Getting Started

 

Logging in and Logging out Procedure	The Genius Project User Interface
Project Filter	Filtering, Grouping and Arranging a View
View Edit (Bulk Edit)	Searching in Genius Project
Exporting Data	Accessing Additional Modules
Favorites (Bookmarks)	Managing your Personal Settings

 

Logging in and Logging out Procedure

To access Geniusproject you must have access to one of the web browsing applications supported by the application (see "supported browsers").

To connect & disconnect from Geniusproject you need a username and password. Please contact your administrator if you do not have one. If you have forgotten your username or password, you can use the "Lost password" function found on the logon screen to retrieve them.

The first time you logon to Geniusproject you will be supplied with a password by your Administrator. We recommend that you change this password immediately after logging on. Please see "How to change your password" for instructions.

  

Accessing Genius Project

• Enter the URL in your browsers address field.
• Enter your username and password into the logon fields and click "Login".

Requesting a New Password

• Click the Lost password button.
• Enter your e-mail address in the dialog box and click OK. A new password will be sent to you by e-mail.

 

 

Disconnecting from Genius Project

Click the dropdown menu arrow next to your name (top right corner of the screen) to display the Personal Settings dropdown menu and click Logout.

 

The Welcome Page

Geniusproject’s Welcome page guides users through the various application modules via a list of shortcut icons.

By clicking an icon, the user will be directed to the associated tab, which also has a subset of shortcut icons to each of the actions they can perform within the selected module.

Once users eventually become more comfortable navigating through the different Geniusproject modules and no longer need the assistance of the shortcut icons, they can simply disable them by selecting the Do not display homepage next time checkbox located below the group of icons.

Another way to toggle the Welcome page icons on or off is by using the Display all homepages or Hide all homepages options of the Personal settings dropdown menu.

 

The Module Menu bar

Geniusproject’s user interface is profile driven. Users will be granted access to a set of modules, views, charts and dashboards based on the profile they have been associated to.

The module menu bar allows users to easily navigate between modules. The active module will always be displayed in red.

 

Contextual Navigation Menu

The title of the contextual navigation menu will always reflect the active module. The options of the contextual navigation bar allow users to access and create information that is stored in the active module.

 

Project Filter

By default Genius Project is in "multi-project" mode, displaying all of the information in the selected view related to all of the projects that a user has access to. However, users can filter the contents of a view down to a single project or to a list of projects based on specified criteria by using the features on the "Project Filter Bar".

Geniusproject includes two pre-defined filters: All for all of the projects that a user has access to and My Projects for quick access to all of the projects a user is a member of or assigned to, regardless of their role within the project.

 

Filter down to a single project

It is possible to work in "mono-project" mode by filtering down to a single project. As a result all views will only display information pertaining to the specified project.

Enter the desired project’s name in the filter field. The search assistance will automatically display all project names containing the same characters. Select your project from the list.

Geniusproject will automatically revert to "mono project" mode and the filter field will display the name of the active or selected project.

To select a different project, enter its name in the filter field. Click on the "All projects" to once again display all of the projects.

Note: The options on the module menu bar and contextual navigation menu may be different in mono and multi projects mode 

 

Creating a New Project Filter

Users can define their own personal filters to be used whenever needed. To create a new filter, click on the "New filter" link.

A dialog box will be displayed, allowing the user to define the new filter’s parameters.

One filtering option can be simply used to select a list of projects to include.

• The list on the left displays all of the projects the user has access to.
• The list on the right includes on the projects selected for the filter.
• Add or remove projects from the list on their right using the arrows between the two lists.
• Enter the new filter’s name in the field in the bottom right hand corner of the dialog box and save it for future/ repeated use.

A second type of filter is one based on specific criteria.

• One by one define the selection criteria, for example the project type is not equal to "Marketing".
• Click Add to add each new selection criteria.
• The completed list is the defined criteria for the filter. Only projects that match all the criteria will be included in the filter results.
• Enter the new filter’s name in the field located in the bottom right-hand corner of the dialog box and save it for future/repeated use.

Once the new filter has been saved it will appear in the list of available filters. The active filter will always be displayed in red.

To change the filter simply click on the dropdown list and select the desired one.

 

Erasing or Modifying Personal Filter

Each user can update or erase his/her personal filters. To do so, click the My new filter dropdown Arrow and select Edit.

 

 

Filtering, Grouping and Arranging Views

Most of the available lists or views in Geniusproject can be configured by users. These configurable views are easily identified by the following three icons:

In addition to the icons, users can right-click on a column header and a shortcut menu will displaying the column’s property options.

