Linked Database (Only for On-Premise) (v8.xx)

Linked Database (Only for On-Premise) (v8.xx)

Note: Only for on premise (GP-OP) instalations


The 'Portfolio' database is the referencing module for all the other modules of Geniusproject. All databases that make up the application have to be referenced. It is the 'Linked database' record that allows it.



Field

Use

Description

Title of the database as it will appear in the views, and as it will be used in the 'Resources' database for the destinations.

Database

Selection of a database to be referenced from a list.

Type of database

Automatically fills in the type of Geniusproject database ('Resources', 'Timesheets', 'Projects' ...).

Used for the time fill-in

Yes/No. To indicate if the 'Projects' database will be linked to a 'Timesheets' database. This is useful to avoid retrieving time coming from 'Archive' databases or 'Projects' databases containing only templates

Fetch the projects

Indicates if the list of projects in this database must be retrieved into the Portfolio. To avoid double entries, projects from 'Consolidation' databases, 'Projects' databases used as 'Archive' database or 'Archive' databases should not be retrieved.

Take in to account for the availability calculation

Indicates if the 'Projects' database should be considered by the 'Resources' database for the calculation of availability. This is useful to avoid the availability calculation for 'Projects' databases used as 'Archive' database or 'Projects' databases containing only templates.

Description

A full description of the linked database. Rich text field.


    • Related Articles

    • Linked Database (Only for On-Premise) (v10.xx)

      Note: Applicable only for on premise (GP-OP) installations. The 'Portfolio' database serves as the referencing module for all the other modules of Cerri Project. Each database that is part of the application must be referenced. This is achieved ...
    • 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 ...
    • Initial Setup, On-Premise Only (v8.xx)

      The initial setup is done once per database after its installation by the administrator, if not done already. It consists of: Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one not linked). The creation or ...
    • Initial Setup, On-Premise Only (v10.xx)

      The initial setup is performed once per database after its installation by the administrator, if not already completed. It involves the following steps: Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one ...
    • Workflow in the Project Database (v8.xx)

      There are several Workflows predefined from default implementation you can use. To perform a workflow you need at least the License Stakeholder (also possible Timesheet, Team Member or Project Manager). In the ACL you need Access as Author and ...