Getting Started
Home Page
The home page normally appears every time Cerri Project is launched. It shows how the workflow for project creation and management is structured in Cerri in a simple and clear manner. Ideas or requests can also be skipped, and the user can start ...
Conditional Formatting
Highlighting rows and cells based on rules In all views, it is possible to highlight cells and entire rows based on rules. To do this, select the ‘Conditional formatting’ option from the View icon menu. A dialogue box will appear where you can define ...
Timeline (V10.xx)
Timeline This feature allows you to present the tasks to be performed in a clear manner. The timeline is a new feature in version 10 of Cerri Project. In the standard navigation, it can be accessed under ‘My Workspace’. The timeline display shows the ...
Working with Charts in Views (v10.xx)
Charts are an integral part of every grid in Cerri Project and can be used to flexibly analyze and display data. Charts can be downloaded and saved using the ‘Download’ option available in the chart's context-sensitive menu. Charts can be displayed ...
Manage Your Personal Profile and Settings (v10.xx)
Cerri Project allows users to manage certain parameters of their personal settings. By clicking on their name at the top right-hand corner of the screen, they can access their personal profile. Modifying your user profile Each user’s profile is ...
Export Data (v10.xx)
Cerri Project allows you to export part or all of the information displayed in any view. Access the export menu by right-clicking within a view to open the context menu, then selecting the Export option. Or, by using the export icon. Note: When ...
Multi-Selection in Views (v10.xx)
To select multiple lines, click the boxes on the left side of each row.
Searching in Cerri Project (v10.xx)
Users can perform two types of searches in Cerri Project; a simple key word search and an advanced multi-criteria criteria. Simple text search Users can enter keywords or phrases into the search box located at the top right-hand corner of the screen. ...
Working with Views (v10.xx)
Cerri offers customizable views to meet your needs. All views in Cerri Project can be configured by users. The views can be customized for filtering, grouping, sorting, and organizing data based on specific criteria. These views can be saved as ...
Log-in and Log-out (v10.xx)
To access Cerri Project, you must use a supported web browser (see "supported browsers"). To log in or out, you will need a username and password. If you do not have one, please contact your administrator. If you have forgotten your username or ...
Promote (Convert) a Project Request into a Project (v10.xx)
Once a project request has gone through the defined approval/revision workflow, it can be promoted from its approved state into a new project. The project request workflow defines who has the authority to promote a request to a project and from which ...
The Cerri Project User Interface (v10.xx)
The Cerri Project user interface can be configured differently for different user profiles as defined by the Administrator. Refer to: "Defining user profiles and navigations by profiles" in the ADMIN guide. The Cerri Project user interface is made up ...
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 ...