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Customers, Projects and Planning
Customers, Projects and Planning
Customers, Projects and Planning are parts of our module "Business"
32 articles in this collection
Written by
Camilla Åhgren
and
Rania Haddad
Work with customers
Work with customers
Written by
Camilla Åhgren
Updated over a week ago
The Customer list
Written by
Camilla Åhgren
Updated over a week ago
Be a Customer responsible
Written by
Camilla Åhgren
Updated over a week ago
Tag your customers
Written by
Camilla Åhgren
Updated over a week ago
Subscribe to customer notifications
Written by
Camilla Åhgren
Updated over a week ago
How can I work with tags for Customers
Written by
Camilla Åhgren
Updated over a week ago
Customer contacts
Customer Contact and tags
Written by
Camilla Åhgren
Updated over a week ago
Work with Projects and Roles
Create a new project and role
Written by
Camilla Åhgren
Updated over a week ago
Create a new role and assign an employee/subcontractor to the role
Add a new role/assign your role
Written by
Rania Haddad
Updated over a week ago
What is an Owner team?
How to work with an Owner team
Written by
Rania Haddad
Updated over a week ago
Work with a project created (what information possible to add?)
Written by
Camilla Åhgren
Updated over a week ago
Status reasons
What is status reasons and how can it be used
Written by
Rania Haddad
Updated over a week ago
How to follow/unfollow/ignore a project. What notifications you will receive.
Follow a project to always be updated when certain events occur on the project, or unfollow/ignore a project to stop get notificatins.
Written by
Rania Haddad
Updated over a week ago
Work with extensions
Written by
Camilla Åhgren
Updated over a week ago
How can I work with tags for projects
Written by
Camilla Åhgren
Updated over a week ago
How do I work with skills matching a role?
How does the skill/competence matching view work? How to match for a role
Written by
Rania Haddad
Updated over a week ago
Reference texts
Written by
Camilla Åhgren
Updated over a week ago
Project overviews
Project pipe view
Written by
Camilla Åhgren
Updated over a week ago
Managing profitable assignments
Written by
Camilla Åhgren
Updated over a week ago
What can I do in the Delivery view?
Written by
Camilla Åhgren
Updated over a week ago
Events
How do I work with events and mentions in Cinode?
How to create an event. How to mention a person in an event.
Written by
Rania Haddad
Updated over a week ago
Planner views
Why do some role bookings show up and others don't in the Planner -> Forecast
Booked roles not showing up in the forecast? Booking rate not making sense?
Written by
Camilla Åhgren
Updated over a week ago
What do the colors mean in the Forecast?
Written by
Camilla Åhgren
Updated over a week ago
The forecast and utilization rate
Written by
Camilla Åhgren
Updated over a week ago
Preliminary bookings and calculation
Written by
Camilla Åhgren
Updated over a week ago
Why does not the project/role appear in Planner - Forecast?
Written by
Camilla Åhgren
Updated over a week ago
What parameters do you need to apply to your employees to calculate availability and to be visible/shown in the planner/forecast
Why is my employee/user not is visible/shown in the planner/forecast?
Written by
Rania Haddad
Updated over a week ago
Delivery rate view
See the delivery rate/edit the roles of your customers projects
Written by
Rania Haddad
Updated this week
How is the level of utilization calculated for an employee in Cinode?
Written by
Camilla Åhgren
Updated over a week ago
How are utilization levels for employees aggregated in a team?
Written by
Camilla Åhgren
Updated over a week ago
How is absence shown and calculated in Planner?
Written by
Camilla Åhgren
Updated over a week ago
What can I do in the timeline?
Written by
Camilla Åhgren
Updated over a week ago