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Working with projects

Easily manage all your projects, tasks, and documents within one clear workflow.

Table of Contents

  1. Creating a project

  2. Components of a project

Creating a Project

There are two ways to create a project in Altura:

1. From the board

  • Navigate to a board within the Board overview section.

  • Click the blue + New project button in the top right corner.

  • Enter the project name, select the column where the project should appear, and invite colleagues if you want them added to the project.

  • Click Create project.

2. From an opportunity or tender

  • Open an opportunity from the New Opportunities section or from the Database.

  • Click the Approve button or + Create project.

  • The project will be created and automatically linked to this opportunity or tender.

Components of a Project

Each project consists of several tabs. Here’s an overview of all the tabs:

Overview

This is the project’s main page. Here you can:

  • View and edit project details (such as value, publication date, and submission deadline).

  • See the linked opportunity.

  • Access any linked projects (learn more about this feature in the Projects linking article).

  • Use the Proposal Writer to generate proposal content. (Learn more about Proposal Writer)

  • Manage Tasks:

    • Click + New task.

    • Add a task name, description, responsible person, and deadline.

  • View and manage the Schedule:

    • Click the plus-icon in the top right of the Schedule section.

    • Add a title and deadline, then click Save.

  • Add Notes for your team.

Tools

Under this tab you’ll find useful tools such as:

  • The Qualification Tool for performing qualification checks (e.g., SCOTSMAN or APMP method).

  • The Evaluator for running evaluations.

  • The Product Matcher (if this feature is active).

Documents

Here you’ll find all documents linked to the project:

  • Project documents: Files specific to the project itself.

  • Tender documents: Files directly related to the linked tender.

Information

In this tab you’ll see any Custom fields that have been configured for your environment. You can add them manually, or add them automatically through workflows. Learn more about using custom fields with workflows here.