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Managing Team Edition Project Settings

 

This feature is available Team edition only.

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In VersionOne Team Edition, the Project Settings page allows you to manage all the details of your project. Team Edition allows the creation of a single project (also called a release) with multiple releases as child projects. You can manage your project through this menu option, including:

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Having trouble figuring out what edition of VersionOne you are using?  See How do I know what edition I'm on? to learn more.

Accessing the Project Settings

From the Utility Bar, click Admin, and then select Project Settings.

Creating a Release (or Child Project)

In VersionOne, releases and projects are the same thing and the terms are used interchangeably.

  1. From the Utility Bar, click Admin, and then select Project Settings.

  2. Click on the Edit drop-down arrow, and then select Add Release.

  3. Enter the project details as appropriate. The Title and Begin Date fields are required.

  4. Click Save.

Editing a Project

  1. From the Utility Bar, click Admin, and then select Project Settings.

  2. Click the Edit button, and them modify the project details as appropriate.

  3. Click Save.

Viewing Project History

Follow these steps to see the list of changes that have been made to the project, including the person who made the change, when the change was made, and any comments that have been added.

  1. From the Utility Bar, click Admin, and then select Project Settings.

  2. Click on the History tab

Adding a Link to a Project

You can add links to a project as a way to provide additional information by pointing to web pages, documents on a shared drive, wiki pages, etc.

  1. From the Utility Bar, click Admin, and then select Project Settings.

  2. Click on the Show Relationships button, and then click the Add button in the Links section.

  3. Enter the required information, and then click the Save button. See Formatting Links to Documents on a Shared File Server for tips.

Adding an Attachment to a Project

Follow the steps below to attach documents (e.g. PDFs, Word files, text files, etc.), images, and other files as a way to provide additional information or supporting details to a project.

  1. From the Utility Bar, click Admin, and then select Project Settings.

  2. Click on the Show Relationships button, and then click the Add button in the Attachments section.

  3. Enter a Title, click Choose File button, and then select a file on your hard drive.

  4. Click Save.

Exporting VersionOne Project Data

Following the steps below, you can export VersionOne project data in MS Project .mpx format.

  1. From the Utility Bar, click Admin, and then select Project Settings.

  2. Click on the Edit drop-down arrow, and then select Export MPX. Follow the prompts to download the file to your computer.

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