Resource Module Setup
General Setup (v10.xx) [TR]
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 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: ...
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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 ...