Resource Module Setup
General Setup (v10.xx)
Accessing the Setup & Administration Section To access the Setup & Administration section of the Resources database, the Admin user must: Click on the gear icon in the top-right corner of the screen. Select [Resources] from the drop-down list. ...
Resource Rates, Templates, and Charts (v10.xx)
Rates This is where default rates and company (customer) rates are defined. See the specific chapter on Rates for details about rate management. Resources The [Resources] tab provides access to the various types of resources in the database. Menu Use ...
Resource Administration Tab (v10.xx)
The Administration tab serves as the central location for tracking all system events, problems, and messages. System events Administration logs are automatically generated. They are computed records and cannot be manually edited or modified. They are ...
Resource Agents Tab (v10.xx)
Agents are responsible for synchronizing data across the various Databases within Cerri Project. They can either run automatically in the background (scheduled agents), or can be started manually by user action. Agents that run automatically can be ...
Resource Types (v10.xx)
The Resources tab provides access to the various types of resources that exist in the database. Menu Use Resources Lists all of the existing human resources in the database Generic resources Lists all of the existing generic resources in the database ...
Workflows in the Resource Database (v10.xx)
An approval workflow can be associated with all out-of-office requests. A default workflow is provided with the system implementation. To view or modify the approval workflow: Navigate to the Setup tab. Locate the unavailability workflow in the ...
Importing Events from the Lotus Notes Calendar (v10.xx) [D-MF]
Only for on-premise version and IBM Lotus Domino organization Fields Use Event types to import Allows for the selection of the calendar event types to be fetched in the 'Resources' database as Unavailability documents. Possible values are: ...