Project Templates
In the Project Description (v10.xx)
The project description of a project template is created either from scratch or by copying an existing project. Change the 'Status' field of the project description to 'Template' (code #01). In the 'Participants' section, fill in the lists with ...
Access Templates (v10.xx)
Project templates are available to users when they are visible in the 'Portfolio' database, after the 'Refresh the list of projects' agent has been run. Project templates are visible to any resource with the [ViewTemplates] role in the Portfolio. For ...
In the Plan (Gantt) (v10.xx)
To plan a project template is essentially the same as planning a standard project, with the following exceptions: The author of the plan (Gantt) should be the 'Project Leader' generic resource. This is because, when the plan is synchronized and tasks ...
Workflow (v10.xx)
If a workflow is assigned to a document type used in a project template, the initial status can be applied when the document is created, depending on the workflow definition. This occurs when the property ‘Status by default’ of the first workflow ...
Documents (v10.xx)
All document management features are available in project templates, though their usage differs slightly. Any kind of document can be created in a project template, including standard Cerri Project documents, and other documents either derived from a ...
Define a Project as a Template (v10.xx)
To define a project as a template, all you need to do is set its status to "Template" by following these steps: Open the project description. Enter edit mode by clicking "Edit" on the [Action] menu bar. In the header, change the project status of the ...
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 ...