Cerri Project | Portfolio Module Setup

Portfolio Module Setup
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Hierarchal structures have been replaced by OBS (Organization Breakdown Structure).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 ...
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: ...

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Initial Setup, On-Premise Only (v8.xx)
The initial setup is done once per database after its installation by the administrator, if not done already. It consists of: Linking the new database to the 'Portfolio' database (the 'Portfolio' database is the only one not linked). The creation or ...
Resources Administration
The resources administration consists of the creation of new resources (users), companies and groups, and in their update when necessary. One Resource document is necessary for each user of the application. A resource may be created even if there is ...

Cerri Project | Portfolio Module Setup | Knowledge Base