2.5.11		The Data Import Wizard	items database Excel migration
7		Project Templates	projects
7.1		Project Templates: Introduction	projects
7.2		Project Templates: Process	projects
7.3		Project Templates: Screens and Visibility	projects
7.4		Project Templates: Process Workflow	projects
7.5		Project Templates: Custom Fields	projects custom-fields
7.6		Project Templates: Menus	projects
7.7		Project Templates: Status, Priority and Severity	projects
7.8		Project Templates: Resolution	projects
7.9		Project Templates: Links	projects
7.10		Project Templates: Time	projects

12 documents found.

Project Templates

Project Statuses

Once you have created a Process definition you must create at least one Status code for your Project Template. You must define the statuses that items created from your Project Template can pass through. To do this, navigate to the Customization section from the Customize link in the top right hand section of the menu. If you have Gemini Administrator privileges you will then be able to navigate to the Templates tab and the Status sub tab. You will see the following screen:

Make sure that you have selected the Project Template that you wish to maintain Status values for from the drop-down list. In the sample screen shot above we are maintaining status values for the “Breeze Help Desk Template” only.

To Add a new Status value, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:

• Label – the descriptive label that will be shown against your Status
• Comment – any comment you might wish to add about the meaning of the status
• Icon – an icon to visually represent the Status (Gemini ships with dozens of icons, or you can create your own)
• Colour – a colour that will be associated with items that are in the Status
• Final? – whether Gemini should consider this Status as being the last Status that the item can reach

Click Save to create the Status value. When configuring Workflow for your Project Template you will be asked to specify the transition between the various Statuses that you create and also which Groups (of users) are allowed to make that transition.

To maintain the Label, Comment, Icon, Colour or Final? values of the Status, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Status click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted Status will be recoded to. This is to ensure that there are no orphaned records in your data, with Statuses that do not exist in the Template.

Ordering Project Status Codes

To the left of the Status icon is a drag handle . Position the mouse over this region and you can drag-drop the Status Codes to reorder them. Status codes will appear in the Visual Planner in the order in which they appear on the Template.

Project Priority Codes

Priority Codes are optional but it is recommended that you create at least two Priority codes, to represent higher and lower priority items, as an aid to sorting and filtering your data.

To create Priority Codes, navigate to the Templates tab and the Priority sub tab. You will see the following screen:

To Add a new Priority value, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:

• Label – the descriptive label that will be shown against your Priority code 
• Icon – an icon to visually represent the Priority code (Gemini ships with dozens of icons, or you can create your own)
• Colour – a colour that will be associated with items that have the Priority

Click Save to create the Priority value.

To maintain the Label, Icon or Colour, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Priority code, click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted code will be recoded to. This is to ensure that there are no orphaned records in your data, with Priority codes that do not exist in the Template.

Ordering Priority Codes

To the left of the Priority Code icon is a drag handle . Position the mouse over this region and you can drag-drop the Priority Codes to reorder them. Priority codes will appear in the Visual Planner in the order in which they appear on the Template.

Project Severity Codes

Severity Codes are optional but are recommended if you wish to be able to track and manage issues and errors, which will tend to vary by severity from the perspective of various stakeholders.

To create Severity Codes, navigate to the Templates tab and the Severity sub tab. You will see the following screen:

To Add a new Severity level, click on the Add button. Unless your Gemini instance is customized to capture additional/different data you will be prompted to provide:

• Label – the descriptive label that will be shown against your Severity level
• Icon – an icon to visually represent the Severity level(Gemini ships with dozens of icons, or you can create your own)
• Colour – a colour that will be associated with items that are at that level of Severity

Click Save to create the Severity level.

To maintain the Label, Icon or Colour, click in the appropriate field and use Gemini’s inline editing to easily and instantly change the field value. To delete a Severity level, click on the Delete icon to the right of the screen. You will be required to specify an alternative value that any items in the deleted code will be recoded to. This is to ensure that there are no orphaned records in your data, with Severity codes that do not exist in the Template.

Ordering Severity Codes

To the left of the Severity Code icon is a drag handle . Position the mouse over this region and you can drag-drop the Severity Codes to reorder them. Severity codes will appear in the Visual Planner in the order in which they appear on the Template.