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Create Custom Fields (v10.xx)
Cerri Project can be customized through simple setup actions, allowing administrators to add custom fields and generate reports based on them. [Admin] access is required for this functionality. Custom fields can be defined for any Cerri Project form, ...
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." ...
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 ...
The Organizational Breakdown Structure (OBS) (v.10xx)
It is possible to create an organizational hierarchy for resources, broken down by company and department. Company records are defined in the [Resources] module, and all resources attached to them will inherit certain attributes, such as "Rates." ...
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.' ...