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Received — 19 January 2025 Project Management

Empowering success: A conversation with Samantha, Customer Success Manager at OpenProject

17 January 2025 at 10:40

Meet Samantha, OpenProject’s dynamic Customer Success Manager, whose passion for empowering customers and fostering collaboration drives the company’s mission forward. From shaping processes to celebrating team successes, Samantha’s journey exemplifies dedication and adaptability in a rapidly evolving environment. In this interview, she shares insights into her role, the evolution of OpenProject, and what inspires her every day.

A few fun facts about Samantha

To get to know her better, let’s start with a few fun facts about Samantha:

  • Favorite activity outside of work: I love being outdoors, whether cycling, walking in parks, or spending time at the beach. I also enjoy baking.
  • Favorite art form: I frequently visit museums and appreciate a wide range of styles. My time in Paris deepened my love for the arts.
  • First job: My first job was in event management, a role that honed my organizational and communication skills, which I continue to apply today.
  • Current read: I’m reading Breath: The New Science of a Lost Art by James Nestor, exploring the health benefits of proper breathing techniques.

Can you tell us about your role and day-to-day responsibilities at OpenProject?

As a Customer Success Manager at OpenProject, I focus on delivering exceptional experiences and fostering long-term relationships. My role centers around understanding our customers’ needs and ensuring they maximize the value of OpenProject in their daily operations.

My responsibilities include answering customer inquiries, providing timely support, and guiding users through OpenProject’s ever-evolving functionalities. I prioritize ensuring customers feel supported and empowered, particularly when new features are released each month.

Collaboration is another vital aspect of my role. I work closely with sales, marketing, and product teams, sharing customer feedback to drive product and process improvements. Teamwork is key. Creating a collaborative environment ensures the team is motivated and aligned toward our shared goals.

At what point do you engage with customers, and how do you prioritize their needs?

I work with customers at all stages—from those exploring OpenProject during a trial to seasoned enterprise clients. While all customers can reach us via email or phone, we prioritize enterprise customers as they have support plans with us. We also assist trial users to showcase the value of OpenProject early on.

Community Edition users are encouraged to leverage forums or documentation, but we still monitor their inquiries for insights into potential improvements. It’s beneficial for us to understand their feedback, even if they’re not enterprise users.

How do you keep your team motivated?

I encourage open communication and celebrate collective successes. When a team member’s efforts lead to positive customer feedback, I make sure they know their impact.

Can you share your journey with OpenProject and how the company has evolved during your tenure?

I started in customer support, and the department was in its early stages. Over time, I contributed to shaping processes, transitioning ticket systems, and building a more professional support structure.

After taking maternity leave in 2023, I returned to discover a dynamic landscape with new features and team members. It was inspiring to see how much had changed and improved in my absence.

What’s an accomplishment you’re particularly proud of last year?

Reintegrating into the team and learning about all the new functionalities introduced during my leave was a big accomplishment in 2025. Adaptability and enthusiasm underscore my commitment to personal growth and team success.

What are you passionate about, and how does it align with OpenProject’s values?

A strong advocate for work-life balance, I appreciate OpenProject’s 100% remote work policy. I was looking for a company that values flexibility and happiness in the workplace. OpenProject embodies that.

Do you have any memorable customer success stories?

Sometimes, a simple inquiry leads to unexpected appreciation, and it’s always rewarding. Whether it’s proactive outreach or resolving a complex issue, customer gratitude reaffirms the team’s efforts.

What is one of your favorite aspects of working at OpenProject?

The pace of innovation. Monthly releases, new features, and consistent improvements ensure there’s always something exciting happening. It keeps the work dynamic and challenging.

Samantha’s journey with OpenProject is a testament to her dedication to fostering customer success and building strong teams. Her story highlights the company’s commitment to innovation, collaboration, and work-life balance.


Join the OpenProject team!

Read more about OpenProject in our company blog section.

Would you like to be a part of OpenProject? We at OpenProject are happy to welcome new colleagues who are passionate about open source. Click here to see our vacancies.

Behind the Code: Marcello’s Journey as a Senior Software Engineer and Mentor at OpenProject

7 January 2025 at 11:52

At OpenProject, our mission is to create tools that empower teams to collaborate and succeed. But what truly makes OpenProject special is the people who bring this vision to life. In this installment of our Culture Series, we’re thrilled to introduce Marcello, a senior software engineer whose passion for open source and teamwork is at the heart of what we do.

