Cinode

Camilla Åhgren

Rania Haddad

Manage Cinode as your organisations CRM tool, guides on how to use our module 'Business'.

Customers, Projects & Planning

Work with customers

The Customer list

Be a Customer responsible

Subscribe to customer notifications

How can I work with tags for Customers

Work with Customers

Customer Contacts

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?)

What is status reasons and how can it be used

Status reasons

Follow a project to always be updated when certain events occur on the project, or unfollow/ignore a project to stop get notificatins.

How to follow/unfollow/ignore a project.  What notifications you will receive.

Work with extensions

How can I work with tags for projects

How does the skill/competence matching view work? How to match for a role

How do I work with skills matching a role?

Reference texts

Work with Projects and Roles

Project pipe view

Managing profitable assignments

What can I do in the Delivery view?

Project Overviews

How to create an event and how to mention a person in an event. Export list of events.

How do I work with events and mentions in Cinode?

Events

Booked roles not showing up in the forecast?
Booking rate not making sense?

Why do some role bookings show up and others don't in the Planner -> Forecast

What do the colors mean in the Forecast?

The forecast and utilization rate

Preliminary bookings and calculation

Why does not the project/role appear in Planner - Forecast?

Why is my employee/user not is visible/shown in the planner/forecast?

What parameters do you need to apply to your employees to calculate availability and to be visible/shown in the planner/forecast

See the delivery rate/edit the roles of your customers projects

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?

Planner Views

Privacy Policy

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