The combination of menu options and column property options will help users obtain the desired  results they wish to display.

 

Renaming a View Column Header

Right-click on the view column header and select Rename column. A dialog box will be displayed, allowing users to enter in the new title for the column.

 

Adding and Removing Columns

Geniusproject allows users to add and remove columns from a view. To remove a column right click on the column header and select "Hide this column" from the properties menu.

To add or remove mulitple columns from a view, right-click on any column header and select Show/ hide column from the Properties menu. A dialog box will display the list of available columns.

1. Select the columns you would like to display.
2. Click All to select all columns.
3. Click None to deselect all columns.
4. Click OK to confirm your selection.

 

Modifying the Display Order of Columns in a View

Users can change the order of the columns that appear in a view simply by clicking on the column header and dragging it to where they would like it to appear in the view.

 

Defining the Sorting Order of a View

Users can change the sorting order of a view by clicking on a column header and using the triangular arrow that appears to sort by the selected column, in ascending or descending order. Another option is to right clicking on a column header and selecting Sort A->Z or Sort Z->A from the Properties menu.

Users can define more advanced sorting rules by right clicking on a column header and selecting Customized sort from the Properties menu or by clicking on the sorting icon and selecting the same option.

A dialog box will be displayed, allowing users to define multiple sorting criteria.

 

• Define the sorting criteria one at a time.
• Click Apply to save the rules.

To delete a customized sort, simply click the Reset button. 

 

Filtering a View

Users can define filtering criteria for the view by clicking the Filter menu and selecting Define/Modify filters.

A dialog box will be displayed, allowing users to set the filter parameters.

Define each filter rule one at a time and click the green + icon on the bottom right-hand side of the dialog box to add the rule to the list. Once all of the parameters/rules have been defined, click the Filter button.

Only the documents meeting all of the filter criteria will be displayed in the view.

To delete the selected filter, click Filter then Reset from the menu.

 

Grouping View Elements

By right-clicking on a column header and selecting Group by from its Properties menu, users can group the content of a view according to the value of the selected column.

To ungroup. deselect the option from the column’s properties menu.

Note: It is possible to have cascading groups by selecting the Group by option for multiple columns

Once information has been grouped, it is possible to specify whether the aggregation of numeric values for the group should display either: the number of elements, nothing, the sum of the values or the average.

To select which option to display, click Aggregation in the column’s properties menu.

 

Managing Personal Views

Once you have defined a view format (sort order, grouping, selected columns, column order, etc.) the system will automatically remember it and display it the next time you access the view.

• It is also possible to save multiple formats for a single view. To save a view format click the view format menu and select Save this view.

• To select a view format that has previously been saved, select Open a view from the view format menu.

• To reset the view display to its initial format defined by the application administrator, select Default format from the view format menu.

• Users can rename a format, change a format, select a format as a favorite (bookmark) or completely delete a saved view by selecting Organize my views from the view format menu.

 

 

View Edit (Bulk-Edit)

Geniusproject version 7.20 introduces a great new functionality: "View Edit". It is now possible to modify record values directly within a view.

This enhancement has been introduced in some of the configurable views. This will help users save a lot of time, since they no longer have to open and save each record they want to update: They can do it directly from the list of records (views) and process several updates at once. 

 

Basics

• In an editable view, the user is allowed to modify entries directly in the view.
• Changes do not take effect until the user explicitly commits them to the server. Changes can be committed on a per-entry basis or all changes at once.
• Changes can only be reverted before they are committed.
• Only the columns with the blue title are editable.
• Every entry is subject to security, consistency and data validation rules that can prevent the user from editing.
• In some cases, the system may reject some changes during the commit if there are data inconsistencies or errors. Changes that failed to be committed are in red, and the user is notified of the errors.

 

Editable Views Layout

A)  If the View is editable, an extra column is displayed in front of the Grid, with
      a little blue pen icon in the column header. This column is meant to show the
      edition status and action buttons for each row.

B)  Editable columns title displays in blue. Even if the view is editable, only some
      columns may be edited. Rows and cells are also subject to specific
      restrictions.

C)  Rows that have been modified are shown in light blue.

D)  If the entry has been modified, two action buttons will be available in the
      special edition column.The first one to revert the changes on this entry, the
      second to commit the changes to the server. If the user has not enough
      access rights to edit this entry, a little lock icon will display instead of the
      action buttons, and the row won’t be editable.

