Cerri Work | Configure | Knowledge Base

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Workspaces
Create, define and switch between workspaces. Go to: Company icon (bottom-left corner of screen) to open the side menu and: – View a list of your existing companies – Switch to another of your existing companies – Create a new company/workspace Click ...
Resources
Create human resources, enter their details and define their general roles and permissions within the system. From navigation menu go to: Settings > Human resources Click on New human resource Enter resource details in the available fields: Email, ...
Keywords
Create and define resource types & rates, skills and costs & expenses you wish to account for in your resource and project management From navigation menu go to: Settings icon > Company settings > Resource types and rates Click on New resource type ...
Location
Define different workspace/company/office locations you wish to account for in your resource and project management From navigation menu go to: Settings icon > Company settings > Locations Click on New location to add a location; enter a name, ...

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 ...

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