This feature is only available if you have a license for one of the sharemundo links® 'Enterprise' solutions.
Step 1: From the company dashboard, click on 'Add a project' in the top right-hand corner.
Note: you can also create a project by opening the 'List' tab of the company dashboard, then clicking on 'Add a project'.
Step 2: Fill in the form fields and click on 'Save'.
Notes :
- fields marked with * are mandatory;
- you'll find details of the various fields below the image.
By default, once saved, your project will be in 'In preparation' status. You'll need to change its status to 'In progress' when you start the project (click here for the procedure).
Details of individual fields
- Customer type *: select whether your customer is a user or a company
- Customer *: enter your customer's name
- Note: you must first have created or added contacts (users or company) to your company before you can add them as customers.
- Project type *: select project type
- Project name *: enter the project name
- Project description: enter a (short) description of the project
- Contract type *: select the type of contract
- Priority *: select project priority
- Start date * and end date *: enter the estimated start date and end date of the project.
- Image: you can upload an image if you wish
- Team members create a line for each person you wish to contact add to your project teamselect their role and access type ('reading' or 'reading and writing').
- Note: The people you add must :
- or be one of your in-house staff (i.e. people working in the same company as you);
- be connected to your company through connections established via the administration server
- External users Create a line for each external user (company or user) to whom you wish to give access to the project. By default, these people will only have read access to the created project.
- Note: before you can add them to your projects, you must first have created or added them in your company's 'Contact management' section.
- Color *: select the color to be applied to the project.
- Notes: the selected color :
- will be applied to the left-hand navigation menu when the project is selected in the 'Project management' section;
- must not be too bright, so as not to affect the legibility of the various screens and menus
- Contract value *: enter the contract value for the project
- Currency *: select the project currency
- Financing strategy *: select the financing strategy applicable to the project
- Contract details: enter additional contract details if required