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OS/ the new Ecosystem for Parasol Island

From Parasol

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:
  1. Client Service Project --> for Regular, paid-for-client projects, generating revenue
  2. New Business Project --> for New business initiatives like pitches, generating Overhead
  3. 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
  1. Settings --> change you project runtime, project status
  2. Team --> define you project team and their roles in your project
  3. Incoming Invoices --> plan, receive and confirm incoming invoices of your project here
  4. Files--> send and receive files for your project here
  5. Outgoing Invoices --> plan, and create outgoing invoices to your client here
  6. 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)

OS/ Resources

Plan (Optioning)

Book

Track

Control

OS/ Contacts

OS/ Reports

Time Invest Report

Cashflow Report

Overhead

Overhead Controlling

Overhead Targeting

P&L

3rd Party Applications

Personio

Google Suite

Your email Signature

Your Google Drive

Pleo

Asana

Smartsheet

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