OS/ the new Ecosystem for Parasol Island

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.
We designed OS/ to be self-explanatory, however; should you ever get lost, use the little help & chat function on the bottom right at the red dot.

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.

---

Doing a Budget, your calculation

• With OS/ Budget, it's super easy to do your calculation by creating sections and positions (items)
• Use the sidebar, to either drag&drop items from the pre-defined services, or already budgeted other projects
• Each section and each position (item) is divided into sales (what you sell) and costs (what you need).
• Once you created a position (item), you can set the specific cost source (INT, FMA, EXT) and define the effort that you need.

Accounting (Invoices)

Our Accounting Team is taking care of invoices as before.

• As a Projectowner, Supervisor or Head of Department you can see all incoming & outgoing invoices related to your projects.
• Use the filters, depending on your specific interest on what you are willing to focus on.

Incoming Invoices

• If you receive incoming invoicesfrom your vendor directly, please send them to mailto:accounting@parasol-island.com - Your invoice will than be placed into your project (area incoming invoices), waiting for your content approval.

Outgoing Invoices

• You create a outgoing invoice to your client in your project. Please download the invoice and send it to your client as ususaly.

OS/ Resources

OS/ Resources comes with a new face and new features: Your projects are now divided into

1. Client Services Projects
2. New Business Projects
3. Internal Projects
4. In these areas the projects are listed by clients

Plan (Optioning)

• Here you are doing your rough resource planning. This planning is not binding, therefore it does not take care if a specific resource has capacities or not.

Book

• Doing a booking of a resource, is binding - means you book the amount of hours for your project (like you book a freelancer)

Track

Doing timekeeping!

• Here you can track your time on projects you are a member of. Super simple; just type in the amount of hours on each project-line.

Control

• This area helps you to compare the actual amount of tracked hours against your planning/booking.