Access the Client list Within the interface, the “More…” menu option contains the item “Clients” In order to access the Manage Client pop-up and page you must be an Administrator or a Normal user with the “Can manage clients” user access right enabled. To add this right to a Normal User, open up his profile […]
To remove a link in a Project, go to the Edit Project page and from the Settings section beside the Parent/Child Projects item, click the “remove link” button.
Go to the Edit Project page and from the right panel select “delete project…” If your Project is linked to a parent (ie. created and linked to a template). Removal of the link is necessary before you delete the project. If you deleted this project in error, you can recover your project in the Administration […]
Following is a description of each of these fields. In the Estimates section 1. The Task Hours field is a computed field and shows the sum of the estimated hours on each task in the project. 2. You may also provide a value for the Project Hours field for whatever time you believe will be […]
In your “Edit my Profile” page (accessible by clicking on your avatar in the top right hand corner of screen), you can select “Last Viewed Project” as your “Welcome Tab” in the “Default Pages” section. If you do this, each time you will login, AceProject will immediately display the task list of the last project […]
Here is a step-by-step to create a new project. Click on the right edge of the “Home” tab in the top frame and select “+ New Project” in the pulldown menu. On the “New Project” page, select whether you want to create a blank project or whether you want to create one based on a […]
Along with the nature of the user-task relationship (whether the user is the task creator, assigned or reviewer on the task or neither), the Edit Task Level determines the specific actions a user will be able to perform on tasks in that particular project. This may more easily be understood through the Edit Task Level […]
When you delete a project through Project Tab > Edit Project, the project is only marked as deleted. All of the data associated with the project remains in the database for another 30 days unless an Administrator permanently deletes the project before then. A project that has been marked as deleted may be retrieved through […]
At this time, project files cannot be imported. However, AceProject allows you to import tasks into existing projects through a CSV source file. You may find more information regarding the task import feature in the following help pages: Are there important things to know when importing tasks? How does the import feature work?
A project in its entirety cannot be exported in a single operation. However, it’s parts can be exported separately, in CSV or Excel format, as follows: Its tasks can be exported under ” Administration => Tools> Export Data “. It’s time sheets can be exported under ” Administration => Tools> Export Data “. All documents associated with the project […]