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Index Project Templates: Menus
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 2      Getting Started with Gemini 5
usage
items
projects
 2.5.11           The Data Import Wizard
admin
items
database
Excel
migration
 3.1        Creating Tasks
items
projects
 3.2        Rapid Planning (Creating Multiple Tasks)
usage
items
projects
 7      Project Templates
admin
projects
 7.1        Project Templates: Introduction
admin
projects
 7.2        Project Templates: Process
admin
projects
 7.3        Project Templates: Screens and Visibility
admin
projects
 7.4        Project Templates: Process Workflow
admin
projects
 7.5        Project Templates: Custom Fields
admin
projects
custom-fields
 7.6        Project Templates: Menus
admin
projects
 7.7        Project Templates: Status, Priority and Severity
admin
projects
 7.8        Project Templates: Resolution
admin
projects
 7.9        Project Templates: Links
admin
projects
 7.10         Project Templates: Time
admin
projects
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15 documents found.


Project Templates: Menus

admin
projects
templates

Project Templates

Menus

In Gemini you can switch menu options on or off, set access permissions and alter the menu description to reflect the terminology of the users who require the functionality behind it.

Navigate to the Customization section from the Customize link in the top right hand section of the menu. If you have the appropriate privileges you will then be able to navigate to the Templates tab and the Menus sub tab (see below).

Templates Menu

To have Gemini draw a line under the menu item, to separate it, set the “Menu Divider” checkbox on the right of the screen to checked.

Enabling menus and granting access

To enable or disable a menu, simply click on the check box next to it.

To set the permissions for the menu, click on the person icon person icon . You will be prompted to select the Group(s) that you wish to grant access to this menu to. By default, if you do not select one or more Groups but you enable the menu, when the record is saved the menu will be enabled for the system Group “everybody”, meaning any user with access to a project based on the Template will also have access to that menu function.

Changing menu labels

In order to change a menu label, you will need to have access to the resource files that are located in the sub folder of the templates folder in the Gemini web application. If you create or amend an entry that exactly matches the menu name then the menu and any attributes that are identically named will reflect the value in the resource file. For example if you had an entry in “resource.xml” in a template folder that was: <item id="Items">Stories</item> then the Items menu would be renamed “Initiatives”, as in the screen shot above.


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