Upgrade your planning process with additional Ganttic accounts. This feature empowers you to efficiently create new accounts with options to duplicate settings and existing account data fields, facilitating your growth across different business units. You can also take advantage of the Create New Account feature to test out Ganttic’s advanced functionalities, such as API, risk-free, allowing you to experiment within an additional account without impacting your existing plans.
Must Know
- The Settings Account section for creating additional accounts, as well as all other global account settings, is accessible only to account Owners and Admins.
- You will become the Owner of the new additional account after creating it.
- You can access the new account and switch between accounts from the menu on the top right-hand corner.
- The new additional account will have a free trial status initially - you can always request an additional trial time or subscribe to a suitable package under Your Account.
- Copying data fields and settings is not obligatory. However, keep in mind that the values of list-type data fields will also be copied over, so if you have sensitive data, be cautious about who the new account is shared with.
- Add users to your new account if desired. None of the users from the original account will be automatically invited to the new account. To share it with different users, use the Invite Users function.
Creating an Additional Account in Ganttic
- Start from Settings.Find Ganttic's General Settings at the bottom of the left Sidebar with this icon.
From there, navigate to the Account section. Below Subdomain settings, you’ll find the “Create New Account” field where you can enter your account’s name.
- You can also decide to copy the account settings and custom data fields structures from your existing account if you want by check-marking the necessary fields.
NB! Decide if you want to copy the account’s settings, or any project, task, or resource data fields. This part is not obligatory, so if you want to start fresh, you can! Any copied data can be deleted from the new account without it affecting the first account. So don’t worry about customization!
From there hit, Create Account. After you hit Confirm on the pop-up prompt, you can visit your brand new account from the settings in the upper-right hand corner.
Here’s a video of it in action:
-
Once you're in the new account, your starting point is the Resource List. Add the necessary resources manually or utilize the Resource CSV bulk import template. This allows you to easily copy over the Resource Data Fields structure, which is necessary for the CSV template.
NB! Your new account will start with the free 14 day trial - meaning you’ll have an unlimited resource pool to start. Increase your resource package at any time from Your Account page.
- After you have added your Resources you would need to create the first custom view to visualize your resource pool for further scheduling. Find more detailed steps from here.
- If you are planning at the project level and have chosen to bring over the Project Data Fields, feel free to bulk import your projects using the CSV Bulk Project Import option or enter the first projects manually.
Next Steps
Now that you have more than one account, learn how to effectively manage a multi-account setup. Or check out some use cases for this feature in our blog post on duplicating accounts.