Portfolio Module Setup
Dashboard setup
To define a Cerri Project Chart: Navigate to the 'Setup' module of the portfolio databases. Click on the 'Charts' tab, then select the "Dashboard" navigation point. Click the «Create / New dashboard» button on the action menu bar. Fill in the ...
General Portfolio Setup (v10.xx)
To access the Setup & Administration section of the Portfolio database, the Admin user must click on the gear icon at the top right-hand corner of the screen and select [Portfolio] from the drop-down list. General The ’General’ setup document is made ...
Linked Database (Only for On-Premise) (v10.xx)
Note: Applicable only for on premise (GP-OP) installations. The 'Portfolio' database serves as the referencing module for all the other modules of Cerri Project. Each database that is part of the application must be referenced. This is achieved ...
Portfolio Organization Breakdown Structure (v10.xx)
Hierarchal structures have been replaced by OBS (Organization Breakdown Structure). Cross-portfolio capabilities allow for defining portfolios of projects from varied perspectives, including organizational structures. It supports both static lists of ...
Setup Portfolio Workflows, Templates, and Charts (v10.xx)
A default ‘Project Request’ workflow is provided and can be modified to align with the organization's request workflow. Workflow definition in the 'Portfolio' database is simplified compared to the 'Projects' database, as it is available for only one ...
Portfolio Module Administration (v10.xx)
System events Administration log are created automatically. These logs are computed records and cannot be manually edited or modified. They are generated either when a problem occurs while running an agent or operation, or when resulting from a user ...
Portfolio Agents (v10.xx)
Agents are responsible for synchronizing data between the different Databases within Cerri Project. They either run in the background (scheduled agents), or are initiated manually by a user action. Agents can be accessed and executed from the ...
Portfolio Export (v10.xx)
Cerri Project provides the ability to periodically export values from your system using the CSV export from any flat view. To configure the export: Define the General Export Settings Select the Flat View to export General Export Settings File type: ...