General Setup (v10.xx) [TR]

General Setup (v10.xx) [TR]


Accessing the Setup & Administration Section

To access the Setup & Administration section of the Resources database, the Admin user must:
  1. Click on the gear icon in the top-right corner of the screen.
  2. Select [Resources] from the drop-down list.


General Setup Document

The General setup document in the 'Resources' database is where all basic parameters for resource management are defined.

  1. Navigate to the Setup tab.
  2. Select "General" from the contextual navigation menu.
  3. Edit the General document
  

Miscellaneous tab


Fields

Use

Hours by day

Number of working hours per day.

Used for Availability calculations and computing daily rates in 'Projects' databases where the work unit is the day.

Reference currency

Symbol of the reference currency.

This currency appears by default in all database views that display amounts.

List comes from currencies defined in the 'General' setup document of the 'Portfolio' database. Mandatory.

Default currency

For compatibility with older versions.

Other currencies

List of other currencies that can be used in the Resources database (e.g., Rates and Resource documents). The list of choices comes from the 'Other currencies' field in the 'General' setup document of the 'Portfolio' database. The default currency is automatically added.

Multi-rates management

If set to 'Yes', resources rates can be defined for each activity type. Rates are defined in the 'Rates' setup documents.

Create generic resources from defined resource types

If set to 'Yes', a single generic resource is created for each resource type defined.

Publish in databases

Visible only if 'Create generic resources from defined resource types' is set to 'Yes'.

Specifies the destination databases where the new generic resources will automatically be published.

Resources types

List of all resource 'types' to be created in the system.

Used to categorize resources in the Resource documents and to generate generic resources automatically.

Keywords selection field.

Activities types

Defines task categories (e.g., production, analysis, design, etc.). Activity types are used for rates definition if 'Multi-rates management' is set to 'Yes'.

Keywords selection field.

Skill list

List of skills that can be assigned to resources or companies.

Keywords selection field.

Cost centers

List of cost centers that resources can be assigned to.

Keywords selection field.

Relationship types

List of relationship types that can be selected in the Company document (e.g., Headquarters, subsidiary, etc.).

Keywords selection field.


Interface tab



Fields

Use

Database path

Complete URL of the database. Used to create links in notifications for Web usage, and also used to print a Genius Planner plan through a Web client when working in the Lotus Notes client.

E-mail address of the database

The e-mail address you can use to send or forward mail directly to Genius Project

Genius Integrator

For disabling the Genius Integrator attachment management if needed. See Application manager tasks for further information.



Address Book tab (Only for On-premises version)



Fields

Use

Direction

Synchronization direction for address books.

It can be: 'Address Book -> Resources database' (default/recommended), or the opposite.

Address Book

Determines which address book to synchronize with groups or 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 'Direction' option is set to 'Address Book -> Resources database'.


Profiles and Groups tab (Only for On-premises version)



Fields

Use

Management of the user profiles and associated groups

If set to ‘Yes’, allows management of access rights from the 'Resources' databases without going through the Address Book. In this case, the direction must be 'Address Book <- Resources database'.


Soft booking tab



Fields

Use

Metric symbol Define the unit for soft booking: Percentage, Days, or Hours.


Unavailability management


Allows the definition of working days for a normal week and other settings for availability calculations.



  1. Navigate to the Setup tab.
  2. Select 'General' from the contextual navigation menu.
  3. Edit the ‘Unavailability management’ document.



Fields

Use

Unavailability types List of non-project-related engagements that render a resource unavailable to work on projects (e.g., medical appointments, vacations, training). Keywords selection field.


Import of events from the Notes calendar (Only for On-premises and for HCL Lotus Domino organization)


Fields

Use

Event types to import

Select calendar event types to fetch into the 'Resources' database as Unavailability documents. Possible values are: Appointment, Meeting, All Day Event.

Category filter

Select categories of calendar events to fetch in the 'Resources' database. If empty, all events are fetched, regardless of category.

Email address of the database

Email address for the mail-in database, as referenced in the Domino Directory. Used for Calendar integration with 'Unavailability' documents.


Export of unavailability entries towards the Notes calendar (Only for On-premises version and for IBM Lotus Domino organizations)


Fields

Use

Export by default Indicates whether the 'Export to the Notes Calendar'

checkbox is checked by default in 'Unavailability' documents.



Once the configuration is complete, save and close the document.


Workflow in the resource database


Approval workflows can be associated with all out-of-office requests. A default workflow is provided with the system implementation.

To view or modify the approval workflow:
  1. Navigate to the [Setup] tab.
  2. The unavailability workflow will display in the content window.



For more details on workflows, see the chapter on Workflows In Cerri Project.


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