Resources Administration (v10.xx)

Resources administration involves creating and managing new resources (users), companies and groups, as well as updating them when necessary.

A Resource document is required for each user of the application. Resources can also be created without corresponding users, such as for generic resources (e.g., customer, project leader, developer) used in project templates. The resource document specifies details such as: resource type, license type, rates, and distribution profile. It is in the 'Resources' database that the match between purchased and utilized licenses is managed (see Licenses information).

Cerri Project supports 'generic resources', which are virtual resources that improve the management of project templates and long-term planning. For more details, see the principles outlined in 'Resource management'.

A Company document enables grouping resources by company defining default rates for company locations. If company rates are to be used, do not forget to create companies before creating resources, and to create the corresponding Rates setup document. The company locations help limit the scope of Public holidays.

For the on-premise version, the Group document defines company directory groups for document distribution and access rights. This is especially useful for orgnizations with extensive directories containing numerous groups.

Cerri Project operates as a multi-database system. All resources (resources, companies, and groups) are published from the 'Resources' database to other databases via the resource's defined destinations.