OPENPROJECT BASIC MANUAL

JBLFMU OpenProject Portal : https://opnprj.jblfmu.edu.ph/

A. Logging in to the OpenProject portal.

1. Click Sign-in, located at the upper right portion of the portal.

2. Enter your username (JBLFMU email) and password.

3. If you have problems logging into your account please contact your unit IT Head.

B. Project Home Page

C. Selecting a Project / Creating a Project
1. If you already have an existing project you may select from the list of projects
assigned to or created by you by clicking on the Select a project menu on the upper
left of the portal.

2. Or you can select from the list of PROJECTS at the main window.

D. Creating a Project
1. To add or create a new project you can click on the + Project.
2. After clicking + Project, you will be directed to the new project window.

3. Enter a project name and then click Create or click ADVANCED SETTINGS reveal
the advance settings options (or you may do so later).

4. On the advance settings, you can enter additional project information such as
Subproject of, Description, Member, Public, Status, and Status description.
i. Subproject of – indicates the main project if you are creating a subproject.
ii. Description – enter project description.
 iii. Member – you can add members / users involved in the project (this can be
done later). Only members of the project will be given access rights to the
project depending its role/s.
iv. Public – if you want the project to be available publicly.
v. Status – you can specify On track, At risk, or Off track.
vi. Status description – you can enter description of the status you selected or
how the status is interpreted in this project.
5. After clicking create you will be directed to the Work Packages. Work packages
represents your task / activities / strategic objectives, or action plans.

E. Work Packages

1. Create a Work Package/s.

i. To create work package, click on the + Create button.

ii. Unless you are dealing with software development, you can choose any from
the list depending on the type of work package. In our case we will use either
a TASK or MILESTONE. A milestone is normally used to denote completion
or success in a project.
iii. Upon clicking your selection you will be prompted to enter the task details.
iv. You can just enter the TASK name at the moment. Other details can be
entered later.
v. You can also attach files as needed.
vi. Click Save.
vii. Repeat the process to create more work package.

viii. Or you can also use the +Create new work package link.

ix. Then enter task details (Subject, Type, etc.)

 x. Press ENTER to Save.

2. Promote / demote as task.

i. To demote a task into as subtask, right-click the task you wish to demote into
a subtask, then click Indent hierarchy.

ii. The selected task will now become a subtask of the task above it.
 iii. To promote a task, right-click on the task you wish to promote then select
Outdent hierarchy.

3. Assigning Task / Work Package

1. To set Assignee or Accountable, make sure that members have been added
to the project.
2. Click on the Assignee / Accountable column of the work package then select
from the list.

3. If no Assignee/Accountable is displayed that means no member has been

added to the project. Select from the list if otherwise.
4. To add a member, click on the back button.
5. Then select Members from the menu.

6. Click + Member.

7. Select Member/s.

8. Assign Roles.

9. Click Add.
 10. Do the same for each type of member.
11. You can now set Assignee and Accountable for each task / subject based on
the users or groups selected. Members of the groups will be displayed
individually also. It is more convenient to create groups for each types /
groups of users (per department, unit, etc.).

4. Setting task Start date / Finish date.

i. Click on the Start date / Finish date column, then select date from the
datepicker.
ii. Repeat process for other task.
iii. Take note top level task dates cannot be edited you set start or finish date on
their respective subtask.

5. By default task are displayed in tables. You can also set the view to Card or Gantt.
6. Cards View

7. Gantt View

8. In Gantt View, you can add a task follower or predecessor by simply right-clicking on
a task / subject.
9. You can do the same by selecting Relations on the Open details view.

10. To set relations, click the Relations tab.

11. Click on PRECEDES\+Create new relation.
12. Select from the task relation list.
13. Type in task name to search, then click on the selected task.

14.