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SOLUTIONS by sharemundo

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Onboarding

4
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Administration server

42
  • Revoke a user's role (in the 'Users' section)
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  • Integrations – Introduction
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  • Role Management – Introduction
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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)
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  • Modify an existing project
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  • Projets – Introduction
  • Actions de l’entreprise – Vue ‘Gantt’
  • Créer un justificatif de la note de frais
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  • 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
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  • Edit a contact (user or company)
  • Linking a Structure to an Event
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  • Company management module - Introduction
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  • 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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  • Enterprise document management - Introduction
  • Documents - 'Folders' view
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  • My Requests – Introduction
  • Get an overview of my employees' timesheets
  • Voir un aperçu de mes relevés d’heures
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  • Exporter des relevés d’heures
  • Get an overview of my employees' expense reports
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  • Enregistrer une note de frais
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  • Finance – Introduction
  • Get an overview of my company's invoices
  • Create a new invoice (company)
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  • Editer une facture/un avoir
  • Edit invoice status
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  • Portail RH – Introduction
  • Get an overview of my employees' absences
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  • Request an absence
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  • Enter a new observation about one of my collaborators
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  • Edit my employees' HR data
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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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  • Converting an opportunity into an offer
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  • Company calendar - Introduction
  • Add a new event to my company calendar
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  • Modify a calendar event
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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

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
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  • Processes specific to sharemundo links "Enterprise" solutions
  • I want to link a structure to a project phase

Temps de lecture: < 1 min

I want to link a structure to 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 lier une structure, allez à la section ‘Phases et jalons’ dans le menu de gauche (section ‘Gestion de projet’).

Step 2: Go to the "Phases" tab.

Etape 3 : Cliquez sur ‘Editer’ dans le menu d’actions correspondant à la phase pour laquelle vous voulez lier une structure.

Etape 4 : Sélectionnez structures liées puis gérer les structures liées.

Select the facility or facilities. Confirm your selection.

The structures are linked. You can close the window. Don't forget to save your selection.

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