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Administration server

34
  • Administration server dashboard
  • Connections - Introduction
  • Get an overview of my company's connections
  • Connect me to another company
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Processes common to all sharemundo links solutions

107
  • Company management module - Introduction
  • Company dashboard - Introduction
  • Company dashboard - sharemundo links® "Core"
  • Company dashboard - sharemundo links® "Enterprise"
  • How do I navigate in my sharemundo links® solution?
  • Update my company profile
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  • Corporate actions - Introduction
  • Company actions - List view
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  • Create a new company action item
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  • Corporate chat - Introduction
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  • Time registration - Introduction
  • Get an overview of my employees' timesheets
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  • Record expenses - Introduction
  • Get an overview of my employees' expense reports
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  • Billing - Introduction
  • Get an overview of my company's invoices
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  • Editing an invoice
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  • Resources - Introduction
  • Get an overview of my employees' absences
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  • Enter a new observation about one of my collaborators
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  • Create a new company in my contacts
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  • Opportunities and Offers - Introduction
  • Get an overview of my company's opportunities and offers
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  • Add a new event to my company calendar
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  • Configurations (Enterprise) - Introduction
  • Modify my company's configurations
  • Synchronize configurations with global configurations
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Processes specific to sharemundo links "Enterprise" solutions

54
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Create a new project
  • Modifying an existing project
  • Modify project status
  • Add people to my project team (existing sharemundo links® connection)
  • Add people to my project team ("external" people)
  • Opportunities and Offers - Introduction
  • Convert an offer into a project
  • Project actions - Introduction
  • Create a new project action
  • Project chat - Introduction
  • Participate in a discussion with the entire project team
  • Project document management - Introduction
  • Get an overview of my project documents
  • Time registration - Introduction
  • Enter my hours (project)
  • Record expenses - Introduction
  • Record an expense claim (project)
  • Billing - Introduction
  • Create a new invoice (project)
  • Item evaluations - Introduction
  • Add a photo to the 'Element evaluation' module
  • Add a note in 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)
  • Project phase and schedule management - Introduction
  • Get an overview of project phases and their status
  • Get an overview of the project jâlons
  • Add a project phase
  • View project phase details
  • Modify a project phase
  • Closing a project phase
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  • Modifying a project level
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  • Duplicating a project phase
  • Site reports - Introduction
  • Get an overview of all site reports (for a given project)
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  • 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
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  • Processes specific to sharemundo links "Enterprise" solutions
  • Add a sketch in the 'Element evaluation' module

Temps de lecture: < 1 min

Add a sketch in the 'Element evaluation' module

This feature is only available if you have a license for one of the sharemundo links® 'Enterprise' solutions.

Step 1: After selecting the project for which you wish to add a sketch, go to the 'Element evaluation' section in the left-hand menu ('Project management' section).

Step 2: Go to the 'Sketch' tab.

Step 3: Click on 'Add a sketch'.

Step 4: Draw your sketch.

Step 5: Enter the metadata relating to your sketch and click on 'Save'.

Step 6: The sketch you've just drawn will automatically be added to the 'Sketch' tab in the 'Element Evaluation' module and to the 'Sketch' folder (subfolder of 'Element Evaluation') in the 'Project Document Management' module.

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  • SOLUTIONS
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