E)   An extra action menu is available to perform batch actions on changes. From
      this menu, the user can either commit all changes at once, or revert them all.

 

About Editing Views

The views that can be edited have a Pen icon in the upper left corner and editable value are marked with a blue column header.

 

Modifying a Value within the View

As soon as the user moves the cursor over an editable cell, the cursor changes to a pencil.

 

The user can then enter in edit mode by double clicking on the cell. See the two examples below, one for a date entry, the other one for a simple figure.

 

Data Entry Validation

Once user have entered or modified a value within a view the corresponding record is not automatically updated. The system marks the edited lines and two icons appear on the left hand side of the record line. Those icons allow to confirm data entry or to cancel it. Please note also, the line(s) where some data entry has been done, are highlighted in light blue.

• Clicking the  icon will validate the line modification.
• Clicking the icon will cancel the line modification.

It is also possible to confirm or cancel several lines edit, using the [Edition] menu of the menu action bar.

• Selecting the [Edition->Save] menu option will validate all lines modifications.
• Selecting the [Edition->Cancel] menu option  will cancel all lines modifications.

When validation data entry on a view, the system will briefly highlight the impacted lines in light yellow to show the user where modification(s) have been done.

 

Searching in Genius Project

Users can perform two types of searches in Geniusproject; one is a simple keyword search and the other can include multiple search criteria.

 

Simple Text Search

Users can enter keywords or phrases into the search box at the top right hand corner of the screen. To execute a keyword search:

• Enter the keyword or phrase in the search field.
• Click the search icon and press Enter to initiate the search.
• The results will be displayed in the content screen

Once the results are displayed, users can refine their search even further by defining even more criteria. See Advanced multi-criteria search below.

Note: Keyword searches are "full text" searches. The engine will search for the keyword or phrase in all the data as well as all attached documents.

 

Advanced Multi-Criteria Search

Geniusproject allows users to save searches to be used whenever needed. The contextual navigation menu allows users to define new searches or to use existing ones.

• Click New Search in the contextual navigation menu to define the new search parameters.
• Click Saved searches in the contextual navigation menu to see the list of predefined searches and click the one you would like to execute.
• In fact, the only difference between using a new search versus a predefined search is that with a new search all of the criteria fields are empty.
• Define the search criteria and the search results will correspond to the combination of criteria defined.  

• Clicking the Launch the search button will execute the search. The search results will appear in the Results dialog box.

• You can refine your search as many times as required by simply modifying the criteria and executing the search once again.
• You can save a search and all of its specific criteria by clicking the Save button.

  

Geniusproject will ask you to assign a name to your search. This name will then appear in the list of available predefined searches, which can be found in the search contextual navigation menu.

 

 

Exporting Data

Note: When views are exported they will retain all of their formatting. 

 

Accessing Additional Modules

It is possible that, based on the the user profile they were assigned by the the system administrator, some  users will not be able to see all of the modules they are authorized to usein the module menu bar.

 

It is possible to display "Task" and "To Do" documents directly in the calendar of mail systems that support iCalendar feeds authentication.

The URL to connect to is: "webcal://[Database path]/iCalendar.ics?OpenAgent", where [Database path] is the full path of the Projects database that must be accessed.

For example: gils03.geniusinside.com/test/gp/720/en/ gpEn_projects.nsf.

1. In the list of programs, go to Accessories > Execute (keyboard shortcut Win+R.)
2. Type in the following command in the input box: rundll32.exe keymgr.dll, KRShowKeyMgr
3. Click OK.
4. In the list of saved password, spot the entry corresponding to the mail system and URL, and delete it. 

 

Configuration for IBM Notes Version 8.5  or above

1. Open the calendar.
2. In the Show calendars panel on the left side of the screen, click Add calendar…
3. Select iCalendar feed.
4. Select A private calendar (login, password and URL are needed).
5. Enter the label of the calendar and the username and password that are used to connect to the Projects database.
6. Enter the following URL: webcal://[Database path]/iCalendar.ics?OpenAgent
7. Select the formatting options. 

 

Configuration for Outlook 2010 or above

1. Click the Calendar button in the navigation bar.
2. From the calendar menu, click Open the calendar > From Internet…
3. Enter the following URL: webcal://[Database path]/iCalendar.ics?OpenAgent
4. Enter the user name and password that are used to connect to the Projects database.
5. Answer Yes to: Add the calendar to Outlook and subscribe to updates.