Project Tracking
Project Health Overview
The Project Health Overview provides a clear and structured view of project status across multiple projects. It allows users to quickly assess performance, identify issues, and access detailed project information. Access Rights This overview is ...
Project Status Report (v10.xx)
The Project Status Report document is an excellent combination of a Project Report and Project Overview. The report is a predefined form in Cerri Project (enable subform to use this document). The document can be created manually using the "Create ...
Deadline Follow-Up (v10.xx)
Are projects on-time? The main project list provides some key information. The colored "Deadline" indicator icons provide a quick overview of project deadlines. Green: Project is on time. Yellow: Actual expected end date is after planned end date. ...
Check Deliverables Status / Milestone Follow-Up (v10.xx)
Deliverables are one of the project leader’s best tools to check the project’s progress. They summarize the results of several tasks and give the project leader an immediate view of the project's status. Deliverables can be created directly in the ...
Check Project Status and Progress (v8.xx)
A project manager wants to know the status of their project(s). Project managers seek a clear view of project status and deadlines Are they on time? On budget? Are there any risks or quality issues? What is the project’s trend? Cerri Project provides ...
Project Overview (v10.xx)
There are many views and reports available to track project progress. A number of these views are based on data found in the key Cerri Project document titles "Project Overview". Project Overviews are setup to be generated automatically; however, ...
Project Tracking in Cerri Project (v10.xx)
Depending on a user’s role on a project or within an organization, project progress can be tracked from various perspectives, including: Financial follow-up: A project leader might need to check the financial status of a project at any given time. ...
Check Task and Assignment Progress (Workload and Deadlines) (v10.xx)
A project leader needs to monitor actual work done on projects in real-time. Comparisons can be made between the planned workload and actual work performed on tasks and assignments. The [Tasks & Plan] section of the "Projects" module contains most of ...
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 ...