Portfolios Archives - AceProject

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 […]

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 […]