Project Demand, Project Requests
Review and Evaluate Project Requests (v10.xx)
Throughout the review cycle of a project request, various stakeholders can modify or complete the request, depending on the workflow. Cerri Project also provides tools to evaluate different requests and select the most suitable ones. To compare ...
Manage and Review a Project Request (v10.xx)
Depending on the workflow definition, each project request will follow a review and approval process. Different views are available to track project requests, such as the "All" view, designed to track the status of the requests. To change the status ...
Attaching Documents to a Project Request (v10.xx)
As with all other forms in Cerri Project, users can attach one or multiple files to a project request in the [Attachment] tab. To attach a file to a project request: Navigate to the [Attachment] tab, labeled with the clamp icon. Click on the "Choose ...
Create a Project Request (v10.xx)
To create a new project request: Navigate to the [Project requests] tab on the Module navigation menu. Select "All" from the contextual navigation menu. From the CREATE menu select "Project request". A new Project Request form will open. Header ...
Project Requests in Cerri Project (v10.xx)
Many companies face the challenge of having to deal with high volumes of project ideas either in progress or on hold, making it difficult to manage priorities. It is imperative to tackle each problem at the root and to sort and define priorities ...
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 ...