Project mandate (v8.xx)
The document Project order is a predefined form in Genius Project (enable subform to use this document). Unlike most other origin Genius documents, the Project order will created by using the "Create other" function.
Create new Document, choose the Document type "Project mandate"
By default, the document has no workflow attached. You are free to defined, or use an existing workflow to the document type.
Related Articles
Project Definition (v8.xx)
A well-defined project is a project with the highest potential for success completion. Unfortunately, the project definition step is one that is often neglected and therefore the cause of most project problems. Defining a project well means to ...Project Filter (v8.xx)
By default Geniusproject is in "multi-project" mode, displaying all of the information in the selected view related to all of the projects that a user has access to. However, users can filter the contents of a view down to a single project or to a ...Project Tracking in Genius Project (v8.xx)
Depending on what a user’s role is on a project or in an organization, project progress can be tracked from various different points of view or needs, such as: Financial follow-up A project leader might need to check the financial status of a project ...Project Requests in Genius Project (v8.xx)
Many companies face the challenge of having to deal with high volumes of project ideas either in progress or on hold, making it difficult to manage priorities. It is imperative to tackle each problem at the root and to sort and define priorities ...Project Rates (v8.xx)
Maintained for compatibility with older versions. Has been replaced with Company/Customer rates Hierarchy of Rates in a Project Modules/Databases The system determines what rate applies according to three keys, in the following order: Level Period ...