Common tasks¶
A short index of the things people do most often, and where each one lives.
| Task | Where |
|---|---|
| Create a simulation | Simulations → New simulation |
| Upload a server inventory | Open the simulation → Source Specification → Upload CSV → map columns → confirm |
| Add a line by hand | Open the simulation → Add Data → Add Server Line |
| Import servers from a location | Open the simulation → Import from Location |
| Confirm flagged matches | Open the simulation → Review Matches |
| Add a comparison target | Open the simulation → Target Configurations → Add Target |
| Set cost parameters | Open the simulation → cost parameters panel |
| Run a simulation | Open the simulation (status Ready) → Run Simulation → confirm |
| Find a past simulation | Simulations → search by name, customer name or reference |
| Read a past run | Open the simulation → run history → pick a version |
| Generate a PDF report | Open a finished run → Generate Report |
| Generate a report with defaults | Open a finished run → Quick Generate |
| Duplicate for a what-if | Open the simulation → Duplicate |
| Share with your team | Open the simulation → set visibility to Shared |
| File a simulation in a folder | Create the folder in the Simulations sidebar, then set it on the simulation |
| Change your password | Profile menu → account settings |
| Add your name to your profile | Profile menu → account settings |
| Check your credit balance | Credits page, or ask your organisation admin |
| Buy credits | Credits page, if enabled for your organisation |
| Invite a colleague | Organisation → Members → Invite User (admins only) |
| Approve a request to join | Organisation → Members → Approve (admins only) |
| Give somebody a personal allocation | Organisation → Members → allocate credits (admins only) |
| Set branding for reports | Organisation → Dashboard → Branding (admins only) |
| See who changed what | Organisation → Dashboard → recent activity → View all (admins only) |
| Choose which emails you receive | Profile menu → account settings → Email Notifications |
| Leave an organisation | Organisation page → leave |
Tasks below need the Estate module, which is off unless your organisation asked for it. See Locations and estate.
| Task | Where |
|---|---|
| Add a server to your estate | Hardware → New Server |
| Create a location | Hardware → Locations → New Location |
| Upload estate data in bulk | Upload → choose the file, type and location → map columns |