Tasks and Deliverables
To Do (v10.xx)
A "To Do" is a simplified task with no assigned workload or duration. It can be only assigned to one resource. Header To do The title of the "To Do". This field is mandatory. Ref Optional code for this task. Depending on the application setup, this ...
Plans (v10.xx)
The Plan (Gantt chart) is used to organize tasks, deliverables and assignments. The project leader uses the Cerri Planner Gantt chart tool to create the WBS and assign resources to the tasks. Once the plan is ready, the project leader saves the plan ...
Managing Multiple Types of Deliverables (v10.xx)
Cerri Project allows users to convert deliverables into various document types including generic documents, cost documents, or billing milestones, enabling flexible modeling for different project deliverables. For example, a "market study" ...
Deliverables, Milestones (v10.xx)
The deliverable generally marks the end of a project phase and allows for the approval of the project's key elements. The deliverable can have a material existence (file) or not (meeting), but it is a mandatory checkpoint that requires approval in ...
Phases (v10.xx)
The Phase records are auxiliary records displayed in views, to represent the Work Breakdown Structure (WBS) and provide a better insight into the phase/tasks relationship for the projects. These documents are for reference only. They are created ...
Assignments (v10.xx)
For each assignment made to a "Task", an "Assignment" record is automatically created. This record includes all information about the task related to the assigned resource. "Assignment" records are generated by the system whenever a resource is ...
Tasks (v10.xx)
A task is created to define work that needs to be done, report the time spent on it, and capture all incurred costs.. A task includes its list of assignments, as it can be assigned to one or more resources. A single "Assignment" record is created per ...
Tasks, Deliverables, and Plans to Organize Projects (v10.xx)
To better understand and monitor a project, it is generally split into several phases, each containing activities (tasks) and products (deliverables). These phases may occur sequentially or in parallel. The duration of a phase is determined by 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 ...