Tutorial videos

First steps

First steps

Get started with ISIOS ! We help you become familiar with the language. Discover the dashboard tools and configure your user profile.

Essential tutorials

Create and configure a human resource

Create and configure a human resource

This tutorial will explain how to create a listing human resource explaining the different information on this last . We also show you how to configure the information to a user resource and give permissions.

Tutoriel #3 - Créer un projet

Create a project

We will show you how to access and create a new project while explaining you most importants informations to configure for your project. Finally, we will also configure and give project permissions to a user.

Create a schedule / Gantt diagram

Create a schedule / Gantt diagram

You will learn how to create a schedule while exploring the various features, for example: associate a resource to an activity and manage his timesheet.

Manage tasks

Manage tasks

First, we will present the different information in task form. Then we'll explain how to create a task from the task manager tool and schedule tool. Finally we'll explain links between shedule tool and tasks.

Manage calendar

Manage calendar

Once you have access to your calendar, you will be able to create tasks, encounters, risks and more. You will finally learn how to keep your calendar up to date.

Manage timesheets

Manage timesheets

We'll show you how a resource enters hours worked in his timesheet and how his project manager valid his timesheet's resources, to finally make some adjustments in a project plan following the validation of timesheet.

Manage documents

Manage documents

After having shown you the access to the tool, we will explain the fields available for the document. We will also see how to link a document to a project task and how to manage different versions of this document.

Manage views

Manage views

In this tutorial we show you how to manage and customize views of all ISIOS lists. You can manage the columns and details of each element, create templates and share with your team.

Manage fields

Manage fields

In this tutorial, we will show you how to configure the fields of the elements of all the lists present in ISIOS.

All tutorials

Manage calendar

Manage calendar

Once you have access to your calendar, you will be able to create tasks, encounters, risks and more. You will finally learn how to keep your calendar up to date.

Manage taxes

Manage taxes

In this tutorial we will show you how to manage taxes. You will learn how to associate taxes to different costs, how to modify a tax scenario, and how to create a new tax scenario.

Manage fields

Manage fields

In this tutorial, we will show you how to configure the fields of the elements of all the lists present in ISIOS.

Manage views

Manage views

In this tutorial we show you how to manage and customize views of all ISIOS lists. You can manage the columns and details of each element, create templates and share with your team.

Contracts

Contracts

A contract is a document that confirms the conditions of acquisition of goods and/or services and which commits both the organization and the supplier. In this tutorial we show you how to manage your contracts.

Tenders

Tenders

A tender is a process by which an organization asks suppliers the cost of materials and/or services, to clarify the conditions for a possible contractual agreement.

Requests of acquisitions

Requests of acquisitions

A request for acquisition is a demand from project managers and/or of an organization's business units, to acquire goods and/or services to enable the execution of projects or to maintain operations. A request for acquisition may possibly start a bidding process for the signing of a contract with a supplier.

Funding sources

Funding sources

The tool of funding sources allows you to establish the source of funds necessary for the realization of one or more projects. Disbursements are planned from two types of budgets: capital and operations.

Report risks and control measures

Report risks and control measures

In this tutorial, you will learn how to use features of the report of risks and measures. In a few clicks, you will learn how to generate reports of risks over a defined period through various graphs.

Report hours by resources and periods

Report hours by resources and periods

In this tutorial, you will learn how to use features of the report of hours and resources by periods. In a few clicks, you will learn how to generate reports of human resources: upcoming hours, worked hours or projected hours for a specific period and as well see the overdue activities.

Report hours by periods and deliverables

Report hours by periods and deliverables

In this tutorial, you will learn how to use features of the report of hours by periods and deliverables. In a few clicks, you will learn how to generate reports: preliminary hours, projected hours, initial hours, revised hours and validated hours over a defined period.

Report hours by deliverables

Report hours by deliverables

In this tutorial, you will learn how to use features of the report of hours by deliverables. In a few clicks, you will learn how to generate reports of human resources: initials hours, revised hours, projected hours, capitalized/operation hours and more.