Marcello’s journey into tech is anything but ordinary — starting as a veterinarian and eventually transitioning into software development, his path reflects the curiosity and resilience that define OpenProject’s culture. In this interview, Marcello shares insights into his role, his love for open source, and the moments that make working at OpenProject so fulfilling. From crafting integrations to fostering team collaboration, Marcello’s story offers a glimpse into the dedication and innovation driving our team.

Dive into the conversation to learn more about Marcello’s work, his philosophy on tech, and what makes OpenProject a place where passion meets purpose.

What is your role at OpenProject, and what are your day-to-day responsibilities?

I’m a senior software engineer at OpenProject. My main focus is on files, file storage, and computer-to-computer communication—essentially the ‘plumbing’ that supports our features. It’s the kind of work that users may not directly see, but it’s critical to making the system function smoothly.

Can you tell us about the tech stack you work with?

We use Ruby for the backend, and my main tools are RubyMine and the terminal. I occasionally collaborate with other teams, like operations, but most of my time is spent in these tools, which are like my power tools for coding.

How long have you been in tech, and what led you to OpenProject?

I’ve been in tech for about 20 years, but my journey is unconventional—I actually trained as a veterinarian! After working in various fields, including public and private sectors in Brazil, and startups in Germany, I joined OpenProject about a year and a half ago. Despite the short time, it feels like I’ve been here forever — I truly love it.

Why do you feel so strongly about OpenProject?

OpenProject aligns with my values. It’s not about chasing world domination or massive profits. It’s about delivering meaningful, open source software that anyone can use. I’ve been an open source advocate for a long time, and being paid to work on something open source is a dream come true. It’s not just a job; it’s a labor of love.

What has been a memorable project or achievement for you at OpenProject?

I’m especially proud of our recent OneDrive integration. It was a complex project that required us to challenge long-standing assumptions about file storage and integration. Beyond the technical accomplishment, it sparked valuable discussions within our team and led to system-wide improvements, like better error messages and more comprehensive testing. These changes benefit not just us as developers, but also our users.

How does remote work impact your collaboration?

Remote work is relatively new to me. I started during the pandemic. While I enjoy working from home, as I’m a bit of a hermit, it’s clear that we lose certain subtleties, like body language. Those non-verbal cues are hard to replace, but we’re improving how we communicate through language and tone.

What sparked your love for open source?

I discovered open source nearly 30 years ago through Linux and its ecosystem. To me, software is like art — it’s imagination turned into something tangible. Open source thrives on collaboration and recognition among peers, and that’s what drew me in. Over the years, I’ve contributed to various projects, but one of my proudest contributions was to a Ruby framework called Hanami. It was challenging but incredibly rewarding.

What do you do outside of work?

I’m passionate about board games and tabletop RPGs. My wife and I host game nights with friends regularly — it’s a social event where we play, chat, and enjoy each other’s company. I’ve also loved progressive rock since my youth. Bands like Porcupine Tree and Pink Floyd are my go-to programming soundtracks.

What advice would you give to others entering tech?

Be curious and ask questions. It’s okay to challenge assumptions and seek clarity. Also, never stop learning. I’m constantly reading and revisiting materials, like Pedagogy of the Oppressed, which helps me mentor others effectively. Tech is as much about people as it is about code.

In summary

Marcello’s passion for OpenProject and open source shines through every aspect of his work and life. His unique background and dedication to collaboration make him an inspiring figure within our community. Stay tuned for more stories from the OpenProject team!

Looking back: OpenProject's highlights of 2024

19 December 2024 at 09:12

Another year is almost over! Given the current difficult economic and political situation around us, we are more than grateful and proud of this successful year in which OpenProject has once again grown and made great progress. This is in particular due to our amazing team working hard to continuously improve this open source software in many ways, the fantastic users and customers and of course a vibrant and very engaged Community that support us throughout the year.

