Creating and Defining a Project
Rename a Resource (v8.xx)
To replace a project team member you must first make sure that the replacement resource has already been added to the project team. The function pointed at the situation, when a planned Resource should be changed during Project Planning (stand-by). ...
Archiving a Project (v8.xx)
A project can be archived at any time. Once a project is archived, it can be restored at any time. See the principles of the Archiving process for more information. To archive a project: Open the project description. Click on the [Actions] menu and ...
Delete a Project (v8.xx)
When a project is erased, all of the project documents in addition to the project description are removed. To erase a project: Select the project from the project list view. Click on "Delete" on the menu bar. A dialog box will open asking you to ...
Completing a Project (v8.xx)
It is not necessary to have completed all the tasks and deliverables to mark a project complete in Geniusproject. A project can be marked completed at any stage of its progress. There are two different ways to mark a project "Completed". The result ...
Apply a project template to an existing project (v8.xx)
Geniusproject allows you to combine multiple project templates to create a new project. Open the project description. Place the document into edit mode by clicking "Edit" on the [Action] menu bar. Click "Actions" on the menu bar and select "Import a ...
Define a Project as a Template (v8.xx)
Defining a project as a template is very simple; all you need to do is set its status to "Template". Open the project description. Place it in edit mode by clicking "Edit" on the [Action] menu bar. Change the project status in the header of the ...
Initialize a Project (v8.xx)
It is possible to initialize or re-initialize a project. This is a way to bring a project back to zero. This is very helpful with projects that are periodically re-executed. This function is also very useful when creating a new project or project ...
Rename a Project or Change Project Code (v8.xx)
It is possible to rename a project at any time. This function allows you to change the project name and code at the same time. To rename a project Open the project description. Place the document into edit mode by clicking on the "Edit" button on the ...
Copy a Project (v8.xx)
It is possible at any moment to create a copy of an existing project. A project copy does not just copy the project description document; it copies all project data including the plan, tasks, deliverables, costs, etc. to copy a project: Open the ...
Editing a Project (v8.xx)
To edit a project description document: Open the document. Click on "Edit" on the menu bar. Once the changes have been made, save them by clicking on "Save" or "Save & Notify" on the action bar. "Save & Notify" will save as well as notify any users ...
Completing the Project Description (v8.xx)
The project description is a kind of identity card for the project, where the project leader can define the project name, objectives, start and end dates, project participants, the budget and the categorization criteria. As described above, there are ...
Create a Project without Wizard (v8.xx)
Navigate to the [Projects] tab on the Module navigation menu. Select "New Project" from the contextual navigation. An empty Project Description opens. No documents are included.
Import a Template to an existing Project (v8.xx)
Open the Project Description in edit mode. Select [Import a template] The Template Selection Window opens. Note: All Values from the Template will be copied into the recent Project. Existing values will be lost.
Create a Project from a Project Template (v8.xx)
While creating a new Project Geniusproject asks whether to use a Template. A window opens. It is recommended to initialize a project build from a Template to reset all values to a current time. Initialize the Project after creating from a Template.
Create a Project from a Project Request (v8.xx)
A new project can be created from an idea that has been formally approved. In Geniusproject this is called "Promoting a project request".
The Project Creation Wizard (v8.xx)
Geniusproject’s "Project Creation Wizard" has been designed to simplify the user’s project creation experience by walking them step by step through the process and ensuring they do not leave out any critical creation steps. The project creation ...
Project Definition (v8.xx)
A well-defined project is a project with the highest potential for success completion. Unfortunately, the project definition step is one that is often neglected and therefore the cause of most project problems. Defining a project well means to ...