{"id":2319,"date":"2019-11-19T11:04:45","date_gmt":"2019-11-19T09:04:45","guid":{"rendered":"https:\/\/rationalk.ch\/blog\/?p=2319"},"modified":"2019-11-19T11:04:45","modified_gmt":"2019-11-19T09:04:45","slug":"automatisation-de-la-creation-de-projet","status":"publish","type":"post","link":"https:\/\/rationalk.ch\/blog\/automatisation-de-la-creation-de-projet\/","title":{"rendered":"Automatisation de la cr\u00e9ation de projet"},"content":{"rendered":"\n<p class=\"has-text-align-left\">Rationalk est un logiciel de gestion de projet pour les entreprises demandeuses de <span style=\"text-decoration: underline;\">bonnes pratiques<\/span> et de <span style=\"text-decoration: underline;\">flexibilit\u00e9<\/span>. Nous avons configur\u00e9 avec un de nos clients un automatisme tr\u00e8s pratique :<\/p>\n\n\n\n<p><strong>Cr\u00e9ation automatique d&rsquo;un projet apr\u00e8s acceptation d&rsquo;une offre commerciale.<\/strong><\/p>\n\n\n\n<p>Les offres commerciales peuvent \u00eatre saisie dans un logiciel de gestion externe (SAP, winbiz, cresus, &#8230;) ou directement dans le module Offre de Rationalk.<\/p>\n\n\n\n<p>Chaque offre est associ\u00e9e \u00e0 un mod\u00e8le de projet. Cela permet de savoir quel type de projet il faudra cr\u00e9er en fonction de l&rsquo;offre.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"601\" src=\"https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.44.19.png?resize=580%2C601&#038;ssl=1\" alt=\"\" class=\"wp-image-2320\" srcset=\"https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.44.19.png?w=690&amp;ssl=1 690w, https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.44.19.png?resize=290%2C300&amp;ssl=1 290w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><figcaption>Si cette offre est accept\u00e9e par le client, Rationalk va g\u00e9n\u00e9rer un projet d&rsquo;installation photovolta\u00efque !<\/figcaption><\/figure>\n\n\n\n<p>Gr\u00e2ce aux m\u00e9canismes Rationalk, d\u00e8s qu&rsquo;une offre est accept\u00e9e par un client, le syst\u00e8me va g\u00e9n\u00e9rer un projet selon le mod\u00e8le incluant :<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>une liste de t\u00e2che pr\u00e9d\u00e9finies<\/li><li>des \u00e9quipes affect\u00e9es en automatique (notifications sur les tableaux de bord de chaque employ\u00e9 concern\u00e9)<\/li><li>une structure de dossier pour stocker les donn\u00e9es du projet<\/li><li>un projet pour la saisie du temps de travail<\/li><li>un lien entre le projet et l&rsquo;offre d&rsquo;origine (et le client)<\/li><\/ul>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"580\" height=\"281\" src=\"https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.48.10.png?resize=580%2C281&#038;ssl=1\" alt=\"\" class=\"wp-image-2321\" srcset=\"https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.48.10.png?w=1337&amp;ssl=1 1337w, https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.48.10.png?resize=300%2C145&amp;ssl=1 300w, https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.48.10.png?resize=1024%2C496&amp;ssl=1 1024w, https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.48.10.png?resize=768%2C372&amp;ssl=1 768w, https:\/\/i0.wp.com\/rationalk.ch\/blog\/wp-content\/uploads\/2019\/11\/Screenshot-2019-11-19-at-09.48.10.png?resize=1200%2C582&amp;ssl=1 1200w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><figcaption>Exemple d&rsquo;un projet cr\u00e9\u00e9 en automatique depuis une offre<\/figcaption><\/figure><\/div>\n\n\n\n<p><strong>Tout en automatique !<\/strong><\/p>\n\n\n\n<p>Il existe de nombreux autres m\u00e9canismes d&rsquo;automation pour simplifier le travail des collaborateurs dans Rationalk : <a href=\"https:\/\/rationalk.ch\/blog\/les-declencheurs-rationalk\/\">https:\/\/rationalk.ch\/blog\/les-declencheurs-rationalk\/<\/a> .<\/p>\n\n\n\n<p>Pour toutes vos questions : appelez nous au 076 817 33 46.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rationalk est un logiciel de gestion de projet pour les entreprises demandeuses de bonnes pratiques et de flexibilit\u00e9. Nous avons configur\u00e9 avec un de nos clients un automatisme tr\u00e8s pratique : Cr\u00e9ation automatique d&rsquo;un projet apr\u00e8s acceptation d&rsquo;une offre commerciale. Les offres commerciales peuvent \u00eatre saisie dans un logiciel de gestion externe (SAP, winbiz, cresus, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"Automatisation de la cr\u00e9ation de projet des qu'une offre commericale est accept\u00e9e. La puissance de l'outil Rationalk pour dynamiser les processus sans lourdeur ajout\u00e9e !","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"enabled":false},"version":2}},"categories":[6],"tags":[],"class_list":["post-2319","post","type-post","status-publish","format-standard","hentry","category-rationalk"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"","jetpack_sharing_enabled":true,"jetpack-related-posts":[],"_links":{"self":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/posts\/2319","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/comments?post=2319"}],"version-history":[{"count":1,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/posts\/2319\/revisions"}],"predecessor-version":[{"id":2322,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/posts\/2319\/revisions\/2322"}],"wp:attachment":[{"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/media?parent=2319"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/categories?post=2319"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/rationalk.ch\/blog\/wp-json\/wp\/v2\/tags?post=2319"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}