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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.' ...
Action Menu (v8.xx)
Menu Action Description Shortcut Rea d mod e Edit mod e Sh ort Act ion Me nu General Menu P P P Save Without closing: Saves the current version of the plan. In order to propagate all the changes in all records of the project, the plan is briefly ...
Toolbar (v8.xx)
Toolbar Action Icon Description Shortcut Re ad m od e Ed it m od e Insert Activity Inserts a new task after the last selected item in the Gantt chart. The new task is appended at the end of the item list if no task is selected. It has a default name ...