sharemundo - Project management, business management, engineering consulting, talents and solutions sharemundo - Project management, business management, engineering consulting, talents and solutions
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  • SOLUTIONS
    • PRESENTATION
    • BY SECTOR
      • Solution – Sectors – Industry
    • BY ACTIVITY
      • Solutions – Freelancers
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Help Center

SOLUTIONS by sharemundo

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Onboarding

4
  • Getting started
  • Book a demonstration
  • Request free access
  • Buy one of our solutions
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Registration

5
  • Create your account
  • Configure your account
  • Activate Your Free Trial
  • Use a promotional code
  • I cannot use my authentication application
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Administration server

42
  • Revoke a user's role (in the 'Users' section)
  • Assign or change a user's role
  • Create an API key
  • Add a private MCP
  • Integrations – Introduction
  • Delete a role
  • Edit a role
  • Add a role
  • Role Management – Introduction
  • Administration server dashboard
  • Connections - Introduction
  • Get an overview of my company's connections
  • Connect to another company
  • Connect to users from other companies
  • Approve or reject connection invitations
  • Disconnect from a company or a user
  • Get details on the companies and users I am connected to
  • User management - Introduction
  • Create a new user
  • Differences between profiles
  • Delete a user from my company
  • Restore a deleted user
  • Assign licenses to users ('Users' section)
  • Revoke user licenses ('Users' section)
  • Solutions and Licenses - Introduction
  • Get an overview of the licenses purchased by my company
  • Get an overview of the solutions purchased by my company
  • Buy additional licenses
  • Assign licenses to users ('Licenses' section)
  • Revoke user licenses ('Licenses' section)
  • Billing - Introduction
  • View my company's billing history
  • Manage my subscription
  • Stop the automatic renewal of my subscription 
  • Update my payment methods 
  • Global configurations - Introduction
  • Edit 'Global Configurations' Items
  • Settings - Introduction
  • Make my company profile searchable
  • View or edit my company profile
  • View or edit my user profile (Company administrator)
  • Make my user profile searchable (Company administrator)
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Processes common to all sharemundo links solutions

131
  • Create a new project
  • Add people to my project team (existing sharemundo links® connection)
  • Add people to my project team ("external" people)
  • Modify an existing project
  • Modify project status
  • Convert an offer into a project
  • Projets – Introduction
  • Actions de l’entreprise – Vue ‘Gantt’
  • Créer un justificatif de la note de frais
  • Exporter le suivi de notes de frais
  • Télécharger un justificatif de la feuille de temps mensuelle
  • Voir un aperçu de mes feuilles de temps mensuelles
  • Supprimer une feuille de temps mensuelle
  • Générer la feuille de temps mensuelle
  • Products and Services – Introduction
  • I want to link a project to my opportunity
  • I want to link an action item to my opportunity
  • I want to link a structure to my opportunity
  • Edit a contact (user or company)
  • Linking a Structure to an Event
  • Link an observation to an event
  • I want to link a structure
  • I want to link an opportunity
  • View a document's history
  • Share a document in the chat
  • Company Actions – "Time" View
  • Share an action in the chat
  • Remove an internal job posting
  • Edit an internal posting
  • Add an internal listing
  • Company management module - Introduction
  • Company dashboard - sharemundo links® "Core"
  • Company dashboard - sharemundo links® "Enterprise"
  • How do I navigate in my sharemundo links® solution?
  • Update my company profile
  • Update my user profile
  • Make my user profile visible
  • Reorganize widgets on the dashboard
  • Add widgets to the dashboard
  • Remove widgets from the dashboard
  • Corporate actions - Introduction
  • Company actions - List view
  • Company action items - Table view
  • Company action items - Calendar view
  • Create a new company action item
  • View action item details
  • Modify an action item (assigned person)
  • Modify an action item (person who assigned the action)
  • Create a subtask for an action item
  • View subtask details
  • Modify a subtask
  • Duplicate an action item
  • Delete an action item
  • Corporate chat - Introduction
  • Join a discussion with all my colleagues
  • Have a private conversation with a colleague
  • Enterprise document management - Introduction
  • Documents - 'Folders' view
  • Documents - List view
  • Get an overview of my company's documents
  • Create a new folder
  • Create a subfolder
  • Rename an existing folder
  • Delete a folder
  • Upload a document to sharemundo links®.
  • View a document
  • Edit document metadata
  • Download a document
  • Send a document
  • Delete a document
  • Link documents - Introduction
  • Link documents - documents already loaded in sharemundo links®.
  • Link documents - documents' upload
  • Remove linked documents
  • My Requests – Introduction
  • Get an overview of my employees' timesheets
  • Voir un aperçu de mes relevés d’heures
  • Saisir mes heures
  • Modify a timesheet
  • Delete a timesheet
  • Approve or reject a timesheet
  • Exporter des relevés d’heures
  • Get an overview of my employees' expense reports
  • Get an overview of my expense reports
  • Enregistrer une note de frais
  • Modify an expense report
  • Delete an expense report
  • Approve or reject an expense claim
  • Finance – Introduction
  • Get an overview of my company's invoices
  • Create a new invoice (company)
  • Create a new invoice (project)
  • Editer une facture/un avoir
  • Edit invoice status
  • Download an invoice
  • Send an invoice
  • Delete an invoice
  • Portail RH – Introduction
  • Get an overview of my employees' absences
  • Get an overview of my absence requests
  • Request an absence
  • Cancel an absence request
  • Get an overview of absence requests awaiting approval
  • Approve or reject an absence request
  • Enter a new observation about one of my collaborators
  • Get an overview of how my resources are used
  • Edit my employees' HR data
  • Contact management - Introduction
  • Create a new company in my contacts
  • Create a new user in my contacts
  • Add a user to my contacts
  • Add a company to my contacts
  • Send a sharemundo links® connection request
  • Remove a user (or a company) from my contacts
  • Restore a deleted contact (or company)
  • Opportunities and Offers - Introduction
  • Get an overview of my company's opportunities and offers
  • Register a new opportunity
  • Converting an opportunity into an offer
  • Edit an opportunity or an offer
  • Close an opportunity or an offer
  • Delete an opportunity or an offer
  • Company calendar - Introduction
  • Add a new event to my company calendar
  • View calendar event details
  • Modify a calendar event
  • Delete a calendar event
  • Synchronize my Outlook calendar with my company calendar
  • Configurations (Enterprise) - Introduction
  • Modify my company's configurations
  • Synchronize configurations with global configurations
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Processes specific to sharemundo links "Enterprise" solutions

