Accorto provides three presentation types of project selection. Which of the options you choose depends on the number of projects you have, their life cycle and longevity as well as your sharing settings.
Check also the Project Mode setup details.
Here we assume you use Project and Project Lines (the deliverables).
Here how it looks in the Salesforce Classic UI:
|few projects / lines
|many projects / lines
|many project / lines
|people who work on a few specific projects/lines
|people who need to access any projects (e.g. support)
|combination of both
|Show only active projects
|Show only shared/allocated Lines
|no (shows all lines)
|shows just my projects / lines
|project search, additional fields
|automatic search reduction - or list of all
|can get long if project/lines are not explicitly shared/allocated
|Need to know what the project is called (2 char), 2-4 clicks per project + line selection
|limited support in Safari
|Project Mode Code
Select the Project Mode in Setup > Custom Settings - Manage Accorto Settings
You have the option to overwrite the Project Mode for the Capture Time from Case.
If you have groups of people with different access needs, you can set up profiles e.g. for support staff with access to all projects/lines and consultants who work only on allocated project lines.