Let’s take some time to look back: What happened at OpenProject 2024? Spoiler alert – we released almost 30 new versions this year! With so many changes and updates, a summary of the highlights is particularly valuable. So please sit back and join us on a little journey through the last 12 months in this article. There is a high probability that you will discover (or rediscover) a feature that will help you achieve your 2025 goals. 🏆

Quick navigation:

28 new versions released in one year

From January 17 to December 11, 2024, 28 versions were released for OpenProject. Of these, 2 were major, 10 minor and 16 patch releases. Comparing to the previous year: In 2023, there were only twelve releases in total, less than half as many as this year. This is due to our decision at the beginning of 2024 to release one minor/major release every month. The reason for this is to provide users with finished features and improvements directly – even if they are small. In addition, our team has grown, enabling us to develop faster and to get user feedback more quickly – to then be able to quickly react to it.

After one year of monthly releases, we are very interested to know: As an OpenProject user or administrator, what do you think of this monthly cycle? Do you appreciate getting new features much quicker? Please write us your feedback or exchange ideas with other users in our Community Forums.

Highlight features of 2024

With all these new versions, let’s take a closer look at our highlight features that were released in 2024:

Starting December 2023: A OneDrive/SharePoint integration (Enterprise add-on)

In December 2023, we introduced a OneDrive/SharePoint integration as an Enterprise add-on. This integration allows you to link files and folders from OneDrive or SharePoint directly to work packages in OpenProject. It simplifies access to important project documents by keeping everything in one place. You can add a specific folder for each project with automatically managed permissions. This also enables to create project templates with a pre-defined folder structure and linked file templates.

Furthermore, we have continued to improve this integration during the year, by adding

  • project folders,
  • a connection validation ,
  • and the ability to activate storage for multiple projects at once.

For more information on setting up and using this feature, please refer to our OneDrive/SharePoint Integration Guide. To get an overview of all OpenProject’s integrations, take a look at our new integrations overview page.

Starting February 2024: Custom project lists

We would like to thank the City of Cologne for sponsoring great updates on project lists in 2024.

In February 2024, we introduced features to filter and save custom project lists. This allows you to create personalized views of your projects by applying filters and saving these configurations for quick access. It helps project portfolio managers keep on top of things, especially when handling numerous projects.

In July 2024, we enhanced project portfolio management by allowing users to mark project lists as favorites and share them. You can now easily access frequently used project lists by marking them as favorites, streamlining your workflow. Additionally, sharing project lists with the entire instance is available in the Community edition, while sharing with specific users or groups is offered as an Enterprise add-on, fostering better collaboration.

For complete information on how to set up and use project lists, check out our user guide.

March 2024: A GitLab integration

In March 2024, we introduced a GitLab integration, which was developed from a Community plugin. This feature allows you to link GitLab merge requests and issues directly to work packages in OpenProject, streamlining collaboration between development and project management teams. By connecting these elements, you can monitor development progress and maintain a unified workflow.

For more information on setting up and using this feature, please refer to our GitLab Integration Guide. To get an overview of all OpenProject’s integrations, take a look at our new integrations overview page.

Starting April 2024: Progress reporting across work package hierarchies

In April 2024, we enhanced progress reporting across work package hierarchies. This improvement provides a cohesive overview of estimates, effort, and progress, especially beneficial for multi-project management. By linking progress tracking with time entries and extending it across hierarchies, you gain a clearer picture of your project’s status.

In June 2024, we enhanced progress reporting again by allowing time entries to be recorded in days, in addition to hours. This flexibility enables teams to log work and remaining work in the unit that best fits their workflow, improving accuracy in time tracking. Administrators can define the number of hours that constitute a working day to align with organizational standards.

Later in October 2024, we made this feature more flexible, by allowing manual editing of the % Complete field and introducing new settings for progress calculation, giving administrators greater control over progress tracking.

Learn more about progress tracking and reporting with OpenProject.

May 2024: PDF export of Gantt charts (Enterprise add-on)

In May 2024, we introduced the PDF export of Gantt charts as an Enterprise add-on. This feature allows you to export your Gantt chart views to PDF format, facilitating easy sharing and printing of project timelines. It enhances project documentation and communication by providing a portable format for your schedules. Later in the year, we improved this feature by adding options for paper size selection and date zoom levels, offering more flexibility in your exports.

Read all about OpenProject’s Gantt charts in our user guide.

August 2024: A dark mode

In August 2024, we introduced a dark mode to enhance user experience. This feature provides an alternative visual theme with light text on a dark background, reducing eye strain in low-light environments and offering an aesthetically pleasing interface. Users can enable dark mode by navigating to My account > Settings and selecting Dark under the Mode option. This setting applies individually, allowing each user to choose their preferred display without affecting the entire instance.

