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Profile Settings
Configure your profile settings including notification and language preferences. Go to: Avatar icon (upper-right corner of screen) > Edit profile Enter your user information and photo (optional) Activate/deactivate on-boarding messaging Click on ...
Menu Bar
Navigating from Cerri’s fixed menu bars at any time, from anywhere in the program. App icons will take you to their respective apps: Task, Time, Expense, Project, Resource and Portfolio Settings icon at the bottom will take you to Company settings ...
General Overview
Navigating around Cerri from the Home page. Go to: Home icon (upper-left corner of screen) Click on the left bar application icons to access them: Task, Time, Expense, Project, Resource and Portfolio If you are an admin, click on the Settings icon ...
Keywords
Create and define resource types & rates, skills and costs & expenses you wish to account for in your resource and project management From navigation menu go to: Settings icon > Company settings > Resource types and rates Click on New resource type ...
Location
Define different workspace/company/office locations you wish to account for in your resource and project management From navigation menu go to: Settings icon > Company settings > Locations Click on New location to add a location; enter a name, ...