Create New Project

In Allegra, a project corresponds to a workspace. You can also map sub-projects using sub-workspaces. To create a project at the top level of the hierarchy, you must have the system administrator or system manager role. In order to create sub-projects, it is sufficient if you have a workspace role with project administrator rights in the superordinate project.

You have three options for creating a new project:

  • You create a new project from scratch (see Create a Completely New Project).

  • You copy an existing project.

  • You create a new project from a workspace template (project template).

Each project is of a particular workspace type, from which it inherits many of its configuration settings. By configuring workspace types, you can centrally change the configuration of all their dependent projects or workspaces.

  • Create a Completely New Project

    Since each item must be assigned to a workspace or project, you can only use the system if at least one such workspace has been created and you have a role in it with the appropriate rights.

  • Create Project by Copying

    Since each item must be assigned to a workspace or project, you can only use the system if at least one such workspace has been created and you have a role in it with the appropriate rights. You can create a new project by copying an existing one.

  • Create Project from Template

    You can create a new workspace based on a workspace template. The procedure is equivalent to copying a project.

  • Registration of Team Members

    Before someone can contribute to a project, they must be known to the system as a user. Registration can be done by a system manager. If self-registration has been allowed, users can also register themselves.

  • Assign Roles

    Before someone can do anything in a workspace or project, they must be assigned at least one role for that workspace. Roles are associated with permissions, such as being able to change items or create new ones.