Resource Rates , Templates and Charts (v8.xx)

Resource Rates , Templates and Charts (v8.xx)

  1. Rates


This is where defined default rates and company (customer) rates are also defined. See the specific chapter 9 about rates management.

  1. Resources


The [Resources] tab provides access to the various types of resources that exist in the database.



Menu

Use

Resources

Lists all of the existing human resources in the database

Generic resources

Lists all of the existing generic resources in the database

Material resources

Lists all of the existing material (non-human) resources in the




Menu

Use

database

Companies

Lists all of the existing companies in the database

Groups

List of user groups required for managing database security

Used licenses

List of all used licenses categorized by type


  1. Templates


This is the place to define office template for resource lists and availability reports. See the chapter "Office templates" for more information.



  1. Charts


Genius Chart is a powerful built-in engine that allows for the display of data (in views or documents) in an easily readable chart. There are many chart types available offering a wide range of possibilities to better expose existing data.


This is done simply by creating a Chart setup document used to define each chart’s parameters. See the chapter "Genius Chart" for more information.

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