{"id":17191,"date":"2024-02-26T14:51:14","date_gmt":"2024-02-26T13:51:14","guid":{"rendered":"https:\/\/flexi-project.com\/user-guide\/projektek\/"},"modified":"2026-10-16T16:37:13","modified_gmt":"2026-10-16T14:37:13","slug":"project-management","status":"publish","type":"user_guide","link":"https:\/\/flexi-project.com\/hu\/user-guide\/project-management\/","title":{"rendered":"Projekt kezel\u00e9se"},"content":{"rendered":"<p>A projektbe\u00e1ll\u00edt\u00e1sok a projekt neve melletti fogasker\u00e9kr\u0151l nyithat\u00f3k meg. A men\u00fc a k\u00f6vetkez\u0151ket tartalmazza: <strong>Inform\u00e1ci\u00f3<\/strong>, <strong>Projektszerepek \u00e9s jogosults\u00e1gok<\/strong>, <strong>Funkcionalit\u00e1sok<\/strong>, <strong>Kl\u00f3noz\u00e1s<\/strong>, <strong>Sablon l\u00e9trehoz\u00e1sa<\/strong>, <strong>Archiv\u00e1l<\/strong> (archiv\u00e1l\u00e1s ut\u00e1n <strong>Vissza\u00e1ll\u00edt\u00e1s<\/strong>) \u00e9s <strong>T\u00f6rl\u00e9s<\/strong>. A men\u00fct azok a felhaszn\u00e1l\u00f3k l\u00e1tj\u00e1k, akik m\u00f3dos\u00edthatj\u00e1k a projektbe\u00e1ll\u00edt\u00e1sokat, \u00e1ltal\u00e1ban a projektvezet\u0151 \u00e9s az adminisztr\u00e1torok.<\/p>\n<p>Egyes men\u00fcpontokhoz tov\u00e1bbi jogosults\u00e1g sz\u00fcks\u00e9ges: a <strong>Kl\u00f3noz\u00e1s<\/strong> a projektek l\u00e9trehoz\u00e1s\u00e1nak jog\u00e1t ig\u00e9nyli a munkater\u00fcleten, a <strong>Sablon l\u00e9trehoz\u00e1sa<\/strong> a projektsablonok kezel\u00e9s\u00e9nek jog\u00e1t, a <strong>T\u00f6rl\u00e9s<\/strong> pedig a projektek t\u00f6rl\u00e9s\u00e9nek jog\u00e1t a munkater\u00fcleten. A szerepeket \u00e9s a jogosults\u00e1gokat a <a href=\"https:\/\/flexi-project.com\/hu\/user-guide\/project-permissions\/\">Projektjogosults\u00e1gok<\/a> c\u00edm\u0171 r\u00e9sz \u00edrja le.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A projektbe\u00e1ll\u00edt\u00e1sok a projekt neve melletti fogasker\u00e9kr\u0151l nyithat\u00f3k meg. A men\u00fc a k\u00f6vetkez\u0151ket tartalmazza: Inform\u00e1ci\u00f3, Projektszerepek \u00e9s jogosults\u00e1gok, Funkcionalit\u00e1sok, Kl\u00f3noz\u00e1s, Sablon l\u00e9trehoz\u00e1sa, Archiv\u00e1l (archiv\u00e1l\u00e1s ut\u00e1n Vissza\u00e1ll\u00edt\u00e1s) \u00e9s T\u00f6rl\u00e9s. A men\u00fct azok a felhaszn\u00e1l\u00f3k l\u00e1tj\u00e1k, akik m\u00f3dos\u00edthatj\u00e1k a projektbe\u00e1ll\u00edt\u00e1sokat, \u00e1ltal\u00e1ban a projektvezet\u0151 \u00e9s az adminisztr\u00e1torok. Egyes men\u00fcpontokhoz tov\u00e1bbi jogosults\u00e1g sz\u00fcks\u00e9ges: a Kl\u00f3noz\u00e1s a projektek l\u00e9trehoz\u00e1s\u00e1nak jog\u00e1t [&hellip;]<\/p>\n","protected":false},"featured_media":0,"parent":0,"menu_order":700,"template":"","class_list":["post-17191","user_guide","type-user_guide","status-publish","hentry","kategoria_user_guide-instrukcje"],"acf":{"ikonka_strony":"","opis_w_menu":"","twoje_pole_meta":700,"kafelki":[{"tytul_kafelki":"customize","id_kafelki":"Projektinform\u00e1ci\u00f3k","tresc_kafelki":"<p>Az <strong>Inform\u00e1ci\u00f3<\/strong> panel a projektbe\u00e1ll\u00edt\u00e1sok men\u00fcb\u0151l ny\u00edlik meg. A m\u00f3dos\u00edt\u00e1sok automatikusan ment\u0151dnek, amikor a szerkesztett mez\u0151n k\u00edv\u00fclre kattint.<\/p><p><img class=\"alignnone wp-image-68523 size-full\" src=\"https:\/\/flexi-project.com\/wp-content\/uploads\/2026\/09\/07-project-management-customize-01-en.png\" alt=\"Project settings menu opened from the cogwheel next to the project name\" width=\"1024\" height=\"608\" \/><\/p><ul><li><strong>Avatar<\/strong> \u2014 a k\u00e9pet az avatar sark\u00e1ban l\u00e9v\u0151 ceruza ikonnal m\u00f3dos\u00edthatja. Az avatar a projekt neve mellett, valamint a projektlist\u00e1n, a portf\u00f3li\u00f3kban \u00e9s a jelent\u00e9sekben jelenik meg.<\/li><li><strong>N\u00e9v<\/strong> \u2014 helyben szerkeszthet\u0151. \u00dcres n\u00e9v nem menthet\u0151; ilyenkor visszat\u00e9r az el\u0151z\u0151 \u00e9rt\u00e9k.<\/li><li><strong>Le\u00edr\u00e1s<\/strong> \u2014 form\u00e1zott sz\u00f6vegszerkeszt\u0151, amelyben form\u00e1zhatja a sz\u00f6veget, valamint k\u00e9peket \u00e9s mell\u00e9kleteket adhat hozz\u00e1. Ment\u00e9s ut\u00e1n a projekt neve mellett inform\u00e1ci\u00f3s ikon jelenik meg, amely r\u00e1mutat\u00e1skor megjelen\u00edti a le\u00edr\u00e1st.<\/li><li><strong>Projekt st\u00e1tusz<\/strong> \u2014 v\u00e1lasszon st\u00e1tuszt a szervezet\u00e9ben defini\u00e1lt list\u00e1b\u00f3l.<\/li><li><strong>Munkater\u00fcletek<\/strong> \u2014 l\u00e1sd: <a href=\"#workspaces\">Projekt munkater\u00fcletei<\/a>.<\/li><li><strong>Projekt attrib\u00fatumok<\/strong> \u2014 azoknak az attrib\u00fatumoknak az \u00e9rt\u00e9kei, amelyeket egy adminisztr\u00e1tor az <em>Attrib\u00fatumok<\/em> lapon vett fel (l\u00e1sd: <a href=\"https:\/\/flexi-project.com\/hu\/user-guide\/project-attribute\/#add\">Projektattrib\u00fatumok<\/a>).<\/li><\/ul><p>A <strong>F\u00fcggv\u00e9ny<\/strong> t\u00edpus\u00fa attrib\u00fatumok csak olvashat\u00f3k \u2014 az \u00e9rt\u00e9k\u00fcket egy formula sz\u00e1m\u00edtja ki. A le\u00edr\u00e1ssal rendelkez\u0151 attrib\u00fatum neve mellett inform\u00e1ci\u00f3s ikon l\u00e1that\u00f3 elemle\u00edr\u00e1ssal.