. Here you can specify, among other things, whether the template should only be available for your own use or for all members of the organizational unit.

You can also create a blank template in the Project Templates tab, which is often a more useful option.

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Close and finalize Projects

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If a project is closed, all project members subsequently have read-only access.

A project can only be closed by

  • Project owners,
  • Project leaders,
  • Project office staff,
  • Administrators,
  • and project managers.

Note

Through these people, a project can also be reactivated.

Delete Project

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Projects can only be deleted by

  • the project owners,
  • Administrators,
  • and project managers.

Note

By deleting a project, it appears in the "Deleted" list. The projects can only be viewed there, but no longer edited.

Tab Project administration

OpenOlat Administrators and project managers have another tab "Administration" under the menu item "Projects".

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The following (filter) functions are available there for your administrative tasks:

  • No activity recently
    This list contains projects in which there has been no activity for more than 28 days. Their status can be "active" or "completed". Projects in this list should be checked to see if they can be closed or deleted. (You can check with the project owner).

  • To delete
    The "To deleted" list only appears in the "Administration" tab. It displays projects with the status "completed" that also have no recent activity.

  • Closed
    s If projects have been closed for a long time, project managers can use this list to ask whether projects can be deleted.
    Completed projects can still be reactivated.

  • Deleted
    Deleted projects can still be viewed, but no longer edited.