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Administration server

34
  • Administration server dashboard
  • Connections - Introduction
  • Get an overview of my company's connections
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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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  • Record expenses - Introduction
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  • Configurations (Enterprise) - Introduction
  • Modify my company's 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
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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
  • 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
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  • 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
  • Modify element/object properties ('Element evaluation' module)

Temps de lecture: < 1 min

Modify element/object properties ('Element evaluation' module)

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

Step 1: Once you have selected the project for which you wish to modify the properties of an element, go to the 'Element evaluation' section in the left-hand menu ('Project management' section).

Notes: the screenshots below are for viewing notes, but the principle is exactly the same for viewing a photo, sketch, audio recording or document.

Step 2: Go to the tab of the element whose properties you wish to modify.

Step 3: Select the element whose properties you wish to modify by clicking on it or using the checkbox.

Step 4: Modify the metadata (bottom right of the screen, below the preview window) and click on 'Save'.

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