AceProject Archives - AceProject

Timesheet Improvements in the New Interface

We are proud to launch new improvements to our timesheet module. Over the past few years, we have received much feedback on improving our time management processes.

Here is a summary of them:

When you submit your time to someone, we now record the user you selected. For reporting purposes, the “Submitted To” column can be chosen on your My Time and Time Approval panels.
The “User Group” filter has been added to the Time Approval panel.
You can now force the choice of an approver when the time is submitted. This particular option is set at the account level.
Each user can select a default approver to ease the selection when submitting their time.
An email notification can be sent to users who did not complete their timesheet properly: not fully submitted or not fully entered the minimum number of hours.

New “Submitted To” Column

When you submit your time to someone, […]

By Daniel Raymond|2024-04-23T15:47:56-04:002024-04-18|

Introducing Project Portfolios in AceProject

After months of hard work, we are proud to introduce a new way of working with your projects: Project Portfolios.

A portfolio of projects should contain similar projects, sharing the same structure of assigned users, task statuses, groups, types, and priorities. In a portfolio, assigned users have the same access rights for all projects, except if you overwrite them at the project level. When you create a project, you must choose the portfolio to which it belongs.

Example: Let’s say you have ten marketing projects; then you should group them into a Marketing Portfolio to ensure all marketing projects have the same structure. This will allow you to display all tasks from your marketing portfolio in one click. Soon, we plan to enable you to move a task from one project to another in the same portfolio in a single click and to activate the Board view for all projects from a portfolio.
Before the Portfolios: Previously, you had parent and child projects with dynamic and static templates. That concept has been deprecated and replaced with […]

By Daniel Raymond|2024-02-15T15:55:59-05:002024-02-05|

Remove Link Deprecated for Child Projects (In Progress)

You can no longer remove the link between a parent and a child project from the classic interface.

There was incomprehension about the purpose/goal of working with project templates, parents, and child projects. Most people clicked the Remove Link button without knowing they would lose synchronization across their parent/child projects with groups, types, priorities, and statuses.

We want to encourage users to group projects because projects of the same nature should share the same structure (assigned users, groups, types, priorities, statuses).

A new way of working on your parent and child projects will be released soon in the new interface: Project Portfolios.

Actually

You create a parent project (template) with assigned users, task groups, types, priorities, and statuses.
- Then, you can create a child project based on a parent project (template).
You can remove the relationship between a parent and child project to independently manage your task groups, types, priorities, and statuses.

After (Coming Soon)

Similar projects will be under a mandatory Portfolio of Projects.
Each project previously linked to the same “parent” will become a portfolio member.
The original […]

By Daniel Raymond|2024-02-15T15:58:54-05:002023-10-17|

Administration Panels Complete in the New Interface

We proudly announce that we made great progress in the new interface. We have completed all project, user, and account management panels. Please login to the New Interface and give it a try.

Here is the list of things you can now do:

Add a user to your account;
Modify any user preferences or your own profile (including your password);
Open a user list panel to see all users;
Assign a user to a project with proper access rights;
Assign a project to a user with proper access rights;
Modify your account preferences;

How to add a user to your account?

Simply click the “New User” menu item at the screen’s top upper left: see the image below. A panel will appear to enter the new user credentials, access rights, email notifications, and other settings.

By Daniel Raymond|2023-07-27T11:57:58-04:002023-07-27|

Introducing the User List Panel in the New Interface

Before the end of the year, we are glad to launch our latest release of 2022, which includes a new user list panel for AceProject. The next iteration of that panel will allow you to edit the settings for each user, including their project access rights.

How to open the User List Panel?

Simply click the “Users” button at the screen’s top upper left: see the image below. Proper access rights are needed: administrators will see all users with all fields (27), while regular users will see a limited number of fields (9).

What columns are available in the user panel view?

The user panel allows you to add/remove the columns in the grid by simply clicking the 3-dot menu from any column. You can choose from 27 columns:

How to use the User List panel?

