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Articles Tagged: Suggestions for Account Setup

How should I use Project Statuses?

AceProject allows you to create project statuses in 3 main categories: The “Waiting” category:  Statuses in the “Waiting” type are used when no work has yet been performed on the project. A status in this category could, for instance, be created for projects that are still under analysis and for which no green light has […]

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How should I use Expense Types?

Whenever a user records and expense in AceProject, he/she must associate the expense to an Expense Type. From a reporting standpoint, both the project level and Home tab expense reports allow you to filter by Expense Type. Hence, your decision on how best to make use expense types should take all this into account as […]

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How should I use User Groups?

AceProject makes use of User Groups in several areas of the interface, namely: In time and expense approval and reporting pages under the Home tab In the User Workload reports When performing project level assignments (through  Project Tab > Assignments ), available users are displayed by User Group Hence, user groups are well-suited to represent your […]

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How should I use Project Types?

Project Types may be used to group projects together by organization departments or by project “nature”, for instance. Project list and Gantt charts as well as time, expense and user workload reports available under the Home tab all provide you with a Project Type filter. The project list and Gantt chart pages also provide you […]

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How is it possible to set up hierarchies in AceProject?

AceProject supports the following hierarchy: “Project Types”, “Clients”      “Projects”           “Task Groups”, “Task Types”                “Tasks” Each level in this hierarchy can contain 0, 1 or several “objects” of the level below it. For instance, a Project Type can contain several Projects. When 2 “objects ” are on […]

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How should I use Time Types?

Whenever a user records a time item in an AceProject timesheet, he/she must associate a Time Type to the item. From a reporting standpoint, both the project level and Home tab time reports allow you to filter by Time Type. Hence, your decision on how to use time types should take all this into account […]

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