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 and y...
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...
Wed, Mar 27, 2024 at 2:32 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 to contr...
Wed, Mar 27, 2024 at 2:36 PM
Project Line Life Cycle
Project Lines are the main data sink for progress reporting and invoicing. Depending on the status of the project line, users and administrators have th...
Mon, Oct 10, 2022 at 9:59 PM
Invoice Distribution
By default, a time/expense item is charged to a particular customer/account. Accorto also supports the distribution of costs/charges, e.g. Two or more le...
Fri, Jun 14, 2024 at 3:18 PM