Technical (v8.xx)

Technical (v8.xx)

  • Team Leaders only need “Team Member licences” to edit the Team Planner. If they are also Project Leaders it’s covered by the “Project Leader licences”.

  • If one resource has several Team Leaders Approval system is "One master" (first come first serve). So if one accepts, it is accepted.

  • A new task rises during the project. Either way all of the Project Leaders/Team Leaders have to run through the whole process again or they will arrange it beside.

  • It is possible to work with Generic resources. Just be aware, that the utilization of the Generic resources cannot be seen in the Genius Planner and Team planner, only in the applicable views and charts.

  • You have to save after changing the status to run the actions (not when entering the status).It’s defined in the Setup of the “Actions” in the workflows. This makes especially sense for the parallel workflow as you are working in one status: Changes occur when PL save their accepted changes. They don’t change the status.

  • When your company works the way that the Resource managers are also the Responsible

  • for assigning the resources in the Genius Planner and the Project Leaders are only to check the project progress, the Team Planner is not applicable.

    • Related Articles

    • The Organizational Breakdown Structure (OBS) (v.8xx)

      It is possible to create an organizational hierarchy for resources broken down by company and departments. Company records are defined in the [Resources] module and all resources attached to it will inherit certain attributes, such as "Rates" for ...
    • Create Custom Fields (v8.xx)

      It is possible to customize Geniusproject with simple setup actions, to add fields and to create reports based on those fields. You need [Admin] access to do this. Custom fields can be defined for any Geniusproject form as well "generic documents." ...
    • Document Templates With Attachment (v8.xx)

      The following process explains how to create a template that includes attachments, provided that Genius Integrator is enabled. Open the 'Projects' module 'Setup & Administration' console, in the 'Templates' tab, select the view 'Document templates.' ...
    • Document Template With Customized Forms (v8.xx)

      Creating a Geniusproject 'Template Document' that contains a customized data structure first requires designing the structure (ask your Genius consultant for this). Geniusproject can contain as many subforms as needed to be used in 'Document ...
    • Serial Workflow (v8.xx)

      Within the serial Workflow the Project Leader plans the resources with Workload. Then they change the status in “To proof”. It is now possible for the Team Leaders to work on the Team Planner and accept / deny the planning. When they are done, it ...