Setup the Aneto EVM application for the first time

To ensure a seamless onboarding experience, please be aware of the following key steps:

If you were not the individual who installed the app, it is essential to connect with the person who did. Request them to grant you administrative privileges at the app level. This can be achieved by navigating to "Settings -> User Access," selecting your name, and then choosing the "Admin" access right.
Additionally, you should ask to be assigned as an "Admin" within the "Hourly Rates" module. This can be achieved by navigating to "Settings -> Hourly rates, and User access Tab" selecting your name, and then choosing the "Admin" access right.

These steps are crucial for full access and control over the application's features.

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:

Settings property	Description	Options
Regional settings	Change the time format
Currency settings	Change the currency of the system	US Dollar Euro Pound Yuan Australian Dollar More can be added on request
Duration format	Display your project and estimation times in days or hours	Days Hours
Money format	Select how the system should display the project and issue monetary amounts. You can choose between:	Exact amount Thousands Millions
Calculation configuration (for time spent calculation)	Change how the EVM app calculates the time spent hours	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. 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)
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.
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.	Any day of the week
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
Jira issue hierarchy configuration	You go to this module by pressing the “Nodes hierarchy tab on the settings screen” Here you will see the Epic, standards and sub-task issue types as default. 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. You can add higher hierarchical level nodes such as “Project” or “Initiatives” which the Aneto EVM App will consider. 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 or users to the system. The sensitive information to guard includes hourly rates, project budgets, cost and price and certain EVM KPIs such as BACm, etc.

The following RBAC (Rules Based Access Control) better describes how the Aneto EVM app allows you to better control user access:

Establish hourly rates for your users

Setup your first projects

Setup your first retainers

Make your fist import