Resource Administration
Delete a Resource (v10.xx)
To delete a resource that is no longer needed: Navigate to the [Resources] tab. Place a checkmark in the box next to the name of the resource to be deleted. Click "Delete" on the menu action bar. Note: A resource can only be deleted if they are no ...
Rename a Resource (v10.xx)
This function is used to manage situations where a resource's Lotus Notes username is changed for one reason or another. Steps to rename a resource: Edit the concerned 'Resource' document. Click on the menu [Actions > Resource Rename]. In the dialog ...
Change Password of Resource (v10.xx)
Change Resource/User password To change a password, follow these steps: Navigate to the resource view where resources are listed. Locate and open the 'Resource' document that needs the password change. Click on the menu [Action -> Change Password]. A ...
Resources Bulk Edit (v10.xx)
To facilitate the update of existing resources, it is possible to modify several resources at a time directly from the 'All' views menu in the 'Resources' tab. The field 'Destinations' is one example and is described in the 'Publishing' section of ...
Create Generic Resource Automatically (10.xx)
It is possible to automatically create generic resources based on the various resource types defined in the General setup document of the 'Resources' database. Follow these steps: Go to the 'Setup & Administration' module of the 'Resources' database. ...
Update Rates of the Resources (v10.xx)
If the rates in 'Rates' setup documents are modified, they can be updated directly in all Resource documents. Follow these steps: Ensure that the 'Rates' setup documents are up-to-date. Navigate to the 'Rate' setup view in the 'Resources' database. ...
Resources Administration (v10.xx)
Resources administration involves creating and managing new resources (users), companies and groups, as well as updating them when necessary. A Resource document is required for each user of the application. Resources can also be created without ...
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 ...