Creating and Defining a Project
Gates view
The Gates view provides a structured overview of a gate-based project. It displays phases, gates, and tasks in a single matrix, allowing you to quickly understand project progress and review gate status. Availability The Gates view is only available ...
Create A Phase Gate Project
A Phase Gate project is always created based on a project template. Before you can create a project, you must first create a project template, assign a "Phase Gate Review Process" to this template, and then link it to a specific project type. Please ...
Completing the Project Description (v10.xx)
The project description serves as an identity card for the project, where the project leader defines the project name, objectives, start and end dates, participants, budget, and categorization criteria. As described earlier, there are multiple ways ...
Replace a Resource (v10.xx)
To replace a project team member, ensure that the replacement resource has already been added to the project team. The function is useful when a planned resource needs to be changed during project planning phase (stand-by). Edit the Project ...
Archiving a Project (v10.xx)
A project can be archived at any time, and once archived, it can be restored whenever needed. Refer to the "Principles of the Archiving Process" for more details. To archive a project: Open the project description. Click the [three dots] menu, select ...
Delete a Project (v10.xx)
When a project is deleted, all associated project documents, including the project description, are removed. To delete a project: Navigate to the project list view. Select the project you wish to delete. Click on 'Delete' on the menu bar. A dialog ...
Completing a Project (v10.xx)
It is not necessary to have completed all the tasks and deliverables to mark a project complete in Cerri Project. A project can be marked as complete at any stage of its progress. There are two ways to mark a project as "Completed", and the result ...
Apply a Project Template to an Existing Project (v10.xx)
Cerri Project allows you to combine multiple project templates to create a new project. Open the project description. Click "Edit" on the [Action] menu bar to switch to edit mode. Click the "three dots" menu, select "Actions", and choose "Import a ...
Define a Project as a Template (v10.xx)
Defining a project as a template is simple. You just need to change its status to "Template". Open the project description. Click "Edit" on the [Action] menu bar to switch to edit mode. In the project description header, change the project status to ...
Initialize a Project (v10.xx)
It is possible to initialize or reinitialize a project. This is a way to reset a project to its starting point. This is especially useful for projects that are periodically re-executed or when creating a new project or template from an existing ...
Rename a Project or Change Project Code (v10.xx)
It is possible to rename a project at any time. This function allows you to change both the project name and code at the same time. To rename a project Open the project description. Click on the "Edit" button in the action menu bar to enter edit ...
Copy a Project (v10.xx)
At any point, you can create a copy of an existing project. A project copy not only includes the Project Description document but also all related project data such as the Plan, Tasks, Deliverables, Costs, etc. To copy a project: Open the Project ...
Editing a Project (v10.xx)
To edit a Project Description document: Open the document. Click "Edit" in the menu bar. Once changes have been made, save them by clicking either "Save" or "Save & Notify" on the action bar. "Save & Notify" will save the changes and notify any users ...
Create a Project without the Wizard (v10.xx)
Navigate to the [Projects] tab on the Module navigation menu and open one of the project views. From the "Create" menu, select "Project without wizard". An empty Project Description opens, with no documents included.
Import a Template to an Existing Project (v10.xx)
Open the Project Description in edit mode. Select [Import a template] A template selection window will open. Note: All values from the Template will be copied into the new Project. Any existing values will be overwritten.
Create a Project from a Project Template (v10.xx)
When creating a new Project, Cerri Project prompts you to choose whether to use a Template. A window will open for this selection. It is recommended to initialize a project build when using a Template to reset all values to the current time. ...
Create a Project from a Project Request (v10.xx)
A new project can be created from a formally approved. In Cerri Project, this process is called "Promoting a project request".
The Project Creation Wizard (v10.xx)
Cerri Project’s "Project Creation Wizard" is designed to simplify the project creation process by guiding users step by step, ensuring no critical steps are missed. The "Project Creation Wizard" quickly captures important project details, with ...
Project Definition (v10.xx)
A well-defined project has the highest potential for successful completion. Unfortunately, the project definition step is often overlooked, leading to many common project issues. Defining a project well means clearly outlining what needs to be done, ...
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 ...