Project

Project Definition and usage

Project Overview
Projects allow you to plan and track time and expenses.  Projects have Lines - and optional Phases. Project Phases usually map to ars summary level for ...
Mon, Sep 10, 2018 at 8:34 PM
Project Line Allocation
Our objective is to speed up Time and Expense entry - also by restricting the selection options of projects to just the ones relevant to the user. Proje...
Wed, Jul 25, 2018 at 10:01 AM
I cannot access the Project Line in Timesheet or Expense
If you cannot access a project line in the Timesheet or Expense table, here are the steps to check: Project The project should be Active and...
Fri, May 8, 2015 at 9:47 AM
Advanced Project Tracking
You can track the progress on your projects by watching the actual time/expense spent. The Project Line information is rolled up to Project Phase and Projec...
Mon, May 9, 2016 at 3:34 PM
Project from Opportunity
You can create and synchronize Projects from Salesforce Opportunities. In your opportunity, optionally add products with price and quantity. Then clic...
Fri, May 8, 2015 at 11:28 AM
Project Display Options
If you have many projects, the list of Project Options in your Timesheet or Expense Table might get very long.  Here we outline the setup of the display op...
Wed, May 24, 2017 at 10:44 PM
Gantt
You can display projects in a Gantt chart. In the project - click on the Gantt link and the chart displays. The functionality is only available in the "...
Fri, May 8, 2015 at 11:59 AM
Project Mode
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...
Wed, May 17, 2017 at 12:10 PM
Recurring Deliverables (Project Lines)
If a service is delivered/invoiced e.g. monthly, you can automate setting up the Project Lines (Deliverables). This feature automates creating Project L...
Sun, Jun 4, 2017 at 9:18 PM
Project Template
Project Templates can be used to copy reoccurring deliverables or steps in a project. You can use any other Project as a template, or create dedicated temp...
Wed, Aug 23, 2017 at 8:40 PM