Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Table of Contents
maxLevel6
minLevel1
include
outlinefalse
indent
exclude
typelist
printablefalse
class

Introduction

The Companies module is where you configure all the companies that will have projects and/or retainers managed within the Aneto EVM Application.

How to Access

To access this module, navigate to the left-hand side panel and click on “Companies”

Features of the Company List Module

In this module, you can perform the following actions:

  • List all the companies you have access to.

  • Create a new company.

  • Delete companies.

  • View company details.

  • List all the company's monetary metrics (if you have access).

  • Search for companies.

Company Listings Performance Tab

By selecting the “Performance” tab while on the Companies list screen, you can change the table view from simple EVM KPIs to monetary EVM KPIs. This view will display monetary metrics only for the companies where you have access to this information.

Creating a New Company

To create a new company, click on the “+ Add New Company” button at the top left.

Configuration Options

These are the aspects you can configure for a Company:

Property

Description

Options

Company icon

Status
titleoptional

Set the right company icon for your new Company. This is important because it helps differentiate companies in the reports

  • JPG

  • PNG

Company name

Status
colourYellow
titlemandatory

This is the name field for the new company

Industry

Status
titleoptional

You can set the “Industry” field for things such as grouping in custom reports

Company status

Status
colourYellow
titlemandatory

Here is where you tell the system the current status of your relationship with this company

  • Lead: A potential deal with this company is coming

  • Partner: This is a longer lasting arrangement

  • Active: This is currently having active projects or retainers

  • Inactive: You are no longer managing projects and/or retainers for this company

Website

Status
titleoptional

Add the company’s website URL

Company Info

Status
titleoptional

Any additional information about this company

Notes

Status
titleoptional

Any internal notes

Email

Status
titleoptional

Company’s main contact email

Phone number

Status
titleoptional

Company’s main contact phone

Fax number

Status
titleoptional

Company’s fax number

City

Status
titleoptional

City where the company is based

Postal code

Status
titleoptional

Company’s postal code

Address

Status
titleoptional

Company’s address

State

Status
titleoptional

Company’s state

Account Manager

Status
titleoptional

Specifies who in your organisation is in charge of managing this relationship

User access

Status
colourYellow
titlemandatory

Here is where you set who has access to this company and what access do they have.

Note

The users and level of access granted here trickle down to the company’s projects and retainers