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