The User List panel offers a lot of flexibility. By default, you see all active users in your account. You can […]

By Daniel Raymond|2023-02-20T14:28:37-05:002022-12-15|

New Time and Project Features in the New Interface

Good News! We just rolled out many new features in the New Interface. When you create a new project from a template, we added some options to also copy tasks and documents.

An administrator can now manage time types and time statuses without going to the classic interface anymore.

Finally, you can see your deleted projects directly from the Project List panel, and restore them easily within the 30-day grace period.

How to use the Copy Project Options?

When you create a new project, you have to select a template project to share the structure with. Once the template project is selected, you now have some copy options available below.

How to manage your Time Types and Time Statuses?

Simply click the “Time” button located at the top upper left of the screen, and choose the option your want. You have to be an administrator to access this feature.

How to modify your […]

By Daniel Raymond|2023-02-20T14:28:54-05:002022-11-02|

Introducing Project List in the New Interface

The new interface is still evolving with a panel displaying the list of your projects. This new panel displays all your projects in a comprehensive grid, allowing you to filter, sort, and group your projects with multiple criteria.

How to open the Project List?

Simply by using the “Projects” button located at the top upper left of the screen, and click the “Project List” item. See the image below:

How to use the Project List panel?

The Project List panel offers a lot of flexibility. First, you see the projects you are assigned to if you are a normal user, and all projects if you are an administrator. If you click any project, it will open the Edit Project panel and allow you to do some modifications.

Moreover, you have the following options available:

#1 Grouping: This feature allows you to group your projects on one or several levels. For example, you can group your projects by Status, then by Type. To activate this feature, simply drag-drop a column above the […]

By Daniel Raymond|2023-03-26T22:45:23-04:002022-09-19|

Introducing New/Edit Project Panels, and More

In our effort to continuously improve the new interface, it is now possible to create a new project and modify the parameters of an existing project. You can also configure project types, statuses, priorities, and clients.

How to create a new project?

First by using the “New Project” button located at the top upper left of the screen.

You can also create a project based on an existing project from the left panel. Any project can be used as a template to create a new project.

How to edit an existing project?

It is now possible to edit project settings using the Edit Project popup. Here are the details of these 3 panels divided into tabs.

To access the Edit Project popup, you can use the left menu panel.

By Daniel Raymond|2023-02-20T14:29:23-05:002022-08-11|

Introducing Project Configuration in the New Interface

The new interface continues to be the focus of our attention, and today we are happy to allow a project structure to be configured. Administrators and project managers can now configure the assignments, groups, types, priorities, and statuses of their projects, all within the new interface.

How can I modify the project configuration?

The easiest way is to use the treeview. Under each project, use the menu to access the Project Configuration menu and click one of the sub-menu to access the corresponding popup panel (assignments, statuses, groups, types, priorities).

Also, when opening any given task, simply click the edit icon next to the field you want to modify.

How do I configure my project assignments?

Once you click the edit icon from the edit task panel, this panel will display and will allow you to assign or unassign one or several users to your project.

Click the Add button if need one or several users to be added to […]

By Daniel Raymond|2023-02-20T14:29:34-05:002022-04-18|

Time Module now fully available in the New Interface

We are happy to announce that the time management module is now available in the new interface. You can start entering your personal time with the timesheet module or the punch clock. Moreover, you can approve/reject other users’ time with the time approval module.

Time Entry Panel

How to access the time entry panel?

By using the Time button on the top header.

What options are available with the time entry panel?

View multiple weeks on the same page;
Select the time period and the number of weeks you want to see at a time;
Filter your time items with 3 filtering options (project/time status/time type);
Choose the columns you want to see in the grid view; Click any column to sort;
Change time values directly in the grid without opening another popup;
Get the totals per week/row/column for the selected period;
Easily see what time items are submitted/rejected/approved with colors;
Check multiple time items to submit them for approval, or for deletion;
Easily add time in any week using the […]

By Daniel Raymond|2023-02-20T14:29:47-05:002022-04-05|