Projects Module Setup
Agents (v8.xx)
Agents synchronize Data between the different Databases in 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' module ...
Administration Tab (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 ...
Document Templates (v8.xx)
Most projects consist of more than just a project description and plan document. The actual information and data to be collected and shared often must be formatted into different documents of different types. GeniusProject includes a series of ...
Workflow in the Project Database (v8.xx)
There are several Workflows predefined from default implementation you can use. To perform a workflow you need at least the License Stakeholder (also possible Timesheet, Team Member or Project Manager). In the ACL you need Access as Author and ...
Document Types Setup (v8.xx)
Once the list of document types is added to the keywords & labels document, an entry for each type is added to the ‘Document types’ section. All of the Geniusproject standard documents will appear in the list, as well as the types added from the ...
Keywords and Labels (v8.xx)
As users navigate through the application they will come across various drop-down lists of choices. The values found in these lists are configured during the setup of the software in the ‘Keywords & labels’ setup document. General tab Project types ...
General Project Setup (v8.xx)
The General setup document allows for the definition of the general settings and certain defaults for the 'Projects' database. It is divided into seven sections. General The 'General' tab includes general settings. Field Use Workload unit Workload ...