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Index Roadmaps and Changelogs
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 1.9        MS Project Connector
appnav
Project
 2      Getting Started with Gemini 5
usage
projects
templates
 2.5.1          The Grid
usage
Excel
 2.5.2          The Planner
usage
 2.5.3          Activity Page
usage
time
 2.5.4          Timeline Page
usage
time
 2.5.5          Roadmaps and Changelogs
usage
time
 2.5.8          The Calendar
usage
projects
add-ons
time
plugins
ms-outlook
 2.5.9          Burndown and Burnup Charts
usage
time
reporting
 2.5.11           The Data Import Wizard
admin
database
templates
Excel
migration
 3      Creating and Managing Tasks
usage
 3.1        Creating Tasks
projects
templates
 3.2        Rapid Planning (Creating Multiple Tasks)
usage
projects
templates
 3.3        The View Item Page
usage
projects
sentry
 6.1        Introduction to Sentry
usage
testing
sentry
 6.2        Test Cases
usage
testing
sentry
 6.3        Test Plans
usage
testing
sentry
 6.4        Test Runner (Executing Tests)
usage
testing
sentry
 6.5        Test Run History
usage
testing
sentry
 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
 10.7         Time Management
time
 10.7.1           Time Reports
time
 10.7.2           Recording Time
usage
 10.10.1.5              Item Management
admin
 10.12.9            Custom Fields API
custom-fields
api
 10.12.11             Items API
api
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Roadmaps and Changelogs

usage
items
time

Gemini uses Versions to help define iterations within a given project. Each iteration will usually consist of tasks that need to completed within the iteration.  In software development speak, these iterations can represent software releases such as “1.0”, “1.1”, “2.0” etc.  If non-software projects are being managed with Gemini then the Versions may well represent more time centric labelling such as June, July, August, etc.

Not all projects will require or make use of Versions to clearly define which work items will take place and when. However, as a general rule of thumb, if you can break down a project into phases then you can use Versions to track those phases.

A key feature of Versions in Gemini is the ability to nest them in hierarchical fashion.  If a project does not require iterations to be tracked then Versions need not be defined and can be removed from view using the Project Template Process Screens.

For more on Versions and how to create, maintain and apply them, see the document “Versions in Gemini”.

The Roadmap lists every item, by Version, where the Version that it has been assigned to is not marked as “Released”. Once a Version is marked as “Released” that Version and the items in it appear on the Changelog. In this way the Roadmap can be said to embody work yet to be done, a current/future release or phase.

The Changelog represents work that has been done, at least in so far as it occurred within the specified iteration that a Released Version covered.

To place a task on the Roadmap or Changelog you must select the appropriate Version in the “Affected Version” field when creating or editing the task. If you wish to use Roadmap and Changelog functionality you must therefore enable this field on Process Screens in your Project Template(s).

Access to the Roadmap or Changelog is determined by the Project Template Menu definition and as with all other menus, the Roadmap and Changelog menus can be renamed to more accurately fit with the terminology of the group who will use this functionality.

Functionality in the Roadmap & Changelog

The Roadmap and Changelog both provide summary views of the items within their scope (see screenshot at the end of this document).

Inline Editing of values

Right mouse click on any item in a Roadmap or Changelog and Gemini will popup an Inline Editing Control to let you:

  • View  - Open the item in the View Item page
  • Comment  - Add a comment (with the ability to specify comment visibility)
  • Edit  - Change item values immediately
  • Pin/Un-Pin- Create an AppNav Card to the item)
  • Follow/Un-Follow  - Add yourself to a list of people to receive email notifications on changes to the item
  • Delete - Delete the item if you have permissions to do so and this does not break data integrity rules.

Gemini inline edit popup

The Roadmap and Changelog Header Layout

Changelog anotated

Fig 1.0 Description of the key elements on the Roadmap and Changelog screens

 


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