Address Book Tab (On-premise Only) (v8.xx)
Fields | Use |
Direction | Specifies the direction of synchronization with the address books. Can be either Address Book towards 'Resources' database, or the opposite. Default and recommended value is the first one. |
Address Book | For groups: Determines with which address book to synchronize the groups. Mandatory. For resources: Determines with which address book to synchronize the resources. Mandatory. |
Fetch all the resources | If set to 'Yes', automatically retrieves all resources from the Address Book during the next synchronization. Visible only if the option 'Direction' is set to 'Address Book -> Resources database'. |
Profiles and Group Tab (Only for on-premise version)
Fields | Use |
Management of the | If set to ‘Yes’, it is possible to manage the access rights from the 'Resources' database, |
user profiles and associated groups | without going through the address book. In this case, the direction of synchronization must be 'Address Book <- Resources database' |
Soft Booking Tab
Fields | Use |
Metric symbol | Define in which unit soft booking will be captured, Percentage, Days or Hours |
Unavailability Management
This document allows you to define the working days of a normal week, and some other settings for the availabilities calculation.
- Navigate to the Setup tab
- Select General from the contextual navigation menu, and edit the Unavailability management document.
Fields | Use |
Unavailability types | The list of non-project related engagements that will render a resource unavailable to work on projects i.e. medical appointment, vacation, training, etc... Keywords selection field. |
Related Articles
Agents Tab (v8.xx)
Agents synchronize Data between the different Databases in Genius Project. They either run in the background (scheduled agents), or may be started by a user action. Agents that can be run from the 'Agents' tab in the 'Setup & Administration' module ...Administration Tab (v8.xx)
System events Administration log are created automatically. They are computed record, not being possible to manually edit or modify them. These are generated when a problem occurs while running an agent or an operation. They are displayed once the ...Administration Tab (v8.xx)
Monitoring the databases periodically: The application manager should monitor the databases periodically to check for the following: Identified problems, Unexpected errors. Identified problems: During normal operation of the databases, some problems ...Resource Agents Tab (v8.xx)
Agents synchronize Data between the different Databases in Genius Project. They either run in the background (scheduled agents), or may be started by a user action. Agents that can be run from the 'Agents' tab in the 'Setup & Administration' module ...Resource Administration Tab (v8.xx)
The Administration tab is where all system events, problems and messages can be found System events Administration log are created automatically. They are computed record, not being possible to manually edit or modify them. These are generated when a ...