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1. Add
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Your Company in the Companies Module
Go to Begin by accessing the Companies module and create the to add your first company in the system. This , which is typically your own companyorganization, into the system.
Only Note: The only mandatory field is the company name is mandatory. All other fields can be filled in at any time. You may choose to fill in the remaining fields at a later stage, as per your convenience.
2. Configure your EVM App settings
Go to “Settings - >Settings” and see if you need to change To tailor the Aneto EVM App to your specific needs, navigate to "Settings -> Settings". Here, review and adjust any of the following configurations as required:
Settings property | Description | Options | ||
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Regional settings | Change the time format | |||
Currency settings | Change the currency of the system |
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Duration format | Display Choose whether to display your project timelines and estimation times in days or hours. |
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Money format | Select how the system should display the project and issue monetary amounts. You can choose between:the preferred format for displaying monetary amounts associated with projects and issues within the system. |
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Calculation configuration (for time spent calculation) | Change how the EVM app calculates the time spent hours | Calculate the issue’s Configuration for Time Spent Calculation | Adjust the Method for Calculating Time Spent Hours in the EVM App |
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Schedule settings | Here In this section, you can fetch retrieve the configured working hours per day and working days per week from your Jira configuration for these properties. Here, you are presented with a “Update from Jira” button so that if you change these settings in Jira, you can update settings. An 'Update from Jira' button is provided for your convenience. Utilize this feature to synchronize the Aneto EVM app to the same settingswith any changes made to these settings in Jira. | |||
Configure the first day of the working week Here | In this section, you can tell the system what day of the week is used as the specify the first day of the week for according to your company's standard. You can set this configuration This setting can be configured independently for projects and retainers independently, allowing for tailored scheduling to align with your organizational needs. |
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Option to reset your Google token | This option is used for your Google sheets / Aneto EVM integration. When you are making Reset Your Google Token Option | This feature facilitates the integration of Google Sheets with the Aneto EVM App. Occasionally, when generating reports in Google Sheets from the Aneto EVM App, sometimes the Google token expires and does not automatically renew, resulting in an error. If this happensmay expire and fail to renew automatically, leading to errors. In such cases, you can easily reset your token by pressing clicking this button. | ||
Jira issue hierarchy configuration | You go to Access this module by pressing the “Nodes hierarchy tab on the settings screen”Here you will see the Epic, standards and subselecting the "Nodes Hierarchy" tab in the settings screen. Initially, you will find Epic, Standard, and Sub-task issue types set as default.You candefaults. To customize which issues are included in the Aneto EVM application, click on the standardsicons for Standard or Sub-task issue icons to select which of these issues should be considered in the Aneto EVM application. All others will be ignored. You can addissues. Any unselected issue types will be excluded from consideration in the app. Additionally, you have the option to include higher hierarchical level nodes, such as “Project” or “Initiatives” which"Project" or "Initiatives." These can be integrated into the Aneto EVM App will consider's analysis. To makeestablish a new hierarchical level you need to, first create a custom issue in Jira and then come back. Afterward, return to this screen to usedesignate this new issue as a higher-level node. |
3.
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Providing Appropriate User Access
Security is a fundamental aspect of the Aneto EVM application has been made first and foremost with security in mind. Every aspect of the application was carefully made so that only the right people have access to sensitive information. This is why it is very important to understand how this woks before adding any sensitive information . Each element of the app has been meticulously designed to ensure that sensitive information is accessible only to authorized personnel. Before adding any sensitive data or users to the system. The , it is crucial to comprehend the application's security mechanisms. Key sensitive information to guard includes hourly rates, project budgets, cost costs and price prices, and certain specific EVM Key Performance Indicators (KPIs such as BACm, etc. The following RBAC (Rules Based Access Control) better describes ) such as Budget at Completion (BAC).
Your organization bears the responsibility for configuring the necessary settings and access combinations to protect this confidential information effectively.
Outlined below is the Role-Based Access Control (RBAC) system, which details how the Aneto EVM app allows you to better control facilitates enhanced control over user access:
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4. Establish Hourly Rates for Your Users
Navigate to 'Settings → Hourly Rates' to begin configuring the hourly rates for your users
Setup your first projects
Setup your first retainers
Make your fist import team members. Utilize filters to assign custom rates for resources, allowing for differentiation based on company or specific projects.
5. Setup your first projects
Initiating Project Creation: Start by navigating to the 'Projects' section. Here, click on the “+ Add New Project” button to begin the process.
Creating Your First Project: Follow the steps to create your initial project. For detailed guidance on all the available project configuration options, please refer to the Projects Module documentation.
6. Set Up Your First Retainers
Starting Retainer Creation: Head to the 'Projects' section and click on the “+ Add New Project” button to initiate the setup.
Creating Your First Retainer: Proceed to create your initial retainer. For comprehensive insights into all configuration options available for retainers, please consult the Retainers Module documentation.
7. Make Your First Import
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Having successfully configured your application, it's time to proceed with your first data import.
To fully leverage the capabilities of the Aneto EVM App, we highly recommend reviewing all the accompanying documentation. This will help you maximize the product's value. Access the complete set of documents here.