Portfolio Module Setup
Portfolio Export (v8.xx)
To periodically export Values from your System, the new Web Version offers a csv export of any flat view. To configure the export it has to be two things to do. Define the General export settings Select the Flat View to export General export setting ...
Portfolio Agents (v8.xx)
Agents synchronize Data between the different Databases in the Genius Project. They either run in the background (scheduled agents), or may be started by a user action. Agents that can be run from the 'Agents' tab in the 'Setup & Administration' ...
Portfolio Module Administration (v8.xx)
System events Administration log are created automatically. They are computed record, not being possible to manually edit or modify them. These are generated when a problem occurs while running an agent or an operation. They are displayed once the ...
Setup Portfolio Workflows, Templates and Charts (v8.xx)
A default ‘Project Request’ workflow already exists and can be modified, if it is not in line with the organizations request workflow. The definition of a workflow in the 'Portfolio' database is much simpler than in the 'Projects' database, as it is ...
Portfolio Organization Breakdown Structure (v8.xx)
Hierarchical have been replaced by OBS (Organization Breakdown Structure). Cross portfolio allows to define portfolio of projects from other perspectives has organization structure, it could be a simple static list of projects, or a dynamic list of ...
Linked Database (Only for On-Premise) (v8.xx)
Note: Only for on premise (GP-OP) instalations The 'Portfolio' database is the referencing module for all the other modules of Geniusproject. All databases that make up the application have to be referenced. It is the 'Linked database' record that ...
General Portfolio Setup (v8.xx)
To access the Setup & Administration section of the Portfolio database, the Admin user must click on the gear icon at the top right hand corned of the screen and select [Portfolio] from the drop down list. General The ’General’ setup document is made ...