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

usage

Every project has it’s own visual Planner (also commonly known as a Planning Board).

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The Planner allows visual, drag-drop amendments of items that are represented by yellow boxes.

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Controlling Content

The amount of content displayed by the Planner is directly linked and controlled by the Item Filter. Simply amend the filter and click the View button to see the items you care about on the Planner.

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Axis

The axis on the left and top can be changed to display data from a variety of different axis values that represent key item attributes:

  • Type
  • Priority
  • Severity
  • Resource
  • Component
  • Start Date
  • Due Data
  • Fixed In Version
  • Status
  • Resolution

You can set both top and left axis as required but certain combinations of axis values may not be available.

image

Controlling Depth and Breadth

When an axis is set to Type you will see all the available item types represented as columns on the Planner.

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You can control depth/breadth of rows and columns by adjusting the filter as required.

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Drag-Drop

Every item is represented by a Card that can be drag dropped as required.

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The Bench

The Bench sits at the bottom of the Planner and contains un-scheduled or un-resourced items. You can bring these items into play by drag drop.

 

image

 

Interactive Cards

Each card (item) on the Planner has a dropdown menu that allows time estimates, time entries and comments to be added quickly.

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The progress bar can also be update on the card to reflect current work progress.

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