Resource Management
Define Resource Skills (v10.xx)
Cerri Project allows you to define a list of skills for each resource. You can then search for resources based on their skill set and availability. The list of possible skills is defined in the setup of the [Resources] module. To define a resources ...
Publish Resources (v10.xx)
As long as a Resource is not published to a chosen Destination (Database), it cannot access this Destination. After the creation of a resource, Cerri Project publishes the new Resource to all selected Destinations. If the Resource is modified or ...
Creating New Resources (v10.xx)
Every person included in a project must first be defined as a resource. Resources are managed and created directly in the [Resources] module. Steps to create a new resource: 1. Navigate to the [Resources] module. 2. Click on the "Resources list" view ...
Human, Material, and Generic Resources (v10.xx)
Human Resource The resource header defines the type of resource. Profile A resource’s profile determines the type of user license assigned, their navigation rights within the application, and whether the resource is generic or not. Single selection ...
Create a New Company (v10.xx)
Cerri Project is a multi-site, multi-company solution. Companies can be created to represent an organization’s different locations and the resources assigned to them. Customer companies can be added to the "Customer" field in the Project description ...
The Organizational Breakdown Structure (OBS) (v.10xx)
It is possible to create an organizational hierarchy for resources, broken down by company and department. Company records are defined in the [Resources] module, and all resources attached to them will inherit certain attributes, such as "Rates." ...
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 ...