Cerri Project | Projects Module Setup

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 ...
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 ...
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 & ...

Popular Articles
Archive Setup
Archiving is part of the project life cycle, and can be performed at any time, whatever the project status is. Data of existing projects is stored in a separate database either to backup a project or to archive completed projects. It requires one to ...
How to Access the “Setup and Administration” Console
The Module Setup and Administration Console tools are accessible from the upper right-hand corner of the Geniusproject user interface. Click the icon in the upper right corner. A drop down list appears with all available modules, select the one you ...
Who is the Application Manager?
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 ...
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 | Projects Module Setup | Knowledge Base