The Application Manager is the user with the most rights in the Geniusproject application. The Geniusproject configuration and management requires deep insight into the application.
Before starting with Geniusproject, the application manager must decide on some important parameters:
- The main currency and the secondary currencies.
- The currency of a Projects database cannot be changed once documents have been created in this database. The 'Workload unit, in the Timesheets and Projects databases, it is possible to choose between days and hours as the unit of time measure. The units of these databases may be different. By default, the unit is 'Hours' in the Timesheets database and Days in the Projects databases. The unit cannot be changed once documents have been created in this database.
To use Genius Integrator or not. Genius Integrator makes the management of attached files easier. It allows also for the generation of Microsoft® Excel reports and management of Microsoft® Word and Microsoft® Excel templates. Be aware that this feature requires the usage of an ActiveX for the Web. This means that Microsoft® Internet Explorer is required as a web browser. It is also incompatible with the Lotus Notes client under Mac OS.
Genius Integrator must be enabled or disabled system wide. It cannot be disabled once documents have been created with attachments in a database.
Initial Setup (Mandatory for on premises only)
The initial setup is done once per database after its creation by the administrator.
It consists of:
- Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one not linked).
- The creation or modification of mandatory setup documents.
Resources administration consists of the creation of new resources (users), and possibly companies and groups.
One Resource document is required for each user of the application. A resource may be created even if there is no corresponding user, for example to represent a generic resource in a project template (customer, project leader, developer, etc...).
Use the 'Resource' document to specify the resource license, rates and distribution profile (among other things).
Use the Company document to group resources by company. If company rates are used, do not forget to create companies and the corresponding Rates setup documents before creating resources.
The Group (On-premises only) document allows one to define the Company Directory groups usable for document distribution and access rights. This is especially useful when the company's address book contains a large number of groups.
The additional setup consists in the creation of optional setup documents, and possibly in the customization of the databases.
The application manager can create (or delegate the creation of) document templates and project templates.
Projects templates are very useful, reusable elements. Each defined project template might contain a set of documents which already contain data. This allows a project leader to save time when creating new projects based on the same template.
These projects automatically contain documents that may already be partially filled out for him/her.
Any kind of document, for example a Microsoft® Office document, can be attached to a template, thus offering the maximum in flexibility and reusability.
During normal operation of the databases, some problems may arise when the agents process documents, mainly in the 'Projects' and 'Timesheets' databases.
Through his/her timesheet a user inputs time on a task that has been deleted.
Through his/her timesheet a resource still inputs time on a task to which he/she is no longer assigned.
In those cases, a specific document is marked as a problem and displayed in a specific view. This allows for the detection and reprocessing of the documents. Usually the documents must be corrected manually before reprocessing them.