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SOLUTIONS by sharemundo

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Onboarding

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Administration server

42
  • Revoke a user's role (in the 'Users' section)
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  • Integrations – Introduction
  • Delete a role
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  • Role Management – Introduction
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  • Get an overview of my company's connections
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  • User management - Introduction
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Processes common to all sharemundo links solutions

119
  • 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
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  • Company Actions – "Time" View
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  • Company management module - Introduction
  • Company dashboard - sharemundo links® "Core"
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  • How do I navigate in my sharemundo links® solution?
  • Update my company profile
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  • Corporate actions - Introduction
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  • Create a new company action item
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  • Corporate chat - Introduction
  • Join a discussion with all my colleagues
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  • Enterprise document management - Introduction
  • Documents - 'Folders' view
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  • Link documents - Introduction
  • Link documents - documents already loaded in sharemundo links®.
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  • My Requests – Introduction
  • Get an overview of my employees' timesheets
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  • Enter my hours (company)
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  • Record expenses - Introduction
  • Get an overview of my employees' expense reports
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  • Finance – Introduction
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  • Resources - Introduction
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  • Enter a new observation about one of my collaborators
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  • Opportunities and Offers - Introduction
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  • Configurations (Enterprise) - Introduction
  • Modify my company's configurations
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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
  • I want to share a document in the chat
  • Project management module - Introduction
  • Project dashboard - Introduction
  • Access and/or navigate between projects
  • Create a new project
  • Modify 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
  • My Requests – Introduction
  • Record expenses - Introduction
  • Record an expense claim (project)
  • Finance – 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)
  • 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
  • Closing a project jâlon
  • Delete a project level
  • 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".

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  • Financing - Introduction
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  • Processes specific to sharemundo links "Enterprise" solutions
  • Closing a project phase

Temps de lecture: < 1 min

Closing a project phase

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 clôturer une phase de projet, 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: Click “Edit” in the actions menu for the phase you want to close.

Etape 4 : Modifiez le statut de la phase en ‘Complet’. Fermez la fenêtre. N’oubliez pas de sauvegarder votre modification.

Note You cannot close a project phase if related actions are still 'open' or 'in progress'.

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