Planning Documents Deletion Rules (v8.xx)

Planning Documents Deletion Rules (v8.xx)

The planning documents deletion rules were removed from the general setup of the Projects database, and are now hard-coded. The deletion rules for tasks and deliverables once a plan is deleted are now the following:


Tasks


The tasks with an actual workload different from zero are not deleted.


Otherwise the tasks are deleted when they are in one of the following statuses: "Stand-by," "Requested," "Postponed," or "Canceled".


A task "In progress" with no actual workload will then be kept.


Deliverables


The deliverables are deleted only when they are in one of the following generic statuses: "Stand-by, "To accomplish," or "Canceled".


    • Related Articles

    • Additional Planning Options (v8.xx)

      At any time, a project manager can toggle to the plan form that the Genius Planner is embedded in, and define additional planning options for the project. Options – Generation Options Automatic numbering of phases Numbering of the plan phases will be ...

    • Documents (v8.xx)

      All document management features are available in project templates, but the way to use them is slightly different. Any kind of document can be created in a project template: standard Geniusproject documents, other documents, either from a template ...

    • Re-planning a Project (v8.xx)

      Once a project plan has been completed, it is possible to go back to it as many times as needed to make any necessary changes. To return to a project’s Gantt chart: Navigate to the [Projects] tab From the contextual navigation menu, select "Tasks and ...

    • Managing Documents in Genius Project (v8.xx)

      Running a project generates a lot of information and documents of all types. It is therefore necessary to have tools available to standardize, classify, list, publish and distribute this information. All of these documents are too often classified in ...

    • How Genius Integrates all Documents (v8.xx)

      It could be said that Geniusproject acts as everyone’s replacement Project File, since it provides automatic filing, sharing, and access, and records all of the different versions of each document. This is a unique reference and contains all of the ...