OS/ the new Ecosystem for Parasol Island: Difference between revisions
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# ''Client Service'' Project --> for Regular, paid-for-client projects, generating revenue | # ''Client Service'' Project --> for Regular, paid-for-client projects, generating revenue | ||
# ''New Business'' Project --> for New business initiatives like pitches, generating Overhead | # ''New Business'' Project --> for New business initiatives like pitches, generating Overhead | ||
# Internal Project --> for Internal and operational projects, 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. | * please also be aware of and define the correct specific Project Status: created, expected, confirmed, delivered, etc. | ||
------------------- | |||
'''Your Project Management''' | |||
* Manage you project by updateing the following project areas | |||
# ''Settings'' --> change you project runtime, project status | |||
# ''Team'' --> define you project team and their roles in your project | |||
# ''Incoming Invoices'' --> plan, receive and confirm incoming invoices of your project here | |||
# ''Files''--> send and receive files for your project here | |||
# ''Outgoing Invoices'' --> plan, and create outgoing invoices to your client here | |||
# ''Budget'' --> define your project budget (calculation) and send offers, and order confirmations here | |||
* These pages are self-explanatory, we are sure you will find your way around quickly. | |||
==== Accounting (Invoices) ==== | ==== Accounting (Invoices) ==== | ||
Revision as of 10:28, 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.
Your Project Management
- Manage you project by updateing the following project areas
- Settings --> change you project runtime, project status
- Team --> define you project team and their roles in your project
- Incoming Invoices --> plan, receive and confirm incoming invoices of your project here
- Files--> send and receive files for your project here
- Outgoing Invoices --> plan, and create outgoing invoices to your client here
- Budget --> define your project budget (calculation) and send offers, and order confirmations here
- These pages are self-explanatory, we are sure you will find your way around quickly.