Screenshot of the Community global page in dark mode

September 2024: Restore local backups in text editor

In September 2024, we introduced the ability to restore local backups within the WYSIWYG text editor. This seems like a small feature, but is very valuable as it allows users to recover unsaved content changes in work package descriptions or wikis. So this feature prevents data loss due to accidental closures or crashes. By clicking the clock icon in the editor’s header, you can access and restore previous versions of your content, each marked with a timestamp and word count. This enhancement ensures that your work is safeguarded and easily retrievable.

See our user guide for information on editing and updating a work package.

November 2024: Emoji reactions and more in the new Activity tab

In November 2024, we unveiled a redesigned Activity tab for work packages, enhancing communication and collaboration. The new design offers a cleaner, more structured interface, aligning with GitHub’s Primer design system. Key improvements include:

  • Real-time updates: Comments and notifications now load instantly, eliminating the need for page refreshes.
  • Emoji reactions: Users can respond to comments with a selection of eight emojis, making interactions more engaging.
  • Fixed comment box: The input field is anchored at the bottom for easy access.
  • Filtering and sorting: Options to filter by all activities, comments only, or changes only, and to sort by newest or oldest first.

December 2024: Custom fields of type hierarchy (Enterprise add-on)

Our last bigger release in 2024 included an Enterprise add-on to create custom fields of type hierarchy. It allows users to structure data further into multi-level selections within custom fields, making it easier to categorize and manage complex information in work packages. Whether you’re organizing locations, structuring teams, or categorizing products, this feature adds clarity and precision to your workflows.

See this blog article to read some examples on how to use custom fields type hierarchy.

Design improvements in 2024

If you have been following OpenProject and our updates for a while, you will know that we started a major design change last year. In September 2023, we reported that we wanted to adopt the design system Primer from GitHub and that we would be incorporating it into the application in many small iterations.

In the course of 2024, we have already updated some parts to the new design. In addition to the more modern, user-friendly design, we have improved features in some places at the same time, such as the dropdown function in the relations tab on work packages.

Have you noticed these design changes? How do you like them?

In 2025, we will continue to adapt further areas of OpenProject to the Primer design system. Thank you for your patience and understanding that such changes can only be implemented step by step. This way, we have capacities for new great features, bug fixes and further innovations in addition to the design adjustments.

Launch of openDesk 1.0

OpenProject is driven by values around open source and data sovereignty. Therefore, it is very important to us to collaborate with other great open source software providers. On the one hand, we do this in the form of providing integrations, as we have done so far with Nextcloud, for example, with further integrations planned with XWiki and Element on our roadmap.

But these software providers have something else in common with OpenProject: We are all part of openDesk, your secure office and collaboration suite.

During the Smart Country Convention in Berlin this October, openDesk 1.0 was officially launched. We are excited about this big step and look forward to the first in-depth user experiences.

Company and culture at OpenProject 2024

We are immensely proud of how well OpenProject as an organization and we as a team have developed and grown in 2024. We were able to attract a large number of exceptional people and also win some of them back.

Our new team members

The best part of growth are the new team members who strengthen and professionalize the team. In 2024, our team has grown again – a warm welcome to every new team member!

  • Jen, Marketing & Community Manager US
  • Cécile, Senior Software QA Engineer
  • Ivan, Senior Software Engineer
  • Simon, Support Specialist
  • Judith, Senior Software Engineer
  • Giuseppe, People & Organization Manager
  • Dorothee, People & Organization Manager
  • Tobias, Senior Software Engineer
  • Oleksii, App Developer
  • Bruno, Senior Software Engineer
  • Alex, Senior Software Engineer
  • Jan, Senior Software Engineer
  • Vanessa, Team & Accounting Assistant

The OpenProject team from above, forming the OpenProject logo

Note

Interested in seeing your name on this list next year? We at OpenProject are happy to welcome new colleagues who are passionate about open source. Click here to see our vacancies.

Team meetups and official events

We also had some wonderful team highlights in 2024. The most important is probably our annual team offsite. As much as we welcome and have embraced remote working, it’s also nice to get together with the team in person from time to time. This year we met in Berlin at Wannsee for our company offsite and worked, laughed, spent time together and strengthened our bond.

