Project Definition and usage

Project Import
You can import projects, phases and lines in one go from a csv file.
Wed, Jun 12, 2019 at 12:38 AM
Project Assignments and Allocations
In the Project Workbench use the Project Allocation tab to assign or allocate Resources to Projects. First, select a project. You can search for th...
Tue, Oct 15, 2019 at 10:45 PM
Retainer and Prepayments
You can create and track Retainer and Prepayments for Projects.   The terms 'Retainer' and 'Prepayment' are used here interchangeably a...
Mon, Oct 5, 2020 at 8:15 PM
Project Restructure
You can move a project line to another project - or the project line transactions (e.g. time records) to another project line.  This allows to clean up repo...
Tue, Dec 15, 2020 at 10:23 PM
Project Recalculate Actuals
Accorto Projects maintains the current Costs, Revenue, and Expenses (updated immediately when some time or expenses are entered) - and actual Costs, Revenue...
Thu, Jul 29, 2021 at 11:48 PM
Project Allocation
You can allocate resources on the Project-Line level (i.e. the deliverable - see details) or on the Project level.  You can use Project Allocations...
Tue, Aug 3, 2021 at 5:34 PM