Getting Started - Please read this if you're a new user

Getting Started - Step 2. Configure your first project

Once you have created all users in your account, you are ready to configure your first project. Here's how you configure the structure of your first project and assign users to it.

Configure your first project
As you may have noticed, a project example named "New Project" and numbered "PROJ-001" has been automatically created in your account. Now, two options are available to you: Modify the project example we created for you. Start from scratch and create a new project.
Modify the project example we created for you To open the project example, go to "Administration -> All Projects" and click the project number to open the "Edit Project Information" page. This page lets you view the project structure. In order to adapt this project to your needs, we suggest you configure the following: Basic parameters Project Number Project Name Start-Date Due-Date Contact Information Advanced parameters Task dependency options Project Type Project Status Project Priority Enable Task History
Start from scratch and create a new project To create a new project, go to "Administration -> All Projects" and click the "Add a Project" link at the upper right of the main page. From there, 2 options are available to you: Create a blank project Use this option if you wish to create a brand new project. Additionally, you can check the "Create default values..." box to auto-populate default task groups, task types, task statuses and task priorities. Otherwise, these elements must be configured manually. Here's how you configure a blank project: Fill out the "New Project" page. The following fields are mandatory: Project Number, Project Name, Project Type and Project Priority. Assign users to the project by clicking the "Assigned Users" tab. Each user can be granted access rights specific to his or her functions. Define your own task groups, task types, task statuses and task priorities. Copy a project from a template Use this option if you wish to borrow an existing project's structure to create a new project. Using this option can make you save time, since this ensures that the exact same structure will be used from one project to the other. You can check which of the template's items you wish to copy. The following options are available when you copy a project template: Choose the template you wish to use from the drop-down list. Choose which items you wish to copy from that template (project documents, tasks and file attachments). Once you choose the new project's start date, AceProject can adjust the task dates from the template. You can make a template from any project easily by checking the "Project Template" box. In order to copy a template, you must be assigned as a "Project Manager" on it. You can link the child project you are creating with its parent by checking the corresponding box. Linking a child project to its parent ensures that the child project's structure (task groups, task types, task statuses and task priorities) will always be identical to its parent's. Note that this option is available when a project template is copied only.
Assign users to the project From the "Edit Project Information" page, select the "Assigned Users" tab and click the "Assign a New User" link at the upper right. Choose user(s) from the list box, which lists all existing users in your account. You must provide the user(s) with access rights on the project level (the access rights you granted on the previous step are at the account level). You can find all details about these access rights here. Click "Save" when you are done.
Configure the project structure
This is where you define categories and tags for your tasks. The 4 last tabs in the "Edit Project Information" page lets you configure "Task Groups", "Task Types", "Task Statuses" and "Task Priorities". You can add an item in either of these categories by clicking the corresponding tab and by clicking the "Add a ..." link at the upper right of the corresponding page. Do not forget to click "Save" when you are done.
Task Groups They are used to separate your project in phases or modules. You can also use task groups to simulate sub-projects. i.e. "Phase A", "Phase B", "Phase C".
Task Types They are used to separate your tasks by work category. i.e. "Programming", "Meetings", "Bugs & Issues".
Task Statuses They are used to inform on the state of completion of each task. A pre-defined "Type" must be associated with each status (Waiting, In Progress and Completed). i.e. "To Do" ("Waiting" type), "Ongoing" ("In Progress" type), "Finished" ("Completed" type).
Task Priorities They are used to prioritize your tasks and to define the level or urgency of each task. i.e. "Low", "Urgent", "Critical".