Archive: Tips & Tricks

Using AceProject for document check in/check out

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Document management is a very convenient feature in
AceProject. Documents can be associated with a task or a project. AceProject’s document management features include: Versioning, Locking and Public/Private Availability. Locking a document doesn’t hide it. Actually, anyone who can view the document can see it even when it’s locked. It’s simply put in read-only mode.

One might be interested in document management for storage, archiving and collaboration, among other things. Today, I’d like to focus on version control (a.k.a. check in/check out) which can be achieved using the locking feature in AceProject.

Locking a document protects it against deletion and overwriting. Read the Complete Post

A fun trick: DON’T build your projects reports in AceProject

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All the boss wants is to know how the project is going. She’s not interested in the task specifics. She wants to know if the project is on track or not.

Of course, who manages just one project these days? You need to be able to show all your projects together.

2 little reports will do the trick for you: the Project Gantt Chart and a customized Projects list.

Start with the Projects list.

Go to My Office > My Projects > My Assigned Projects.

This page shows all the projects you’re assigned to.  You can customize the look of this list to show computed fields like Actual Hours and Estimated Hours. Read the Complete Post

Task dependencies

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Most projects require that some tasks are accomplished in a specific order. For example, in a publicity project, the marcomm firm will want the client to approve the design before it goes to press. When the client, the representative and the printer are not in the same city, the risk of the file going to print too early can get pretty high. Ask any printing company how pleasant that is.

If you want to make sure that your client approves the design before it is sent to print, set up your client project in AceProject, and link the client approval task to the printing task with a dependency:

Once there is a dependency, you won't be able to open a task, unless the previous task is completed:

And in the Gantt chart, it's easy to see how the tasks are linked:

However, what I like most about task dependencies is how task dates are dynamically linked. Read the Complete Post