Customers, Projects & Planning
Manage Cinode as your organisations CRM tool, guides on how to use our module 'Business'.
By Ellen and 2 others3 authors32 articles
Create a new project and role
Create a new role and assign an employee/subcontractor to the role
What is an Owner team?
Work with a project created (what information possible to add?)
How to follow/unfollow/ignore a project. What notifications you will receive.
Work with extensions
How can I work with tags for projects
How do I work with skills matching a role?
Overview of Planner
The forecast and utilization rate
Why do some role bookings show up and others don't in the Planner -> Forecast
What do the colors mean in the Forecast?
Preliminary bookings and calculation
Why does not the project/role appear in Planner - Forecast?
What parameters do you need to apply to your employees to calculate availability and to be visible/shown in the planner/forecast
Delivery rate view
How is the level of utilization calculated for an employee in Cinode?
How are utilization levels for employees aggregated in a team?
How is absence shown and calculated in Planner?
What can I do in the timeline?