Projects Module Setup
General Project Setup (v10.xx)
The General setup document allows for the definition of the general settings and certain defaults for the 'Projects' database. It is divided into seven sections. General The 'General' tab includes general settings. Field Use Workload unit Workload ...
Keywords and Labels (v10.xx)
As users navigate through the application, they will encounter various drop-down lists of choices. The values found in these lists are configured during the setup of the software in the ‘Keywords & Labels’ setup document. General tab Project types ...
Document Types Setup (v10.xx)
Once the list of document types is added to the Keywords & Labels document, an entry for each type is added to the ‘Document Types’ section. All standard Cerri Project documents will appear in the list, along with the custom types defined in the ...
Workflow in the Project Database (v10.xx)
Several workflows are predefined in the default implementation, which you can use as-is. For more information about workflows, see the chapter "Configure Workflows". Navigation Navigation within workflows has already been covered in the Portfolio ...
Administration Tab (v10.xx)
System events An Administration log of system events is created automatically. These record are generated as computed logs, meaning they are non-editable and cannot be modified. Logs are generated when a problem occurs while running an agent or an ...
Agents (v10.xx)
Agents are responsible for synchronizing data between different databases in Cerri Project. They run either in the background (as scheduled agents) or may be initiated by a user action. Agents can be managed from the 'Agents' tab in the 'Setup & ...