France Gentesse

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Activity overview

Latest activity by France Gentesse
  • France Gentesse created an article,

    Report - Cost Summary

    Running the Cost Summary report reproduces the contents of the Cost Summary screen in an Excel file.     How to use this report When downloaded, the report opens on the Report tab in Excel. Select...

  • France Gentesse created an article,

    11.31.0 - September 20, 2023

    New Approval Chain Approval chains for budgets, purchase orders and contract modifications can now be defined by contact role (role defined in the project). The user can therefore designate either ...

  • France Gentesse created an article,

    Aidi Quick Start Guide

    Welcome to Aidi Preliminary information Main section of the application Sequence of uasge of essential Aidi functions Create a project Create a budget Create a project financing Create a purchase o...

  • France Gentesse created an article,

    How do I create a filter for displaying projects?

    To view a list of projects that are linked to the same program, the same annual funding, have the same status, or have certain elements in common, you can create a filter in the Portfolio, Project ...

  • France Gentesse created an article,

    How to Cancel a Task in the Scheduler?

    To cancel a task in the scheduler you have to open a task and set the status to Canceled.   ✏️Important Adding Canceled status to a parent task sets all children and sub-children to Canceled. A t...

  • France Gentesse created an article,

    Cost Summary

    In this article:  List view of the cost summary Details of cost summary by component Updating projected costs   The Cost Summary provides a consolidated view of a wide range of financial informatio...

  • France Gentesse created an article,

    Approve / reject timesheets

    Time entry is an Aidi function that allows project collaborators to input the hours they carry out on tasks for you, as a project manager, to review and approve. When a resource on one of your proj...

  • France Gentesse created an article,

    Default Visibility for Contacts

    Default visibility determines which projects a contact can consult in Aidi, based on the administrative unit. As mentioned in the Suppliers and Contact article, a contact is associated with an admi...

  • France Gentesse created an article,

    Project Contacts

    In this article: Add a contact Manage the contacts   Due to the default visibily, people in the same administrative unit (AU) can see all the projects associated with that AU and those of the AUs b...

  • France Gentesse created an article,

    Suppliers and Contact

    The Suppliers page contains all the suppliers of the organization using Aidi, including the organization itself. Company/supplier employees are listed as contacts within each of these suppliers.  A...