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Before you begin utilising our application, it is crucial to complete the following setup steps in the specified order for optimal functionality:

1. Add your company in the Companies Module

Go to the Companies module and create the first company in the system. This is typically your own company.

Only the company name is mandatory. All other fields can be filled in at any time.

2. Configure your EVM App settings

Go to “Settings - >Settings” and see if you need to change any of the following:

1. Regional settings
   Change the time format

2. Currency settings
   Change the currency of the system

3. Duration format
   Display your project and estimation times in days or hours

4. Money format
   Select how the system should display the project and issue monetary amounts. You can choose between: Exact amount, Thousands and Millions

5. Calculation configuration (for time spent calculation)
   Here you have two choices:

   1. Calculate the issue’s time spent cost and price based on who logs time on the issue. If more than 2 people track time on the issue but the issue is assigned to just one of them, the system will calculate the issue’s time spent cost and price based on the rates of the 2 individuals.

   2. Calculate the issue’s time spent cost / price based on the assignee. This means that regardless of who tracks time on this issue, the system will calculate the time spent cost and price based on the cost and price rate of the assignee of the issue. (this will yield less exact calculations)

6. Schedule settings
   Here you can fetch the 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 the Aneto EVM app to the same settings.

7. Configure the working week
   Here you can tell the system what day of the week is used as the first day of the week for your company. You can set this configuration for projects and retainers independently.

8. Option to reset your Google token
   This option is used for your Google sheets / Aneto EVM integration. When you are making 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 happens, you can reset your token by pressing this button

9. Jira issue hierarchy configuration

   1. You go to this module by pressing the “Nodes hierarchy tab on the settings screen”

   2. Here you will see the Epic, standards and sub-task issue types as default.

   3. You can click on the standards or Sub-task issue icons to select which of these issues should be considered in the Aneto EVM application. All others will be ignored.

   4. You can add higher hierarchical level nodes such as “Project” or “Initiatives” which the Aneto EVM App will consider.

   5. To make a new hierarchical level you need to first create a custom issue in Jira and then come back to this screen to use this issue as a higher node.

3. Provide appropriate access to users

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 to the system such as employee hourly rates, project budgets, etc.

Establish hourly rates for your users

Setup your first projects

Setup your first retainers

Make your fist import