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Administration server

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  • Products and Services – Introduction
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Processes specific to sharemundo links "Enterprise" solutions

58
  • 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
  • Create a new project
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  • Opportunities and Offers - Introduction
  • Convert an offer into a project
  • Project actions - Introduction
  • Create a new project action
  • Project chat - Introduction
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  • Project document management - Introduction
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  • Item evaluations - Introduction
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  • View an element / object ('Element evaluation' module)
  • Modify element/object properties ('Element evaluation' module)
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  • 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
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  • Closing a project phase
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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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  • (Project) Configuration - Introduction
  • Modify project configurations
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Processes specific to sharemundo links "Energy Consultant Solution".

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  • Financing - Introduction
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  • Processes specific to sharemundo links "Enterprise" solutions
  • Get an overview of project phases and their status

Temps de lecture: < 1 min

Get an overview of project phases and their status

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

Etape 1 : Après avoir sélectionné le projet pour lequel vous souhaitez avoir un aperçu des phases, allez à la section ‘Phases et jalons’ dans le menu de gauche (section ‘Gestion de projet’).

Step 2: Go to the "Phases" tab.

Step 3: The table lists the different phases, with their associated information.

Step 4: You can :

  • sort phases in ascending or descending order, according to various criteria, by clicking on the column title.
    • Notes:
      • You can only sort on one column at a time.
      • A second click sorts the information in reverse order.
  • Show closed phases/milestones.

  • filter project phases by status, using the filter at the top right of the table.

  • perform a phase-specific search, using the magnifying glass at the top right of the table.

The "Actions" column allows you to:

  • modify a project phase;
  • duplicate a project phase ;
  • partager une phase sur le chat ;
  • delete a project phase.



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