In this Video (Youtube) you can get a little insight into our offsite 2024.

Furthermore, we attended several conferences again this year, such as the Univention Summit, FOSDEM (watch our talk at FOSDEM 2024), Nextcloud Community and Enterprise days, the Smart Country Convention and the Open Source Experience. These fairs are always a great opportunity to get in touch with our users and the Community.

Roadmap for 2025

Of course, we have some exciting updates on our roadmap for 2025. Please feel free to check back at www.openproject.org/roadmap to see which features are planned for which approximate time frame. Please also keep in mind that we develop in an agile way and that plans are always subject to change.

One topic in particular will be on our minds in 2025: As requested by many users, we have been working on a mobile app for some time now, which is scheduled for release in the course of the coming year. We will publish more detailed information as soon as the scope and release date become clearer.

Stay up to date regularly, it’s worth it! We particularly recommend subscribing to our newsletter, which informs you about new versions and features at least once a month.

Feel free to visit and subscribe to our social networks to get all the information directly:


Thank you 💙

That was our summary of 2024. What did you particularly like? Where would you like to see changes? Please do not hesitate to contact us and give us honest feedback. We would also like to take this opportunity to refer you to our Community forums, where you can exchange ideas with other users about OpenProject.

If you would like to contribute to OpenProject, please visit our Contributions guide that we recently created, as so many of you asked how to support us. You can help by translating OpenProject, by reporting bugs or submitting feature ideas. You can also help by contributing to our documentation. And of course, if you spread the word, link to our website or give us a testimonial for us to publish, this also helps a lot.

Many thanks to everyone who has accompanied and supported us again this year! To our great Community, which supports us in so many ways with bug reports, translations and more. To our sponsors, who enable growth and innovation. And to our team, who did a great job again in 2024 and contributed to becoming the leading project management software for data conscious organizations. True to our vision, to achieve great things for the good of society.

And with that, we wish you a good break between the years and a powerful start to the new year 2025! 🌟

Morpheus Space - Ion propulsion system with the help of OpenProject

18 December 2024 at 14:19

Every day, mankind launches more and more satellites into space: navigation, internet, remote sensing and earth observation: more and more services are sharing the orbit, and the orbits are becoming ever more crowded and competitive.

Innovative satellite propulsion: Morpheus Space leads the way

As competition increases, so do the demands on the mobility of the satellites themselves - and this is precisely where Morpheus Space offers innovative and sustainable propulsion technology. The company currently not only produces the world’s most advanced propulsion system for satellites, but also offers mission planning software for satellite missions. And OpenProject plays a small part in this.

Morpheus Space GO-2

Image source: GO-2, probably the most advanced propulsion system for satellites in space travel today, comes from Dresden and is being developed with the help of OpenProject - https://www.morpheus.space/media

In ion propulsion, ions from a molten metal alloy are released and accelerated by an electric field. Because these ions are accelerated to a very high speed, the drive technology is highly efficient and is also ideal for small satellites. And all this, according to the manufacturer, is also possible because OpenProject supports project management.

Morpheus Space was founded in 2018 and emerged from research into field emission propulsion (FEEP) technology at a technical university in Germany. The company is dedicated to the ever-increasing challenges of space mobility faced by satellites and spacecraft. Conventional propulsion systems are no longer sufficient to solve the problems faced by satellite operators in orbit: Our orbits are full of debris, and many satellites are about to become space debris themselves.

What was reserved for Star Trek or other Hollywood productions just a few years ago is becoming a reality in Dresden: “Our GO-2 ion propulsion system is the simplest, most efficient and cost- effective propulsion system, and it allows mobility over the entire lifespan,” explains Arne Riemer from Morpheus Space. Morpheus develops its prototypes in Dresden and operates its own thermal vacuum chambers and vibration test facilities. The company only expanded in July 2024 and opened new production facilities with “Reloaded”, in which one hundred ion drives are to be manufactured per year. Photos from the website show the newly built production room, which has been equipped with state-of-the-art technology.

