The New Project page is used to create a blank project or copy an existing project
template, including items such as tasks, file attachments and even
This window has 3 parts: The title bar,
the Project Selection area
(step 1) and
the Project Information area
- The title bar tells you
where you are in AceProject. At the end of the title bar
you will find the link to the contextual help.
- In Project Selection area (step 1) lets you choose whether
to create a blank project or to copy another project's parameters such
as task types, statuses, priorities, users and even tasks.
- Create a blank project: Choosing this option will create an
empty project. It will contain no tasks, no project documents, no
assigned users, task groups, statuses, priorities and types, nor any
other specific configuration.
- The "Create Default Values" checkbox lets you define default task
groups, task types, task statuses and task priorities for your new
- Copy a project from this template: Choosing this option will
let you "borrow" configuration parameters from an existing project
template. This is useful to avoid re-assigning users, creating task
types, statuses, priorities, groups, as well as adding basic tasks and
files that you will use with every project.
- Select the project to copy from.
- Copy project documents: Select this checkbox if you would
like to copy all documents associated to the project itself. All locked
documents in the
original project will be unlocked in the new project. This does not
include files attachments associated to tasks.
- Copy tasks: Select this checkbox if you would like to copy the
project's tasks as well.
- Copy file attachments: Select this checkbox to copy the files
attached to the tasks to the new project. This will create a
duplicate of the files in the new project.
- Adjust task dates based on project start date: Select this
checkbox to keep the same time interval with the project's start date.
For example, if a task starts 6 weeks after the beginning of the
project, its dates will be adjusted so it starts 6 weeks after the
beginning of the new project. This helps you keep your time-based
structures intact. A project template must have a start date if you wish
the task dates to be adjusted accordingly.
- The Project Information
area (step 2) displays
basic information about your project.
create the new project
and open the "Project Configuration" page, or
"Back to Projects" to return to the
"All Projects" page.
do I copy a project's structure and tasks?
To copy a project template to a new project, click the
Template" radio button, then select the project to copy from
the drop-down list. If you would like to also copy
this project's tasks, check the Copy tasks checkbox. Finally,
fill out the rest of the form and save your new project.
project must be configured as a template to be available for copy.
To configure a project as a
template, open the project's parameters and check the project
template checkbox at the bottom of the Project number tab.
is the next task number?
Task numbers are generated automatically by AceProject, using the next task number provided in the
Project Information" page. You can change this generated task
number when creating a new task. To change the number of the next
task to be created, simply type in the number in the
Number" field and save your changes.
do I assign a user to a new project?
Once your project is created, you will be able to assign users
to it. To assign a user to a project (including yourself), open
your new project and click the
"Assigned Users" tab. Click on the
"Assign a New User" link to select a new user to assign to this
project, then set access parameters for the newly assigned user.
user must be configured in your AceProject account in order to be
assigned to a project.
- To create users, click the
is a project template?
A project template is useful if you would like to reuse a
project's structure (groups, types, statuses, assigned users, and priorities) as
tasks in a new project, To make a project's structure available
to be copied, make sure you check the Project Template checkbox at
the bottom of the table under the