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Index Project Settings
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 10       Gemini 4
usage
 10.1         Getting Started
install
usage
 10.2         Installing
install
 10.2.1           Requirements
install
 10.2.2           Automated Installer
install
 10.2.3           Microsoft Web Platform
install
 10.2.4           Zip File
install
 10.2.5           Scheduler Service
install
emails
 10.3         Upgrading
install
migration
 10.3.1           Upgrading Existing Installations
install
migration
 10.3.2           Upgrading 4.1.x to 4.2
install
migration
 10.3.3           Upgrading 4.0.x to 4.2
install
migration
 10.3.4           Upgrading 3.7.x to 4.2
install
migration
 10.3.5           Upgrading 3.6.x to 4.2
install
migration
 10.3.6           Upgrading 3.5.x to 4.2
install
migration
 10.3.7           Upgrading 3.1.x to 4.2
install
migration
 10.3.8           Upgrading 3.0.x to 4.2
install
migration
 10.3.9           Upgrading 3.0.0 to 4.2
install
migration
 10.3.10            Upgrading 2.2 to 4.2
install
migration
 10.3.11            Upgrading 2.1.x to 4.2
install
migration
 10.3.12            Upgrading 2.0.x to 4.2
install
migration
 10.3.13            Upgrading 1.9.1 to 4.2
install
migration
 10.3.14            Upgrading 1.9/1.9a/1.9b to 4.2
install
migration
 10.3.15            Upgrading 1.8.x to 4.2
install
migration
 10.3.16            Upgrading 1.7 to 4.2
install
migration
 10.3.17            Upgrading 1.6.3 to 4.2
install
migration
 10.4         Projects
projects
 10.4.1           Project Concepts
projects
 10.4.1.1             Grouping Projects
projects
 10.4.1.2             Components
projects
 10.4.1.3             Versions
projects
 10.4.1.4             Roadmap
projects
 10.4.1.5             Change Log
projects
 10.4.1.6             Dashboard
projects
 10.4.2           Project Customization
projects
 10.4.2.1             Project Settings
projects
 10.4.2.2             Single, Multiple Item Options
projects
 10.4.2.3             Item Type, Priority, Severity Options
projects
 10.4.2.4             Default Values
projects
 10.4.2.5             Components
projects
 10.4.2.6             Versions
projects
 10.4.2.7             Project Attributes
projects
 10.4.2.8             Which Fields Are Displayed?
projects
custom-fields
 10.5         Item Management
 10.5.1           Overview
 10.5.2           Creating
 10.5.3           Editing
 10.5.4           Viewing
 10.5.5           Visibility
 10.5.6           Custom Fields
custom-fields
 10.5.7           Comments
 10.5.8           Hierarchy
 10.5.9           Links
 10.5.10            Recurrence
 10.5.11            Estimates & Time Logs
time
 10.5.12            Source Control Links
 10.5.13            Audit Trails
 10.5.14            Workflow
 10.5.15            Filter Items
find-filter
 10.5.15.1              Using the Filter
find-filter
 10.5.15.2              Saving and Reusing Filters
find-filter
 10.5.15.3              Cross Project Roll-ups
find-filter
 10.5.16            Patterns
usage
projects
 10.6         Planning Board
usage
 10.7         Time Management
time
 10.7.1           Time Reports
time
 10.7.2           Recording Time
usage
 10.8         Notifications
usage
emails
 10.8.1           Project Alerts
emails
usage
 10.8.2           Item Watchers
emails
usage
 10.9         Test Management
testing
 10.9.1           Approach
testing
 10.9.2           Plans
testing
 10.9.3           Cases
testing
 10.9.4           Runs
testing
 10.9.5           Traceability
testing
 10.9.6           Filtering
testing
 10.10          Management
admin
 10.10.1            Administration
admin
 10.10.1.1              General Configuration
admin
 10.10.1.2              SMTP and Notifications
admin
emails
 10.10.1.3              Projects
admin
 10.10.1.4              Custom Fields
admin
 10.10.1.5              Item Management
admin
 10.10.1.6              Test Management
admin
testing
 10.10.1.7              Licensing
install
admin
 10.10.2            Users & Security
admin
security
 10.10.2.1              User Management
admin
security
 10.10.2.2              Global and Project Groups
admin
security
 10.10.2.3              Working with Global Groups
admin
security
 10.10.2.4              Working with Project Groups
admin
security
 10.10.2.5              Available Permissions
admin
security
 10.10.2.6              Project Resources
admin
security
 10.10.2.7              Assigning Permissions to Projects
security
admin
 10.10.2.8              Windows Authentication
security
admin
 10.10.2.9              Active Directory Integration
admin
security
 10.11          Using Add-on Products
usage
add-ons
 10.11.1            Visual Studio 2008/2010
usage
add-ons
visual-studio
 10.11.2            Gemini Desktop
usage
add-ons
desktop
 10.11.3            Microsoft Outlook
admin
add-ons
ms-outlook
usage
 10.11.4            Converse
converse
 10.11.4.1              Installation
converse
 10.11.4.2              Core Mailbox Setup
converse
 10.11.4.3              Selecting Emails to Process
converse
 10.11.4.4              Manipulating Email Content
converse
 10.11.4.5              Outbound Notifications
emails
converse
 10.11.4.6              Project Mapping
emails
converse
 10.12          API
api
 10.12.1            Introduction
api
 10.12.2            Enabling API support
install
api
 10.12.3            Authentication
api
 10.12.4            Response Formats
api
 10.12.5            .NET Quick-start
api
 10.12.6            Schema Reference
api
 10.12.7            Administration API
admin
api
 10.12.8            Alerts API
api
emails
 10.12.9            Custom Fields API
custom-fields
api
 10.12.10             Groups API
security
api
 10.12.11             Items API
api
 10.12.12             Projects API
projects
api
 10.12.13             Users API
security
api
 10.12.14             Testing API
testing
api
 10.13          User Profile
usage
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123 documents found.


Project Settings

projects

Clicking Project Administration will bring up the following screen when you can review and change key settings.

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The Project Code should be no more than 10 characters long and uniqueness must be ensured – no two projects should have the same Project Code.

The Project Name should provide a meaningful title so that users grasp the project purpose without having to navigate to the project to understand it’s “contents”.

The Lead option provides a way for you to specify the project lead. Simply start typing user name and the textbox will show matching users for selection.

The Group option defines the category within which the project resides.  See here for three approaches towards organizing projects within Gemini.

The Permissions options should be changed with caution and controls who can perform which actions on the project. It is advisable that Project Administrators do not change this setting and instead delegate permissions management to the Gemini Administrator.

The Type, Priority and Severity Group options define which item type, priority and severity dropdown values are used for the project.

The Workflow option defines the project wide item status and workflow to be used. Note that individual item types (e.g. Bug, Task) may well have their own workflow associated with them. In such cases, item specific workflow will always override the project’s default workflow.

The Screen option controls which item attributes are displayed (or not) on both the main project dashboard and the items page.

 

image

 

image

 

The Locked option is used to prevent new items from being added to the project.

The Archived option removes the project from view and thus it is not seen and not searchable.  Only Gemini Administrators can unmark a project as Archived thus making it visible and available for use.


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