Rate Management
Rates per Customer (v10.xx)
In the [Resources] module under "Company rates" setup, you can define default rates as well as standard rates by activity type when "Multi-rates management" has been enabled in the "General" setup document. Definition of "Company/Customers Rates" ...
Project Rates (v10.xx)
Maintained for compatibility with older versions, Company/Customer rates has been replaced with the following hierarchy Hierarchy of Rates in a Project Modules/Databases The system determines what rate applies according to three keys, in the ...
Rates in the Resource Form (v10.xx)
The simplest way to define a resource's rate is to edit the Resource form and access the "Rate" tab. If the "Import the rate" option is set to "No," the authorized user can select the currency and create rates per period, and possibly per activity ...
Rates per Activity Type / Multi-Rate Management (v10.xx)
Rates can be managed based on "activity type." By default, this option is disabled, and rates are defined regardless of the activity type. If needed, the option can be enabled to vary rates according to activity types. The option to enable multi-rate ...
Definition of Default Rates (v10.xx)
When managing a large number of resources, defining and maintaining resource rates can become tedious. Default rates, referred to as Resource rates, simplify the process. These rates are distinct from Company rates, which are designed for customer ...
Rate Types (v10.xx)
Cerri Project offers a highly adaptable rate management system that can cater to both simple and complex rate definitions. The system can manage rates based on various parameters, providing flexibility to fit different project and organizational ...
Resource Rates (v10.xx)
In the [Resources] module, the "Standard rates" setup document allows users to define default rates and standard activity-specific rates when "Multi-rates management" is enabled in the "General" setup document. Definition of default rates Managing ...
Update Rates in Projects (v10.xx)
It is possible to define different rates within a single project. After importing default rates from Rate Management, the project manager can modify the imported rates. The functions "Import Rates" and "Update Rates" affect a single project. The ...
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 ...