OS/ the new Ecosystem for Parasol Island: Difference between revisions
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* In case you are a project owner, or supervisor, the project list also shows you details about your current budget and the money you spend, etc.. | * In case you are a project owner, or supervisor, the project list also shows you details about your current budget and the money you spend, etc.. | ||
* from here, you can create new projects | * from here, you can create new projects | ||
------------------- | |||
'''Create a Project''' | |||
* creating a project, also means you have to choose one of the three project types: | |||
# ''Client Service'' Project --> for Regular, paid-for-client projects, generating revenue | |||
# ''New Business'' Project --> for New business initiatives like pitches, generating Overhead | |||
# Internal Project --> for Internal and operational projects, generating Overhead | |||
* please also be aware of and define the correct specific Project Status: created, expected, confirmed, delivered, etc. | |||
==== Accounting (Invoices) ==== | ==== Accounting (Invoices) ==== | ||
Revision as of 10:18, 20 February 2023
Welcome
Welcome to OS/ the new ecosystem for Parasol Island! This article will give you an overview about the basic things you need to know to use our new Parasol OS Ecosystem.
In OS/
Login
- You will receive an invitation via eMail.
- Your Parasol Google Account is your personal login to OS/.
OS/ Budget
Your Workspace Settings
- After you logged in, please define the Parasol Island GmbH workspace as your Default Workspace in your personal workspace settings.
Projects
- You can either click on your Parasol Island GmbH workspace to join the Recent Projects Dashboard
- or click on Projects to see the full list of all projects you have access to.
- Hide and show columns you want to see, filter your projects, depending on your personal needs.
- In case you are a project owner, or supervisor, the project list also shows you details about your current budget and the money you spend, etc..
- from here, you can create new projects
Create a Project
- creating a project, also means you have to choose one of the three project types:
- Client Service Project --> for Regular, paid-for-client projects, generating revenue
- New Business Project --> for New business initiatives like pitches, generating Overhead
- Internal Project --> for Internal and operational projects, generating Overhead
- please also be aware of and define the correct specific Project Status: created, expected, confirmed, delivered, etc.