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Index MS Project Connector

 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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MS Project Connector

items
appnav
Project

What data do you wish to work on?

The Gemini MS Project connector takes its data from one or more AppNav cards based on the Gemini Grid view. Create and apply the filter criteria to these AppNav cards to define which data Gemini should synchronize with MS Project.

Obtaining the Connector

Amongst other integrations, Gemini has a FREE connector to Microsoft Project. To take advantage of this integration go to the Gemini Downloads page where you will find the downloadable installer for this and other free add-ons.

Please ensure that before you run one of our installers, you navigate to the file (zip or exe), right click, view its properties and make sure that if there is a button with “Unblock” in the General tab, you click it and then click OK or Apply. If you do not unblock executable files downloaded from the internet Windows restrictions may result in them failing to install correctly.

Configuring your Connection

Once you have installed the connector, when you first open Microsoft Project you will be prompted to provide the connection information to link MS Project to Gemini.

The following dialog will be displayed:

MS PRoject Connect Dialog

Name your connection and provide the URL to your Gemini instance.

Either provide a logon Username and Password or check the "”Windows Authentication” checkbox if you are using single sign-on/AD authentication.

If you are Proxy Server then you must also provide its details.

Locating Gemini in MS Project

Once the installer has run you will find that MS Project now has a “Gemini” tab.

MS Project Gemini Tab

If you do not get the connection dialog when you first open MS Project, or you wish to change/refresh your connection properties, then click on the Gemini icon, labelled “Connect” and the dialog will reappear.

Provide the authentication details needed to connect to your Gemini instance and the connection will be made.

Once you have connected to Gemini your drop-down list of card will be populated with all cards based on the Gemini Grid view. Select a card and the data from that card will be imported into MS Project. See below.

MS Project AppNav Cards

Make whatever changes you need in MS Project.  when you are done click on the Sync button in MS Project and your data will be synchronized in Gemini.