Portfolio Module Administration (v10.xx)
System events
Administration log are created automatically. These logs are computed records and cannot be manually edited or modified. They are generated either when a problem occurs while running an agent or operation, or when resulting from a user operation. Logs are displayed once the agent operation concludes, and if the issue originates from a user operation, they are sent to the relevant user.
Related Articles
Portfolio Module Administration (v8.xx)
System events Administration log are created automatically. They are computed record, not being possible to manually edit or modify them. These are generated when a problem occurs while running an agent or an operation. They are displayed once the ...
Portfolio Agents (v8.xx)
Agents synchronize Data between the different Databases in the Genius Project. They either run in the background (scheduled agents), or may be started by a user action. Agents that can be run from the 'Agents' tab in the 'Setup & Administration' ...
Portfolio Agents (v10.xx)
Agents are responsible for synchronizing data between the different Databases within Cerri Project. They either run in the background (scheduled agents), or are initiated manually by a user action. Agents can be accessed and executed from the ...
General Portfolio Setup (v8.xx)
To access the Setup & Administration section of the Portfolio database, the Admin user must click on the gear icon at the top right hand corned of the screen and select [Portfolio] from the drop down list. General The ’General’ setup document is made ...
Resources Administration (v10.xx)
The resources administration consists of the creation of new resources (users), companies, and groups, and updating them as needed. One Resource document is necessary for each user of the application. A resource may be created even if there is no ...