Report costs by periods and deliverables

Report costs by periods and deliverables

In this tutorial, you will learn how to use features of the report of costs by periods and deliverables. In a few clicks, you will learn how to generate reports: human resources costs, standard costs, capitalized costs and/or operations, profitability by periods and deliverables.

Report costs by deliverables

Report costs by deliverables

In this tutorial, you will learn how to use features of the report of costs by deliverables. In a few clicks, you will learn how to generate reports: human resources costs, standard costs, capitalized costs and/or operations, profitability by deliverables and more.

Report costs by categories

Report costs by categories

In this tutorial we will present the features of the report of the costs by category. This will allow you to view the information such as the costs of human resources, the standard costs, capitalized costs and / or operations, profitability and more.

Manage financial flows

Manage financial flows

Financial flows of a project are all increases and/or revenue reductions and costs likely to be generated by the project when completed. This is to determine the value of certain financial metrics for the project, specifically: Net Present Value (NPV), Internal Rate of Return (IRR) and the payback period.

Portfolios and programs

Investment plans

In this tutorial we show you how to manage investment plans. You will learn how to add sources of funding to establish the ability to pay annually. You will also learn how to evaluate the strategic, operational and financial objectives to determine the best projects for funding.

Portfolios and programs

Portfolios and programs

In this tutorial, you will learn to create and organize your projects into portfolios, programs and sub-programs. You will also learn how to filter your list of projects.

Create project nature

Create project nature

In a corporation, business processes can be complex, especially when marked by several approval steps required to progress. We'll show you how to create a project nature and approval steps.

Manage project assessment

Manage project assessment

Project assessment are arrays of statutory edges where the key management data are represented summarily. We also show you how to create and manage indicators.

Manage revisions

Manage revisions

In this tutorial, we will define the concept of revisions and show you how to create change requests on a project. Then we will present our cost report costs by category.

Manage project costs

Manage project costs

In this tutorial we will show you how to handle the different types of project costs, such as human resource costs and other costs. We will also present how to analyze the data of the report "Costs by category".

Manage issues

Manage issues

First, we will define what an issue, then we will show you the different access to the tool to finally explain fields available for an issue.

Manage risks and control measures

Manage risks and control measures

This tutorial explain how to manage risks and control measures of your projects. You will learn how to create risk for assess, put control measures in place to reduce probalility/impacts and using follow-ups in your calendar.

Manage documents

Manage documents

After having shown you the access to the tool, we will explain the fields available for the document. We will also see how to link a document to a project task and how to manage different versions of this document.

Manage appointments

Manage appointments

First, we will show you different access to manage your appointments. We will present fields available for editing and finally introduce you how to manage status of your appointments using the calendar tool.

Manage relationships

Manage relationships

In this tutorial we will show you how access tool and then we will explain the different information in relation form. Finally we will show you how to create follow-ups and approve them through the calendar tool.

Manage meetings

Manage meetings

Discover first how to access tools. Then we will show you the various fields available for a meeting and will explain how to create a task directly from it. Finally, we will show you connection between schedule of project, following the creation of a task in a meeting.

Manage timesheets

Manage timesheets

We'll show you how a resource enters hours worked in his timesheet and how his project manager valid his timesheet's resources, to finally make some adjustments in a project plan following the validation of timesheet.

Manage tasks

Manage tasks

First, we will present the different information in task form. Then we'll explain how to create a task from the task manager tool and schedule tool. Finally we'll explain links between shedule tool and tasks.

Create a schedule / Gantt diagram

Create a schedule / Gantt diagram

You will learn how to create a schedule while exploring the various features, for example: associate a resource to an activity and manage his timesheet.

Tutoriel #3 - Créer un projet

Create a project

We will show you how to access and create a new project while explaining you most importants informations to configure for your project. Finally, we will also configure and give project permissions to a user.

Create and configure a human resource

Create and configure a human resource

This tutorial will explain how to create a listing human resource explaining the different information on this last . We also show you how to configure the information to a user resource and give permissions.

First steps

First steps

First of all, we help you getting familiar with the language and we find out how to configure your user profile, to finally get an overview on the calendar tool.

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