Accorto Support

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 ...

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...

If you cannot access a project line in the Timesheet or Expense table, here are the steps to check: (1) Project Access In addition to the owner, the P...

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...

You can create and synchronize Projects from Salesforce Opportunities. In your opportunity, optionally add products with price and quantity. Then clic...

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...

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 "...

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...

If a service is delivered/invoiced e.g. monthly, you can automate setting up the Project Lines (Deliverables). This feature automates creating Project L...

Project Templates can be used to copy recurring deliverables or steps in a project. You can use any other Project as a template or create dedicated templat...