Morpheus Space “Reloaded” Factory in Dresden

Image source: Morpheus Space Launches New “Reloaded” Factory in Dresden, Germany - https://www.morpheus.space/media

How OpenProject fuels space tech development at Morpheus Space

Arne Riemer is a project manager at Morpheus, he loves “structuring projects”. Riemer comes from an aerospace engineering background and has been working in aerospace for over 10 years, including at large corporations such as RUAG - and, like most of his colleagues, he is very satisfied with OpenProject:

“We use OpenProject in the cloud, mainly because MS Project couldn’t offer us enough agility. Especially in the start-up environment, that’s no longer enough.” OpenProject is also really easy to administer, especially in contrast to Jira: “Jira was too complex for us to manage, the barrier to entry was far too high,” explains Riemer. Because OpenProject then also “remained fully within the expected price range”, both management and users are very satisfied. “I can improve it if I want to, that’s just great with open source software. I have contacts, can push for features and always understand the development process. If I have a problem with Microsoft products, I have to overcome much greater hurdles to get support, whereas companies like OpenProject deal with my requests very quickly,” says the project manager, describing his impression.

Arne Riemer Project Manager Morpheus SpaceArne Riemer, Project Manager Morpheus Space

In a start-up, it is not sufficient to rely solely on predictions, but at the same time it is not possible to adopt a purely agile approach. Open Project offers the perfect mix of both and enables to use hybrid project management methods.

And OpenProject has been able to assert itself against competitors such as MS Project, especially when it comes to tickets. Even though some workflows still take place in Teams, MS OneNote and Gitlab, Morpheus Space already uses numerous OpenProject modules, from the Work packages, Gantt charts, agile Boards, and gradually also the Team Planner, as well as the Backlogs module.

Morpheus Space is very happy with OpenProject: “We give feedback directly back into the product and we see progress. That’s not always the case for customers working with large proprietary software companies. OpenProject won in almost all categories in the comparison with MS Project.”

How to add sub-tasks to your work packages (Enterprise add-on)

12 December 2024 at 15:19

With the release of OpenProject 15.1, the design of the Relations tab for work packages has been improved, but some customers miss the feature of being able to create corresponding sub-tasks (children) or other related work packages directly. Don’t worry: we are already working on a feature that will soon make it possible to create relations directly from the Relations tab again.

In addition to that, there is a clever workaround for displaying a table of related work packages:

How to: Add a table of related work packages to a work package form (Enterprise add-on)

While the redesigned Relations tab improves clarity and usability, you can use a clever workaround to display related work packages directly within a work package form. This approach allows you to maintain an overview of related tasks or items at a glance.

Steps for admins to configure the table:

  1. Navigate to Administration > Work packages > Types.
  2. Choose the work package type you want to configure (e.g. Epics) and access the Form configuration tab.
  3. Click on +Group and select Add table of related work packages.
  4. Specify in the filter the relation you want to be displayed (e.g. Children) and sort your table as you like.
  5. Name your new group.
  6. Click Apply and then Save your changes.

Example screenshot: How to add a table of related work packages in the administration

With this setup, users can view all related work packages directly on the form, providing a clear and centralized overview of connections and dependencies. This is how the work package could look like with the set-up that we described above:

Table of related work packages displayed on a work package

For more details, check out our documentation.

When will I be able to add children directly in the Relations tab of a work package?

We are already working on a feature to make it possible again to add children directly in the Relations tab of a work package. As the holiday season approaches, it will be included in a release early 2025. As we work in an agile way, we constantly update OpenProject. This allows us to enable features almost right away. Thank you for your understanding and your patience. We hope that the workaround that we described above will help you in the meantime.

Tip: Visit our Community instance to test features on advance

On our Community instance, we do not only develop our product out in the open, but also deploy a new version a few days or even weeks in advance of the official release. Check out our guide to the Community instance to learn more.

OpenProject 15.1: Custom fields of type hierarchy

11 December 2024 at 09:02

We are excited to announce the release of OpenProject 15.1! This update introduces custom fields of type hierarchy (Enterprise add-on), allowing you to structure complex data into multiple levels. Particularly beneficial for larger organizations, this feature streamlines workflows and improves data clarity.

In this blog article, we’ll explore three practical examples of how hierarchical custom fields can be used. For a complete list of all features and bug fixes included in version 15.1, please check out our release notes.

List of important features with OpenProject 15.1

Let’s start with a list of the key features of OpenProject 15.1:

In the linked release notes sections, you will find all information on these highlight features for OpenProject 15.1.

