Access the Client list Within the interface, the “More…” menu option contains the item “Clients” In order to access the Manage Client pop-up and page you must be an Administrator or a Normal user with the “Can manage clients” user access right enabled. To add this right to a Normal User, open up his profile […]
Category: Projects
All project related questions, be it for project assignments, tracking, templates, etc.
What’s the difference between parent and child projects?
The “Parent/Child” relationship, in AceProject terminology, refers to the relationship between a template project and a project that was created based on the template. When a new project (the child) is created from a template (the parent), the new project is by default linked to the template. As long as a child remains linked to […]
How do I associate a client to a project?
If necessary, you may 1st add your client to the client list through Administration => Clients. Here is the step-by-step to associate a client to a project: Select Project Tab > Edit Project if you already have a project tab for the given project. Otherwise, select Home => Projects > Projects and then click on the […]
Can entire projects be imported from another application?
At this time, project files cannot be imported. However, AceProject allows you to import tasks into existing projects through a CSV source file. You may find more information regarding the task import feature in the following help pages: Are there important things to know when importing tasks? How does the import feature work?
Which characters are allowed in the Project Number field?
Although the Project Number is automatically populated by AceProject, it can be changed. This is actually an alphanumeric field so numbers, letters and special characters are allowed.
How do I delete a project?
Here’s the procedure to delete a project: Select Home => Projects > Projects. Click on the project Number link to reach the Edit Project Information page. Click on “Delete this project” in the right pane. Further information Only administrators can delete projects. Deleted projects are stored in “recycle bin” for 30 days. This page can […]
Can projects be exported?
A project in its entirety cannot be exported in a single operation. However, it’s parts can be exported separately, in CSV or Excel format, as follows: Its tasks can be exported under ” Administration => Tools> Export Data “. It’s time sheets can be exported under ” Administration => Tools> Export Data “. All documents associated with the project […]
How should I use Task Priorities?
Task priorities are used to define the tasks’ level of urgency. Task priorities can be “Low”, “Normal”, “Urgent” or “Critical”, for instance.
What’s the purpose of the Order number for task groups, types, statuses and priorities?
The order number indicates the order of appearance of the value in the corresponding drop-down. Additionally, when task lists are sorted by task group, type, status or priority, the ordering of the tasks is actually based on the Order number.
How to remove a link in a Project?
To remove a link in a Project, go to the Edit Project page and from the Settings section beside the Parent/Child Projects item, click the “remove link” button.