• The title bar tells you where you are in AceProject.
  • The "Open Project Tasks" link let you view the project's incomplete tasks list.
  • The "Help" link brings you to the contextual help.
• The Navigation Tabs let you to reach specific project parameters: assigned users, task groups, task types, task statuses and task priorities. Click on the tabs to reach a specific configuration page.
• The Project Information displays basic information about your project.  If you have the Administrator or Project Manager access rights, you are allowed to edit this page. Otherwise, it will be displayed in "read-only" mode.
  • The information is organized in 7 groups: General, Dates, Contact, Task Dependencies, Settings, Progress and Default Values.
    • Fields in bold with an asterisk* are mandatory.
  • The "General" group contains information about the project itself.
    • The project's name and number must be unique. Two projects cannot have the same number or the same name.
    • A project's number can be alpha-numeric (letters and numbers). 
  • The "Dates" group lets you enter a start date and a due-date for your project. You can enter a date manually in the field or reach a date from the calendar, by clicking the icon next to the date fields.
  • The "Contact" group contains the name and contact information of the person who is in charge of the project.
  • The "Task Dependencies" group is used to decide whether weekends will be included in the business days calculation or not, when task dates are adjusted. By default, task dates are adjusted excluding weekends (Monday to Friday).
    • For example, if the end date of a predecessor task is moved one day later, its successors' start and end dates will be adjusted accordingly. This means that a task that ends on a Friday will be adjusted differently depending on the selected option. If weekends are excluded, its end date will be moved to Monday. If weekends are included, its end date will be moved to Saturday.
                                              M  T  W  T  F  S  S  M  T  W  T  F  S  S 
      Weekends included                             X--X   
      Weekends excluded                            X-------X
  • The "Settings" group contains detailed project information.
    • The "Project Type" drop-down lets you associate your project with a specific type.
    • The "Client Name" drop-down lets you associate a client with the actual project. Click the business card icon next to the drop-down list to display the client's contact information.
    • The "Priority" drop-down lets you define a priority for your project.
    • The "Next Task Number" field is used to define a number for the next task that will be created for the actual project. 
    • The "Project Template" box lets you set this project as template. The actual project's structure (assigned users, groups, types, statuses and priorities) and tasks will be available for copy into a new project afterwards.   
    • The "Parent/Child Projects" field lets you view the list of projects that are linked with that project, if the actual project is a parent. Click the link to view the list of child projects.
      • If the project has child projects, changes made to the project structure (task groups, task types, task statuses and task priorities) will also be applied to all its child projects, in order to preserve structure integrity.
    • The "Task History Enabled" box lets you keep the history of all changes made to all tasks within the actual project.
  • The "Progress" group is used to provide users with progress information related to the actual project.
    • The "Status" drop-down lets you associate a status to the actual project. For example, a project can be "To Do", "In Progress" or "Completed".
      • Project statuses are separated by status type in the drop-down, for easier search.
    • The "% Done" field lets you know the average percentage of completion of all tasks that belong to the actual project.
    • The "Actual Hours" field lets you know the total number of hours that have been entered by users who are assigned to the actual project, through the time sheet module. Actual hours correspond to the number of hours filled in the time sheets for all tasks in that project. This only includes time sheet items with in progress, submitted and approved status. Rejected time is not included in the computation.
    • The "Actual % Done" field lets you know the quotient of actual hours divided by estimated hours.
  • The "Default Values" group is used to set date and time defaults for that specific project. You can set the default task start and due dates as well as the default estimated hours for a task.
• Click the "Update" button to save your changes or click the down arrow to expand a drop-down list that will let you perform the following actions:
  • "Update + Assign Users" lets you save your changes and reach the "Assigned Users" tab.
  • "Update + View Task Groups" lets you save your changes and reach the "Task Groups" tab.
  • "Update + View Task Types" lets you save your changes and reach the "Task Types" tab.
  • "Update + View Task Statuses" lets you save your changes and reach the "Task Statuses" tab.
  • "Update + View Task Priorities" lets you save your changes and reach the "Task Priorities" tab.
• Click the "Back" button to reach the "All Projects" page.

How do I add a project?
To add a project, you must go under "My Office -> My Assigned Projects -> My Projects" and click the "Add a project" link on top right. You will be redirected to the New Project page. Then, fill out the mandatory fields and click the "Save" button. Only administrators and normal users with the proper access rights can add a project.

How do I copy a project's structure and tasks?
A project's structure can be copied to another project upon the creation of a new project only. A project's structure and tasks cannot be copied to an existing project. To copy a project's structure and tasks, it must be configured as a template. To configure a project as a template, open the project's parameters and check the "Project Template" box in the "Settings" group. Then, to copy this project template to a new project, click the "Add a project" link in the" My Assigned Projects" page. You will be redirected to the "New Project Information" page. Fill in the mandatory fields, then select the project to copy from in the project template drop-down list. Note that when a project template is copied, the "Contact", "Dependencies", "Settings" and "Default Values" information is carried over automatically into the new project. Your project must be marked as a template to be available for copy.

How do I visualize the project's tasks?
To visualize the project's tasks, click the "Open Project Tasks" link on top right of the "Edit Project Information" page.

How do I delete a project?
To delete the project, click the "Click here to delete this project" link, just beside the "Update" button. You will be redirected to the "Delete Project" page. Note that projects can be deleted by administrators only.

What is the next task's number?
Task numbers are generated automatically by AceProject, using the next task number provided in the Edit Project Information page. You can change this generated task number when creating a new task. To change the number of the next task to be created, simply type in the number in the "Next Task Number" field and save your changes. 

How do I assign a user to a project?
To assign a user to a project (including yourself), click the "Assigned Users" tab. Then, click the "Assign a New User" link to select user(s) to assign to this project, then grant the proper access rights. A user must be configured in your AceProject account in order to be assignable to a project. To create users, click the "All Users" link on the left panel.

What is a project template?
A project template is useful if you would like to reuse a project's structure (groups, types, statuses and priorities) as well as tasks in a new project, To make a project's structure available to be copied, make sure you check the Project Template checkbox at the bottom of the table under the Project number tab.  

A project template can become a parent, and therefore, be linked with child project(s). As a result, changes made to the parent project's structure (task groups, task types, task statuses and task priorities) will also be applied to all its child projects, in order to preserve structure integrity.

AceProject won't let me set the project's dates.
AceProject checks the tasks' start and end dates. If you set a project's dates outside of that scope, AceProject will not allow these dates. Dates within the correct date frame will be proposed to you.