<\/p><p>A <strong>D\u00e1tum<\/strong> t\u00edpus\u00fa attrib\u00fatum \u00f6sszekapcsolhat\u00f3 az \u00fctemterv egy elem\u00e9vel. Kattintson a d\u00e1tum mez\u0151re a <em>V\u00e1lasszon ki egy d\u00e1tumot<\/em> ablak megnyit\u00e1s\u00e1hoz, amely k\u00e9t lehet\u0151s\u00e9get k\u00edn\u00e1l: <em>V\u00e1lasszon a napt\u00e1rb\u00f3l<\/em> (k\u00e9zzel megadott d\u00e1tum) \u00e9s <em>\u00d6sszekapcsolj \u00fctemtervelemmel<\/em>. A m\u00e1sodik eset\u00e9n v\u00e1lasszon egy feladatot vagy m\u00e9rf\u00f6ldk\u00f6vet, majd annak <em>Kezd\u0151 d\u00e1tum<\/em> vagy <em>V\u00e9gd\u00e1tum<\/em> \u00e9rt\u00e9k\u00e9t. Az \u00f6sszekapcsolt d\u00e1tum az \u00fctemtervvel egy\u00fctt v\u00e1ltozik, a mez\u0151 pedig l\u00e1nc ikont jelen\u00edt meg <em>A d\u00e1tum az \u00fctemterv elem\u00e9b\u0151l sz\u00e1rmazik<\/em> elemle\u00edr\u00e1ssal.<\/p>"},{"tytul_kafelki":"functionalities","id_kafelki":"Projekt funkci\u00f3k","tresc_kafelki":"<p><iframe src=\"\/\/www.youtube.com\/embed\/kv63RY1xayw\" width=\"670\" height=\"376\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p><p>A <strong>Funkcionalit\u00e1sok<\/strong> men\u00fcpont megnyitja a <em>Projekt funkci\u00f3k<\/em> ablakot, ahol kiv\u00e1laszthatja, mely lapok legyenek el\u00e9rhet\u0151k a projektben. A <strong>M\u0171szerfal<\/strong> \u00e9s az <strong>\u00dctemterv<\/strong> mindig be van kapcsolva. A t\u00f6bbi modul: <strong>K\u00f6lts\u00e9gvet\u00e9s<\/strong>, <strong>Kock\u00e1zatok<\/strong>, <strong>Term\u00e9kek<\/strong>, <strong>Er\u0151forr\u00e1sok<\/strong>, <strong>Munkaid\u0151<\/strong>, <strong>\u00c9rt\u00e9kel\u00e9s<\/strong>, <strong>Alapterv<\/strong>, <strong>Ellen\u0151rz\u00e9sek<\/strong>, <strong>Projektalapokm\u00e1ny<\/strong>, <strong>Chat<\/strong> \u00e9s <strong>F\u00e1jlok<\/strong>.<\/p><p><img class=\"alignnone wp-image-69288 size-full\" src=\"https:\/\/flexi-project.com\/wp-content\/uploads\/2026\/10\/07-project-management-functionalities-01-en.png\" alt=\"Project functionalities window with the module tiles highlighted\" width=\"1024\" height=\"608\" \/><\/p><p>A modul akkor jelenik meg a projektben, ha a szervezetben be van kapcsolva (a <strong>Rendszerbe\u00e1ll\u00edt\u00e1sok<\/strong> r\u00e9szben), \u00e9s be van jel\u00f6lve a projektfunkci\u00f3k ablak\u00e1ban. A <strong>Ment\u00e9s<\/strong> gombra kattint\u00e1s ut\u00e1n az oldal \u00fajrat\u00f6lt\u0151dik, \u00e9s a projekt lapjai megv\u00e1ltoznak.<\/p><p>A modul kikapcsol\u00e1sa csak a lapj\u00e1t rejti el. Az adatok a projektben maradnak, \u00e9s a modul \u00fajb\u00f3li bekapcsol\u00e1sakor visszat\u00e9rnek.<\/p>"},{"tytul_kafelki":"clone","id_kafelki":"Projekt kl\u00f3noz\u00e1sa","tresc_kafelki":"<p><img class=\"alignnone wp-image-69299 size-full\" src=\"https:\/\/flexi-project.com\/wp-content\/uploads\/2026\/10\/07-project-management-clone-01-en.png\" alt=\"Clone project window with the name and Workspaces fields highlighted\" width=\"1024\" height=\"608\" \/><\/p><p>A kl\u00f3noz\u00e1s egy megl\u00e9v\u0151 projekt alapj\u00e1n hoz l\u00e9tre \u00faj projektet.<\/p><ol><li>Nyissa meg a kl\u00f3nozni k\u00edv\u00e1nt projektet.<\/li><li>Kattintson a projekt neve melletti fogasker\u00e9kre, \u00e9s v\u00e1lassza a <strong>Kl\u00f3noz\u00e1s<\/strong> lehet\u0151s\u00e9get.<\/li><li>T\u00f6ltse ki az \u00faj projekt <strong>N\u00e9v<\/strong> mez\u0151j\u00e9t (alap\u00e9rtelmez\u00e9s szerint a forr\u00e1sprojekt neve, ut\u00e1na <em> - m\u00e1solat<\/em>), \u00e9s v\u00e1lassza ki a <strong>Munkater\u00fcletek<\/strong> mez\u0151ben a munkater\u00fcleteket.<\/li><li>Kattintson a <strong>Kl\u00f3noz\u00e1s<\/strong> gombra. Megny\u00edlik az \u00faj projekt \u00fctemterve.<\/li><\/ol><p>A kl\u00f3noz\u00e1s k\u00f6re r\u00f6gz\u00edtett:<\/p><ul><li><strong>M\u00e1solva:<\/strong> az \u00fctemterv a f\u00fcgg\u0151s\u00e9gekkel (a Jira rendszerb\u0151l szinkroniz\u00e1lt feladatok n\u00e9lk\u00fcl), az er\u0151forr\u00e1s-kioszt\u00e1sok, a k\u00f6lts\u00e9gvet\u00e9s (t\u00e9telek, el\u0151rejelz\u00e9sek \u00e9s a t\u00e9nyadatok lek\u00e9pez\u00e9si szab\u00e1lyai), a kock\u00e1zatok, a term\u00e9kek \u00e9s ezek elemeinek mell\u00e9kletei. Az elemek tulajdonosai ugyanazok maradnak.<\/li><li><strong>Alaphelyzetbe \u00e1ll\u00edtva:<\/strong> a feladatok el\u0151rehalad\u00e1sa null\u00e1ra \u00e1ll vissza. Az \u00fctemterv \u00e9s a k\u00f6lts\u00e9gvet\u00e9s alaptervei t\u00f6rl\u0151dnek, a k\u00f6lts\u00e9gvet\u00e9s t\u00e9nyadatai nem m\u00e1sol\u00f3dnak, a kock\u00e1zatok <em>Azonos\u00edtott<\/em> \u00e1llapotot kapnak, a kock\u00e1zatokhoz \u00e9s a k\u00f6lts\u00e9gvet\u00e9si t\u00e9telekhez f\u0171z\u00f6tt megjegyz\u00e9sek pedig t\u00f6rl\u0151dnek.<\/li><li><strong>Nem m\u00e1solva:<\/strong> a jogosults\u00e1gok \u00e9s a szerepek (a kl\u00f3noz\u00f3 szem\u00e9ly lesz az egyetlen projektvezet\u0151), a portf\u00f3li\u00f3tags\u00e1g, a Jira-integr\u00e1ci\u00f3, az \u00e9rt\u00e9kel\u00e9si sablon, a projekt st\u00e1tusza (az \u00faj projekt a lista els\u0151 st\u00e1tusz\u00e1t kapja), a chat, az ellen\u0151rz\u00e9sek, az alaptervek, a projektalapokm\u00e1nyok \u00e9s a munkaid\u0151.<\/li><\/ul><p>A kl\u00f3noz\u00e1shoz jogosults\u00e1g sz\u00fcks\u00e9ges projektek l\u00e9trehoz\u00e1s\u00e1ra a munkater\u00fcleten. A projekt sablonk\u00e9nt is menthet\u0151 \u2014 l\u00e1sd: <a href=\"https:\/\/flexi-project.com\/hu\/user-guide\/project-template\/#create\">Sablon l\u00e9trehoz\u00e1sa megl\u00e9v\u0151 projektb\u0151l<\/a>.<\/p>"},{"tytul_kafelki":"archive","id_kafelki":"Projekt archiv\u00e1l\u00e1sa","tresc_kafelki":"<p><iframe src=\"\/\/www.youtube.com\/embed\/Od68Z7oAgQw\" width=\"670\" height=\"376\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p><p><img class=\"alignnone wp-image-69310 size-full\" src=\"https:\/\/flexi-project.com\/wp-content\/uploads\/2026\/10\/07-project-management-archive-01-en.png\" alt=\"Archived project with the Archived icon and the Restore item in the project settings menu highlighted\" width=\"1024\" height=\"608\" \/><\/p><p>Az archiv\u00e1l\u00e1s f\u00e9lreteszi a befejezett vagy inakt\u00edv projektet. Az archiv\u00e1lt projekt elt\u0171nik az alap\u00e9rtelmezett projektlist\u00e1r\u00f3l, \u00e9s akkor jelenik meg \u00fajra, ha bekapcsolja az <em>Archiv\u00e1ltak megjelen\u00edt\u00e9se<\/em> sz\u0171r\u0151t (l\u00e1sd: <a href=\"https:\/\/flexi-project.com\/hu\/user-guide\/project-list\/#filter\">Projektlista<\/a>). A projekt neve mellett az <em>Archiv\u00e1lt<\/em> elemle\u00edr\u00e1s\u00fa ikon jelenik meg. A projekt tov\u00e1bbra is szerkeszthet\u0151.<\/p><ol><li>Nyissa meg a projektet.<\/li><li>Kattintson a projekt neve melletti fogasker\u00e9kre, \u00e9s v\u00e1lassza az <strong>Archiv\u00e1l<\/strong> lehet\u0151s\u00e9get.<\/li><\/ol><p>A projekt visszahoz\u00e1s\u00e1hoz nyissa meg az archiv\u00e1lt projektet, \u00e9s v\u00e1lassza a fogasker\u00e9k men\u00fc <strong>Vissza\u00e1ll\u00edt\u00e1s<\/strong> pontj\u00e1t. A projekt visszaker\u00fcl az alap\u00e9rtelmezett list\u00e1ra.<\/p>"},{"tytul_kafelki":"delete","id_kafelki":"Projekt t\u00f6rl\u00e9se","tresc_kafelki":"<p><img class=\"alignnone wp-image-69321 size-full\" src=\"https:\/\/flexi-project.com\/wp-content\/uploads\/2026\/10\/07-project-management-delete-01-en.png\" alt=\"Delete project window with the field for the project name highlighted\" width=\"1024\" height=\"608\" \/><\/p><p>A projekt t\u00f6rl\u00e9se nem vonhat\u00f3 vissza. Az \u00fctemterv az el\u0151zm\u00e9nyeivel \u00e9s f\u00fcgg\u0151s\u00e9geivel, az er\u0151forr\u00e1s-kioszt\u00e1sok, a j\u00f3v\u00e1hagy\u00e1sok, a k\u00f6lts\u00e9gvet\u00e9s, a kock\u00e1zatok, a term\u00e9kek, a jogosults\u00e1gok, a megjegyz\u00e9sek, az \u00e9rtes\u00edt\u00e9sek \u00e9s a kedvencek v\u00e9glegesen t\u00f6rl\u0151dnek a projekttel egy\u00fctt. A projekt le lesz v\u00e1lasztva a strat\u00e9giai c\u00e9lokr\u00f3l, a programokr\u00f3l \u00e9s a le nem z\u00e1rt ellen\u0151rz\u00e9sekr\u0151l. A lez\u00e1rt ellen\u0151rz\u00e9sek meg\u0151rzik az adataikat. A t\u00f6r\u00f6lt feladatokon r\u00f6gz\u00edtett munkaid\u0151 r\u00f6gz\u00edtve marad.<\/p><ol><li>Nyissa meg a projektet.<\/li><li>Kattintson a projekt neve melletti fogasker\u00e9kre, \u00e9s v\u00e1lassza a <strong>T\u00f6rl\u00e9s<\/strong> lehet\u0151s\u00e9get. Megny\u00edlik a <em>Projekt t\u00f6rl\u00e9se<\/em> ablak a k\u00f6vetkez\u0151 \u00fczenettel: <em>A projekt t\u00f6rl\u00e9se az \u00f6sszes elem\u00e9t t\u00f6rli. Ez a m\u0171velet visszaford\u00edthatatlan. Biztos, hogy t\u00f6r\u00f6lni szeretn\u00e9 a projektet?<\/em><\/li><li>\u00cdrja be a projekt nev\u00e9t a mez\u0151be (<em>A folytat\u00e1shoz adja meg a projekt nev\u00e9t.<\/em>). A kis- \u00e9s nagybet\u0171k nem sz\u00e1m\u00edtanak. Hib\u00e1s n\u00e9v eset\u00e9n a <em>Helytelen projektn\u00e9v<\/em> \u00fczenet jelenik meg.<\/li><li>Kattintson a <strong>T\u00f6rl\u00e9s<\/strong> gombra.<\/li><\/ol><p><strong>Megjegyz\u00e9s:<\/strong> csak azokat a projekteket t\u00f6r\u00f6lheti, amelyekre a munkater\u00fcleten megvan a projektek t\u00f6rl\u00e9s\u00e9nek joga. E jog n\u00e9lk\u00fcl a <strong>T\u00f6rl\u00e9s<\/strong> men\u00fcpont tov\u00e1bbra is l\u00e1that\u00f3 lehet, de a t\u00f6rl\u00e9s sikertelen. Ha a projektnek csak el kell t\u0171nnie a list\u00e1r\u00f3l, ink\u00e1bb <a href=\"#archive\">archiv\u00e1lja<\/a>.<\/p>"},{"tytul_kafelki":"workspaces","id_kafelki":"Projekt munkater\u00fcletei","tresc_kafelki":"<p>A projekt egy vagy t\u00f6bb munkater\u00fclethez tartozik. A projekt l\u00e9trehoz\u00e1sakor v\u00e1lasszon legal\u00e1bb egy olyan munkater\u00fcletet, amelyen projekteket hozhat l\u00e9tre. A munkater\u00fcleteket k\u00e9s\u0151bb az <strong>Inform\u00e1ci\u00f3<\/strong> panel <strong>Munkater\u00fcletek<\/strong> mez\u0151j\u00e9ben m\u00f3dos\u00edthatja. A munkater\u00fclet hozz\u00e1ad\u00e1sa \u00e9s elt\u00e1vol\u00edt\u00e1sa k\u00e9t k\u00fcl\u00f6n m\u00f3dos\u00edt\u00e1s, \u00e9s mindkett\u0151h\u00f6z jogosults\u00e1g sz\u00fcks\u00e9ges a projektek m\u00f3dos\u00edt\u00e1s\u00e1ra az adott munkater\u00fcleten. A projekt utols\u00f3 munkater\u00fclete nem t\u00e1vol\u00edthat\u00f3 el.<\/p><p><img class=\"alignnone wp-image-68534 size-full\" src=\"https:\/\/flexi-project.com\/wp-content\/uploads\/2026\/09\/07-project-management-customize-02-en.png\" alt=\"Project Information panel with the Workspaces field highlighted\" width=\"1024\" height=\"608\" \/><\/p><p>A <strong>Munkater\u00fcletek<\/strong> mez\u0151 csak akkor l\u00e1that\u00f3, ha a szervezetnek egyn\u00e9l t\u00f6bb munkater\u00fclete van. A munkater\u00fcletek m\u00f3dos\u00edt\u00e1sa ut\u00e1n a projektattrib\u00fatumok igazodnak a munkater\u00fcletek \u00faj k\u00e9szlet\u00e9hez. A munkater\u00fclet azt is meghat\u00e1rozza, hogy ki l\u00e1tja a projektet a list\u00e1n, \u00e9s ki szerkesztheti.<\/p><p>A munkater\u00fcleteket a <a href=\"https:\/\/flexi-project.com\/hu\/user-guide\/workspace\/\">Munkater\u00fcletek<\/a> c\u00edm\u0171 r\u00e9sz, a felhaszn\u00e1l\u00f3k munkater\u00fcletenk\u00e9nti jogosults\u00e1gait a <a href=\"https:\/\/flexi-project.com\/hu\/user-guide\/users\/\">Felhaszn\u00e1l\u00f3k \u00e9s jogosults\u00e1gok<\/a> c\u00edm\u0171 r\u00e9sz \u00edrja le.<\/p>"}]},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v28.7 (Yoast SEO v28.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Projekt kezel\u00e9se<\/title>\n<meta name=\"description\" content=\"Ismerkedjen meg a FlexiProject projektutas\u00edt\u00e1sokkal. 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