Report by Description
is used to perform a search
based on text content. The search is made within 3
Summary, Details and
This window has 3
parts: the title bar, the search bar and the report table.
- The title
bar tells you where you are in AceProject.
- At the end of the title bar you will find the
link to contextual help, as well as the link to add a new task.
- The Printer Version link opens a window that contains only
the tasks that correspond to your search criteria. You can even
choose the number of tasks per page.
- The Export link opens a window that allows you to export the task
report by description that is displayed on your screen. Exportation is
available in two formats: CSV and Microsoft Excel. The following
criteria can be set: Column Delimiter, Decimal Symbol and Date Format.
title bar will also display your total number of tasks that
correspond to your search.
- The search bar is used to filter
the information you want in the report.
- Simply type in the text
you are looking for and/or the task status, then click on
- AceProject will search in the four description fields and
display tasks corresponding to your search, with the search item
in red type.
- The Report table displays
all items that correspond to your search:
- You can sort the table
by clicking on any column header: click once to sort in ascending
order and twice to sort in descending order.
- Click on the task
summary to open it.
- If there is a file icon next to the task summary (),
this means there are file(s) attached to the task. Click on
the file number to open the task's file attachment tab.
How do I add a task?
To add a task, click on the "Add a task"
link at right of the title bar. Then, fill out the mandatory
fields and click on the "Save" button. You must have proper
access rights to be able to add a task.