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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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 […]

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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 […]

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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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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 […]

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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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