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Index Roadmaps and Changelogs
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 2      Getting Started with Gemini 5
items
projects
templates
 2.1        Signing in to Gemini
admin
 2.2        Navigation in Gemini
 2.3        AppNav Cards
 2.4        Gemini Terminology
 2.5        Features and Functions
 2.5.1          The Grid
items
Excel
 2.5.2          The Planner
items
 2.5.3          Activity Page
items
time
 2.5.4          Timeline Page
items
time
 2.5.5          Roadmaps and Changelogs
items
time
 2.5.6          Documents
admin
projects
 2.5.7          Standard Reports
projects
reporting
 2.5.8          The Calendar
items
projects
add-ons
time
plugins
ms-outlook
 2.5.9          Burndown and Burnup Charts
items
time
reporting
 3      Creating and Managing Tasks
items
 3.2        Rapid Planning (Creating Multiple Tasks)
items
projects
templates
 3.3        The View Item Page
items
projects
sentry
 6.1        Introduction to Sentry
items
testing
sentry
 6.2        Test Cases
items
testing
sentry
 6.3        Test Plans
items
testing
sentry
 6.4        Test Runner (Executing Tests)
items
testing
sentry
 6.5        Test Run History
items
testing
sentry
 9.6        Using Saucery for Code Review
saucery
 10       Gemini 4
 10.1         Getting Started
install
 10.5.16            Patterns
projects
items
 10.6         Planning Board
 10.7.2           Recording Time
items
 10.8         Notifications
emails
 10.8.1           Project Alerts
emails
 10.8.2           Item Watchers
emails
 10.11          Using Add-on Products
add-ons
 10.11.1            Visual Studio 2008/2010
add-ons
visual-studio
 10.11.2            Gemini Desktop
add-ons
desktop
 10.11.3            Microsoft Outlook
admin
add-ons
ms-outlook
 10.13          User Profile
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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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