Address Book Tab (On-premise Only) (v10.xx) [TR]
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'. |
Fields | Use |
Management of the user profiles and associated groups | If set to ‘Yes’, it is possible to manage the access rights from the 'Resources' database without going through the address book. In this case, the direction of synchronization must be 'Address Book <- Resources database'. |
Fields | Use |
Metric symbol | Define in which unit soft booking will be captured: Percentage, Days, or Hours. |
This document allows you to define the working days of a normal week and additional settings for availability calculation.
- Navigate to the Setup tab
- Select General from the contextual navigation menu
- 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 (e.g., medical appointment, vacation, training). Keywords selection field. |
Related Articles
General Setup (v10.xx) [TR]
Accessing the Setup & Administration Section To access the Setup & Administration section of the Resources database, the Admin user must: Click on the gear icon in the top-right corner of the screen. Select [Resources] from the drop-down list. ...Resource Administration Tab (v10.xx)
The Administration tab serves as the central location for tracking all system events, problems, and messages. System events Administration logs are automatically generated. They are computed records and cannot be manually edited or modified. They are ...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 ...Agents Tab (v10.xx)
Agents Agents in Cerri Project are responsible for synchronizing data between different databases. Agents that can be managed from the 'Agents' tab within the 'Setup & Administration' module of the Timesheets database. For a detailed description of ...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 ...