Consultancy

This documentation discusses everything specific to Consultancy. Please read the Add-on's FAQ for more general questions about add-ons.

Resourcehandling

See installation and separate documentation

Prolong Limeobject

Button to prolong limeobjects (e.g. deal), creates copy with some differences. See Configuration for more info.

Auto assignment

Create and sync one assignment from deal, automatically or manually creation is possible. Example use is that you have simple deals as a type that always only has one assignment. See Configuration for more info.

Accumulated time

Task to create accumulated time objects for each combination of consultant/company that took place in the last 36 hours. This is connected to a Swedish law (activated October 1, 2022) that demands a company to offer a job to a consultant who has been there for more than a total time of 24 months during the last 36 months.

Update accumulated time for each consultant at each company. The accumulated time is calculated as the sum of the months spent on assignments during the last three years. If the accumulated time object does not exist, create a new one. If the accumulated time object exists, update it. If the accumulated time object is not in the accumulatedtime_data, delete it. The law connected to this was activated 2022-10-01, therefore there is a hard coded rule that nothing before that date will count.

Assignments that has notaccumulated=True will not be counted to the totals.

See Configuration for more info.

Match Consultant

There is a component for matching Consultant to an Assignment. Add a custom tab on the assignment card and enter component lwc-limepkg-consultancy-match-assignment-consultant It matches according to competences and grades the match depending on how many competences are the same on assignment and consultant.

Similar Deals

Show similar deals on a deal card. Matches on servicearea interests. Add a custom tab on the deal card and enter component lwc-limepkg-consultancy-similar-deals