Within a project, you can add various relevant details to keep it well-organized and up to date.
Project Card Actions
From the project card, click the three-dot menu to:
Edit Project Details – Modify project information, add/edit tags, or remove the project.
Duplicate an Ongoing Project – Click the duplicate button to copy the project. You can update details before saving and choose to retain roles and set new dates before finalizing duplication.
Remove a Project – Click the three-dot menu and select "Remove Project" to delete it.
Change Customer – Move your project to another Customer.
Project Overview
Current Roles
Create new roles under "Current Roles."
View a timeline of existing roles within the project.
Scroll through the calendar for better navigation.
Events
Add events such as meetings, notes, or tasks under "Current Events."
Event Management
The Events tab lists all project-related events.
Use filters to sort event lists.
Add, edit, or remove events as needed.
Role Management
The Roles tab provides an overview of all roles within the project.
The three-dot menu allows you to add/remove consultants, edit, duplicate, extend, or remove a role.
The menu is available in both card and list views.
Click on a role to access additional functionalities like matching and announcing roles.
Use filters and list view icons to customize the role list.
Managing Project Members
The Persons tab provides an overview of all individuals involved in the project.
Add key roles such as Sales Responsible, Project Responsible, Intermediary Contact, and Customer Contacts.
View all consultants assigned to roles within the project.
To add more Sales Responsible personnel, click the green pen next to "Persons," select "Sales Responsible," search for a person, and click "Save."
To disconnect a person from the project, click the three-dot menu and select "Disconnect."
Additional Tabs
Reference Text – Write a reference text when the project concludes; these references will be searchable.
Attachments & Links – Upload and manage files and links related to the project.
Details – Edit project details as necessary.
Follow a Project
Enable project following to receive notifications and updates when specific events occur within the project.
Stay informed about important changes and activities in real time.
Changing Project Status
Maintaining an accurate project status is essential for generating accurate statistics in Cinode. The status change dates in the Sales report help track order value over a given period.
How to Change Status
Navigate to Projects in the sidebar.
Select the project and open the Overview.
Click the pen icon at the top right next to "Status."
Choose the new status.
The current date is set by default. If changing the status at a later date, update it accordingly to ensure accurate reporting in the Sales report.
