Companies Module
- Josh Farina
Introduction
The Companies module is where you configure all the companies that will have projects and/or retainers managed within the Aneto EVM Application.
How to Access
To access this module, navigate to the left-hand side panel and click on “Companies”
Features of the Company List Module
In this module, you can perform the following actions:
List all the companies you have access to.
Create a new company.
Delete companies.
View company details.
List all the company's monetary metrics (if you have access).
Search for companies.
Company Listings Performance Tab
By selecting the “Performance” tab while on the Companies list screen, you can change the table view from simple EVM KPIs to monetary EVM KPIs. This view will display monetary metrics only for the companies where you have access to this information.
Creating a New Company
To create a new company, click on the “+ Add New Company” button at the top left.
Configuration Options
These are the aspects you can configure for a Company:
Property | Description | Options |
|---|---|---|
Company icon optional | Set the right company icon for your new Company. This is important because it helps differentiate companies in the reports |
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Company name mandatory | This is the name field for the new company |
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Industry optional | You can set the “Industry” field for things such as grouping in custom reports |
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Company status mandatory | Here is where you tell the system the current status of your relationship with this company |
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Website optional | Add the company’s website URL |
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Company Info optional | Any additional information about this company |
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Notes optional | Any internal notes |
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Email optional | Company’s main contact email |
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Phone number optional | Company’s main contact phone |
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Fax number optional
| Company’s fax number |
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City optional | City where the company is based |
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Postal code optional | Company’s postal code |
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Address optional | Company’s address |
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State optional | Company’s state |
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Account Manager optional | Specifies who in your organisation is in charge of managing this relationship |
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User access mandatory | Here is where you set who has access to this company and what access do they have. The users and level of access granted here trickle down to the company’s projects and retainers |
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