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Guided exercise: your first project from an order

Create your first project step by step – generated from an order, given a schedule and assignees, and started. With two getting-started videos to follow along.

Video-Vorschau: Create a project from an order – process | Getting started in teamspace

Create a project from an order – process | Getting started in teamspace

YouTube · Klick lädt das Video

Video from the teamspace help library · auf YouTube ansehen ↗

Prerequisites

  • An employee account with access to the Projects module
  • For variant A: an existing order with items (see the Invoicing topic)

In this exercise you create your first project, plan it and start it. The fastest way is from an order (variant A) – that is how most projects arise. Variant B shows the manual way. It is best to follow the steps directly in teamspace.

Variant A: Generate a project from an order

Starting point: a customer has commissioned some services, and a project is to be created from that.

  1. Generate the project. Open the order and, in the action box, choose the button to create the project. teamspace creates a main project – you only adjust the name.
  2. Check the structure. Information is carried over from the order. In the table view, the rows contain the carried-over tasks (e.g. “Training”, “Consulting”). A pure licence item is deliberately not carried over, because it is not a task you can work on.
  3. Check the budget. The columns “Project time” and “billable time” show the budget that was assigned to the items in the order.
  4. Enter the schedule and role. Enter the two pieces of information still open – with a click in the fields: the “Schedule” column (from when to when) and the “Project role” column (who carries out the task).
  5. Start the project. The “Status” column is set to “In planning”. Click “In progress” – the project is started and all assigned colleagues are informed about their tasks.

The video for this variant is embedded in the profile above (“Create a project from an order – process”).

Variant B: Create a project by hand

When (as yet) no order exists – e.g. for an internal project:

  1. Create the project. In the Projects module, create a new project. The most important details: a project type, a project name and which customer the project is for. Then open the project.
  2. Create the structure. Via the orange round plus you create project phases, subprojects or work packages. For the start, work packages are enough – each is slotted in under the main project. Create as many as you need to get the work done.
  3. Plan in time. Distinguish the time period (duration – how long the project runs) from the time budget (how much time is spent). Planning the work packages affects the overall plan and enables a planned/actual comparison later.
  4. Assign roles. Via the project role assignee, assign one or more people.
  5. Start the project. Set the status from “In planning” to “In progress”.

Matching video: Create a project – Getting started in teamspace.

Done – what now?

Your first project is running. Next, book time onto it and watch how progress and analysis fill up. You can dig deeper with: