AceProject has e-mail notifications that are generated when a user performs an action (like, for instance, assigning or updating a task) and others that are not the result of a connected user’s action (for instance, the Task Reminder e-mail notification). In the latter case, the FROM address of the e-mail notification will be the one […]
Category: Administration
Admin tools, account setup tips, subscription/finance questions, etc.
User Setup(14)
Are there important things to know when importing users?
Here are a few important things you should know when importing users: When you export your users, the export file will contain stars (“*********”) in the Password field for all users to mask the actual passwords. If you wish to perform mass modifications to user profile information through an export/import procedure, do not make any […]
Are there important things to know when importing tasks?
Here are a few important things you should know when importing tasks: Although the source CSV file may contain values for both the ProjectNumber and ProjectName fields, only the ProjectName field is mandatory. This means you can actually leave out the ProjectNumber field altogether and AceProject will refer to the ProjectName values in the CSV to determine […]
How should I use User Groups?
AceProject makes use of User Groups in several areas of the interface, namely: In time and expense approval and reporting pages under the Home tab In the User Workload reports When performing project level assignments (through Project Tab > Assignments ), available users are displayed by User Group Hence, user groups are well-suited to represent your […]
Why can’t I see anything in the expense fields?
You are a Normal user and have not been given the “Can see expense data no matter what” right in your user profile. When granted, this right allows you to see financial data across all your assigned projects. Additionally, you have not been granted expense approval rights on the given project. When expense approval rights are […]
How can I cancel my subscription?
You can cancel your subscription plan through: Administration > Account > Subscription. Click on the Cancel My Account button on the bottom left of the Subscription page. Follow prompts. Once cancelled, your account will be available until the end of your billing cycle. If you made an error you can reactivate the subscription from this page […]
What is the FTP service for and how can I get the credentials for this service?
The FTP site we provide our customers will give you access to the last 3 nightly backups we perform of your SQL database (only available with paid packages). The database backup is a .bak SQL database file that you can restore into SQL Server 2014 or higher. An account administrator may request the credentials for the […]
How can I set up my clients as AceProject users?
As with any AceProject “Normal User”, a client user has to be set up appropriately both in the user profile and when assigning the user to his/her project(s). Here is how a client user should be set up in the “Access Rights” section of the user profile (through Administration => Users > Users ): Select […]
What’s the difference between Default Email and Connected User’s Email in email notification properties?
The “E-mail Notification” section under Administration => Account > Edit Account allows you to control the FROM address of AceProject e-mail notifications. With the “E-mail notification sender” value set to “Connected User’s Email”, if a user assigns or updates a task, the assignee(s) who will reply to the generated e-mail notification will automatically have their replies […]
How does the Task Reminder feature work?
The task reminder is a daily e-mail sent out to each active user that lists “Overdue”, “Soon Due” and “To Start Soon” tasks that are assigned to the user. Tasks that will appear in each category of the daily e-mail depend on 2 parameters you may set under Administration => Account > Edit Account , in […]