To access the Setup & Administration section of the Resources database, the Admin user must
click on the gear icon at the top right hand corned of the screen and select [Resources] from the drop down list.
It is the main setup document of the 'Resources' database. This is where all basic parameters for resource management are defined.
Select «General» from the contextual navigation menu, and edit the ‘General’ document
You can handle Expense reimbursement agreements for every single Customer you created on the Resource Database (Company Resource).
The unit cost can be setup for expense type items. It is computed with quantity (if enabled based on expense type item as well) to produce a cost amount and a billable amount. There is no column “Unit cost” displayed in the expense report. Total amounts/billable amounts are calculated based on quantity inputted in the expense report and the unit cost found in the company document.
To enable Expense reimbursement agreements on Company documents switch the "PSA mode" to yes.
Move to the Company, where you will enter Expense reimbursement agreements. Open the Company document.
If "PSA mode" is disable, there is no Tab for Expense.
If "PSA mode" is enable, you will find a new Tab called "Expense reimbursement agreement"
On the new Tab enter "Travel costs & daily allowances" with the plus icon .
Note: The Type is given by your List for "Expense Types" on Timesheet Database Setup - General
A quantity can only be inputted against an expense report line item if a company is captured in the project description, and that the latter is setup accordingly. In other words, a quantity can only be captured for expense type item configured accordingly.
Set this Company as a Customer in Project Categorization to get effect on the Expense reports to that Project.
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.
Import of events from the Notes calendar (Only for On-premises version and for IBM Lotus Domino organization)
Export of unavailability entries towards the Notes calendar (Only for On-premises version and for IBM Lotus Domino organizations)
Once the configuration is complete, save and close the document.
An approval workflow can be associated to all out of office requests; a default workflow is provided with the implementation of the system. To view or modify the approval workflow, navigate to the [Setup] tab. The unavailability workflow will display in the content window.
To learn more about workflows see chapter on ‘Workflows In Geniusproject’.