This article describes how you as a Project Manager (PM) can perform your daily tasks in a Qondor environment with multi-office access.
MULTI-OFFICE TERMS
Primary office:
The native/home office of a user. This will be preselected in some office drop-down menus. (e.g. when creating a new project, or using the customer search)
Additional offices:
The additional offices a user has been granted access to by a super administrator.
PROJECTS
In My Projects and Project search, you will have access to projects from multiple offices. Additional office access is set up by a super administrator.
If you are set as a Project Manager in a project it will be listed in My Projects.
The "Recent" lists include projects from all offices you have access to.
Searching for a project
In project search, using "advanced mode", you will have an Office drop-down menu where you can select which office you would like to search in. Note that "simple mode" does not use an office filter, so here you can search in all projects you have access to.
Use the Office drop-down menu to select which Office you would like to search in:
My projects and Recent projects lists will include projects from any office you can access:
Creating a new project
When creating a new project, you will first have to select which office you would like to create the new project in. The default is your primary office. The office drop-down list will be populated by offices you have access to.
First, select the Office you'd like to create a new project in:
After selecting an Office, your options will be defined by which Office you have selected:
(e.g. available templates and projects you can copy from)
In Project settings, all multi-office users will be available to set as Project Managers:
CUSTOMERS AND SUPPLIERS
As a multi-office user you will have access to multiple offices' Customers and Suppliers, including contact persons.
Searching for a Customer/Supplier
Use the Office drop-down menu to select which Office you would like to search in:
Creating a new Customer/Supplier
You will have to select which Office you are creating the new customer/supplier in before filling out the mandatory information.
First, select an Office:
After selecting an Office, your options will be defined by which Office you have selected:
(e.g. customer categories)
TASKS
As a multi-office user you can create tasks in all projects you have access to.
In the task sidebar you can view and create tasks in projects and offices you have access to.
In the task list you can view and edit tasks in all offices you have access to:
NOTIFICATIONS
As a multi-office user you will receive notifications as expected in all projects you are set to a project manager in.
PARTICIPANT SEARCH
As a multi-office user you can search for participants in all offices you have access to.
Select the desired office from the Office drop-down.
PRODUCT SEARCH
As a multi-office user you can search for and copy products in all offices you have access to. Read more in-detail about product search.
Use the project filter to select any project in your offices:
