How to Add a Client Profile and Associate it to a Project?

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 […]

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How to delete a Project?

Go to the Edit Project page and from the right panel select “delete project…” If your Project is linked to a parent (ie. created and linked to a template).  Removal of the link is necessary before you delete the project. If you deleted this project in error, you can recover your project in the Administration […]

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How can I add a project and assign users to it?

Here is a step-by-step to create a new project. Click on the right edge of the “Home” tab in the top frame and select “+ New Project” in the pulldown menu. On the “New Project” page, select whether you want to create a blank project or whether you want to create one based on a […]

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What is the Edit Task Level?

Along with the nature of the user-task relationship (whether the user is the task creator, assigned or reviewer on the task or neither), the Edit Task Level determines the specific actions a user will be able to perform on tasks in that particular project. This may more easily be understood through the Edit Task Level […]

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Can I restore a deleted project?

When you delete a project through  Project Tab > Edit Project, the project is only marked as deleted. All of the data associated with the project remains in the database for another 30 days unless an Administrator permanently deletes the project before then. A project that has been marked as deleted may be retrieved through […]

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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?

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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 […]

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