Accessing Charts Setup (v8.xx)
Genius Chart is a powerful built-in engine that allows for the display of data (in views or documents) in an easily readable chart. There are many chart types available offering a wide range of possibilities to better expose existing data.
This is done simply by creating a Chart setup document used to define each chart’s parameters. Charts are defined in the chart tab of the "Administration and Setup" console of each Module / Database.
Genius Chart Administration
Admin can create new chart from the setup of each database. The following chart types are available: Columns, Pie, Bar, Lines, Areas, Stacked Columns.
Numerous chart options are available, such as filtering and others.
Genius Chart does also provides drill down capabilities. Admin can define in which views and documents each chart become available.
Defining Charts (v8.xx)
To define a Genius Chart: Navigate to the 'Setup & Administration' module of one of the databases where you want to define a chart. Click on the 'Charts' tab. Click the «New chart» button on the action menu bar. Fill in the Chart setup document that ...
How to Access the “Setup and Administration” Console
The Module Setup and Administration Console tools are accessible from the upper right-hand corner of the Geniusproject user interface. Click the icon in the upper right corner. A drop down list appears with all available modules, select the one you ...
Setup Portfolio Workflows, Templates and Charts (v8.xx)
A default ‘Project Request’ workflow already exists and can be modified, if it is not in line with the organizations request workflow. The definition of a workflow in the 'Portfolio' database is much simpler than in the 'Projects' database, as it is ...
Resource Rates , Templates and Charts (v8.xx)
Rates This is where defined default rates and company (customer) rates are also defined. See the specific chapter 9 about rates management. Resources The [Resources] tab provides access to the various types of resources that exist in the database. ...
General Portfolio Setup (v8.xx)
To access the Setup & Administration section of the Portfolio database, the Admin user must click on the gear icon at the top right hand corned of the screen and select [Portfolio] from the drop down list. General The ’General’ setup document is made ...