Are there important things to know when importing users?

Here are a few important things you should know when importing users: When you export your users, the export file will contain stars (“*********”) in the Password field for all users to mask the actual passwords. If you wish to perform mass modifications to user profile information through an export/import procedure, do not make any […]

Read More

Are there important things to know when importing tasks?

Here are a few important things you should know when importing tasks: Although the source CSV file may contain values for both the ProjectNumber and ProjectName fields, only the ProjectName field is mandatory. This means you can actually leave out the ProjectNumber field altogether and AceProject will refer to the  ProjectName values in the CSV to determine […]

Read More

Where in the interface is it possible to export data?

AceProject allows you to export data to Excel and CSV formats in several areas of the interface. First, account administrators have access to the  Administration => Tools> Export Data  interface page. On that page, project structure, tasks and timesheet items from one or all projects may be exported. This page also allows you to export your […]

Read More

How does the import feature work?

Both the user and task imports work according to the same general principles. In each case, the import source file must be in CSV format with DOS/Windows Carriage Return + Line Feed invisible characters. The 1st “line” of the CSV contains “headers” that are associated with AceProject “fields”, each header being separated from the next […]

Read More

How do AceProject access rights work?

Here is some general info in regards to AceProject rights: AceProject has two levels of rights: the user level and the project level. If, at the user level, you setup a user as an Administrator, he/she will have access to all information across the entire account. If, on the other hand, the user is setup […]

Read More

How can I set up my clients as AceProject users?

As with any AceProject “Normal User”, a client user has to be set up appropriately both in the user profile and when assigning the user to his/her project(s). Here is how a client user should be set up in the “Access Rights” section of the user profile (through Administration => Users > Users ): Select […]

Read More