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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 ...
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 ...
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 ...
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, ...