48
  • Imprimer dans le module ‘évaluations d’éléments’
  • Ajouter une note dans le module ‘évaluation d’éléments’
  • Je veux lier un bon de commande à mon jalon
  • I want to share a milestone in the chat
  • I want to duplicate a milestone
  • I want to link a structure to a project phase
  • Je veux partager une phase sur le chat
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Project actions - Introduction
  • Create a new project action
  • Project document management - Introduction
  • Get an overview of my project documents
  • My Requests – Introduction
  • Finance – Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to the 'Element evaluation' module
  • Add a sketch in the 'Element evaluation' module
  • Add an audio recording in the 'Element evaluation' module
  • Add a document in the 'Element evaluation' module
  • View an element / object ('Element evaluation' module)
  • Modify element/object properties ('Element evaluation' module)
  • Delete an element / object ('Element evaluation' module)
  • Managing Project Phases and Milestones – Introduction
  • Get an overview of project phases and their status
  • Get an overview of the project milestones
  • Add a project phase
  • View project phase details
  • Modify a project phase
  • Closing a project phase
  • Delete a project phase
  • Add a project milestone
  • Edit a project milestone
  • Close a Project Milestone
  • Delete a project milestone
  • Duplicating a project phase
  • Site reports - Introduction
  • Get an overview of all site reports (for a given project)
  • Add a site report
  • View a site report
  • Modify a site report
  • Delete a job report
  • Send a site report
  • Print a job report
  • (Project) Configuration - Introduction
  • Modify project configurations
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Processes specific to sharemundo links "Energy Consultant Solution".

1
  • Financing - Introduction
  • Home
  • sharemundo links Help Center
  • Processes common to all sharemundo links solutions
  • Actions de l’entreprise – Vue ‘Gantt’

Temps de lecture: < 1 min

Actions de l’entreprise – Vue ‘Gantt’

This feature is common to all sharemundo links® solutions.

The screenshots below show corporate tasks, but the principles are the same for project tasks (if you have a Sharemundo Links® solution that includes project management).

This actions view shows you the actions related to your company or your past, current, or future projects.

Vous pouvez naviguer entre les semaines en utilisant les filtres ou les boutons ‘jours’, ‘semaines’ et ‘mois’. (situés à droite de l’écran juste au dessus de l’échéancier).

Pour voir plus de détails ou modifier une action spécifique, cliquez sur son nom dans l’échéancier à droite, vous accéderez directement au formulaire d’édition.

By clicking on the action button, you can :

  • view detailsoreditan action;
  • duplicatean action;
  • Partager l’action dans le chat;
  • Deletean action.

CONSULTING, SOLUTIONS, TALENTS

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