In this blog article, we will take a closer look at the new Enterprise add-on and examples on how to use custom fields of type hierarchy.

Custom fields of type hierarchy (Enterprise add-on)

The new custom field type hierarchy introduces multi-level selections make it much easier to organize and navigate complex data in work packages. This feature allows users to structure items into multiple levels, streamlining data categorization and improving clarity.

With hierarchical custom fields, users can assign short identifiers (e.g., “B” for Berlin) to levels, creating a logical and accessible framework. For example, you can use this feature to categorize workspaces with precision, ensuring detailed data is well-organized and easy to manage.

In our system admin guide, you can learn how to create new custom fields of type hierarchy.

But how can you make the most of this new capability? Let’s explore three use cases where hierarchical custom fields can add real value.

Example 1: Location details and room numbers

In real estate management, keeping track of detailed location information across multiple properties can be a complex task. Hierarchical custom fields in OpenProject simplify this by creating structured levels for properties and their components. For example:

  • Level 1: Property – “Greenwood Apartments”
  • Level 2: Building – “Building A”
  • Level 3: Floor – “3rd floor”
  • Level 4: Room – “Room 305”

With this structure, a maintenance task could be assigned to Greenwood Apartments > Building A > 3rd floor > Room 305. This ensures that the team knows exactly where to focus their efforts, reducing the risk of misunderstandings.

This approach is not only helpful for property management but also for companies with multiple sites or regional offices. By using a custom field to hierarchically structure locations, it becomes easy to specify location-based work packages, such as events.

Below is an example screenshot of a work package type ‘Event’ that includes the custom field ‘Location’, as described above:

Example screenshot of a work package for a christmas party

Example 2: Organizational structures

Managing workflows in large organizations can be complex, especially across departments, teams, and locations. Hierarchical custom fields make it easier to categorize and track tasks at any level. For example:

  • Level 1: Organization – TechSolutions Inc.
  • Level 2: Location – Australia
  • Level 3: Department – Engineering
  • Level 4: Team – Frontend Engineering

If you have multiple ‘Frontend Engineering’ teams in different locations, the hierarchy field specifies exactly which team is responsible, such as the one in Australia. This avoids confusion, ensures tasks are directed to the correct group, and improves transparency.

Here is an example of how an admin could use custom fields type hierarchy to structure and specify the different Engineering teams:

Custom field type hierarchy example screenshot showing three locations with each three sub-items

… And this is how this custom field would look like in the fourth level:

Custom field type hierarchy example screenshot showing four levels to describe a team of Frontend Engineering

Example 3: Product Categorization

In product development, clear categorization is critical to organizing and aligning projects. Hierarchical custom fields help structure products so teams can easily navigate them. For example:

  • Level 1: Product Line – Electronics
  • Level 2: Product Category – Laptops
  • Level 3: Model/Version – ProBook X200

With this hierarchy in place, a task like “Update firmware” can be assigned specifically to the product line Electronics > Laptops > ProBook X200. Admins can adjust these fields as product lines evolve, making the structure both robust and adaptable.


OpenProject 15.1: Migration, Installation, Updates and Support

Follow the upgrade guide for the packaged installation or Docker installation to update your OpenProject installation to OpenProject 15.1. We update your hosted OpenProject environments (Enterprise cloud) today, December 11, 2024.

You will find more information about all new features and changes in our Release notes or in the OpenProject Documentation.

If you need support, you can post your questions in the Community Forum, or if you are eligible for Enterprise support, please contact us and we are happy to support you personally.

Credits

A very special thank you goes to Deutsche Bahn and City of Cologne for sponsoring parts of this release. Your support, alongside the efforts of our amazing Community, helps drive these innovations.

Also, a big thanks to our Community members for reporting bugs and helping us identify and provide fixes. Special thanks for reporting and finding bugs go to Bill Bai, Sam Yelman, Knight Chang, Gábor Alexovics, Gregor Buergisser, Andrey Dermeyko, Various Interactive, Clayton Belcher, Александр Татаринцев, and Keno Krewer.

Last but not least, we are very grateful for our very engaged translation contributors on Crowdin, who translated quite a few OpenProject strings! This release we would like to highlight

Would you like to help out with translations yourself? Then take a look at our translation guide and find out exactly how you can contribute. It is very much appreciated!

As always, we welcome any feedback on this release. 💙

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