Contextual Help - Clients (Configuration)

The Clients tab displays all configured clients and permits adding more to the list. These clients can then be associated to projects.

This window has 3 parts: the title bar, the tabs and the information table. 

  • The title bar tells you where you are in AceProject.
    • The "Add a Client" link lets you create a new client in your account.
    • The "Help" link brings to the contextual help.
  • The Account Info tab displays all the data about your company and is mainly used to set the time zone, time management and corporate contact information. Information is organized in five groups: Account, Preferences, Contact, Company Address, and Email Notification Options.
  • The Time Types tab permits adding and editing work hour classifications such as holidays, vacation or overtime.
  • The Project Types tab displays all configured project types with their order of appearance and description. Project types are a way to categorize projects for easier management.
  • The Project Priorities tab displays all configured project priorities with their order of appearance and description. Project priorities are a way to categorize projects for easier management. For example, you could have urgent, high, normal and low priorities. 
  • The Clients tab displays all configured clients and permits adding more to the list. These clients can then be associated to projects.
    • Click on a client's name to see its complete contact information.
    • Click on a client's web site to open a new browser window and visit that web site.
    • Click on a client's email to open an email message window with this client as recipient.
  • The User Groups tab displays all configured groups and permits adding more to the list. Each user can be associated to a user group. User Groups help keep users together, for example as teams or departments.
  • Only administrators may make changes to this page. Click "Update" to save your changes.

How do I associate a client to a project?
You need to reach the Edit Project Information page. To do so, click on All Projects, then click on the project's number to open its parameters. Then, in the Settings group, choose a client from the Client Name drop-down list.


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