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

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

  • JPG

  • PNG

Company name

This is the name field for the new company

Industry

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

Company status

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

Add the company’s website URL

Company Info

Any additional information about this company

Notes

Any internal notes

Email

Company’s main contact email

Phone number

Company’s main contact phone

Fax number

Company’s fax number

City

City where the company is based

Postal code

Company’s postal code

Address

Company’s address

State

Company’s state

Account Manager

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

User access

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

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