Creating a New Project
Initiate and configure your IT projects
KaliaOps enables managing IT projects with date, budget and progress tracking. Create projects of different types (infrastructure, application, security, migration), assign a project manager and link them to your organizational structure for consolidated reporting.
Overview
The Projects module in KaliaOps allows tracking IT initiatives: deployments, migrations, upgrades, security projects.
Why manage projects in KaliaOps?
- Unified view: Projects, CMDB and ITSM in one tool
- Traceability: Links between projects and CMDB items
- Reporting: Consolidated IT portfolio view
- Budget: Cost tracking per project
Project examples
- Cloud migration
- New application deployment
- Network infrastructure upgrade
- GDPR compliance project
- Workstation fleet replacement
Creating a project
Access the Projects module
Menu Organization → Projects.
Click "New project"
Open the creation form.
Enter basic information
Fill in:
- Name: Project title
- Code: Short unique identifier (e.g., PROJ-2024-001)
- Type: Project category
- Priority: Critical, High, Medium, Low
Describe the project
Add:
- Description: Context and scope
- Objectives: Expected outcomes
Define dates
Specify:
- Start date: Planned launch
- End date: Target deadline
Assign responsibilities
Select:
- Project manager: Responsible user
- Organization: Sponsoring entity
Save
The project is created with "Planning" status.
Types and statuses
Project types
KaliaOps offers 6 project types:
| Type | Description |
|---|---|
| Infrastructure | Infrastructure projects (network, datacenter, servers) |
| Application | Application deployment or enhancement |
| Security | Cybersecurity and compliance projects |
| Migration | System or data migrations |
| Upgrade | Upgrades and modernization |
| Other | Uncategorized projects |
Project statuses
| Status | Description |
|---|---|
| Planning | Project in definition phase |
| Active | Project in execution |
| On Hold | Project temporarily suspended |
| Completed | Project successfully finished |
| Cancelled | Project abandoned |
| Archived | Project closed and archived |
Dates and objectives
Project dates
- Start date: Project launch date
- End date: Target delivery date
KaliaOps automatically calculates project duration in days.
Objectives
The Objectives field documents expected outcomes:
- Deliverables to produce
- Success indicators
- Functional scope
Progress percentage
The Completion field (0-100%) tracks overall project progress. Update it manually as execution progresses.
Assigning a project manager
The project manager is the user responsible for driving the project.
Selection
When creating or editing, select the project manager from tenant users.
Project manager role
- Responsible for progress
- Main point of contact
- Budget and resource management
- Stakeholder communication
Changing project manager
The project manager can be changed anytime via project editing. The change is tracked in history.
Linking to organization
Each project is linked to an organization in your structure.
Why link?
- Reporting: Project consolidation by entity
- Budget: Expense tracking by organization
- Governance: Visibility for managers
Selection
When creating, select the sponsoring organization from your tenant's organization list.
Reporting impact
Projects appear in:
- Organization dashboard
- Consolidated reports
- Exports by organization
- 6 IT project types: infrastructure, application, security, migration, upgrade, other
- Status workflow: planning → active → completed
- Start and end dates with automatic duration calculation
- Project manager assignment from users
- Organization linking for reporting