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

45 documents found.

Bringing data into Gemini, for whatever reason, is a simple straightforward process. To do so you must have the “Bulk Operations” permission, which will give you access to the Import control on the Grid.

fig 1.0 the “Import” option in the Grid Control.

Steps to import your data

1. Navigate to the Gemini Grid and the project that you wish to import data into.

2. Click on the Import icon (see above) and you will be prompted with the Gemini Import wizard, as shown below:

fig 2.0 the import wizard screen. Click “choose file" to browse for the file to import

3. Browse for the Excel or delimited (pipe/comma/tab) file that contains your data. This first row in this file must contain column headings for the data therein.

4. Once you have located your file, map the columns in your file to the fields that match the Project Template that your project is based on.

Gemini will read the column headings in your file and try to map them to column headings that match your data template. You need to check that this mapping is accurate and if the wizard has not (or more likely cannot) map from you inbound column to a column in your Project Template then you need to make the column assignment manually.

fig 3.0 Column mapping. You will be shown (from left to right) the column heading from the file, a row of data in the file, the field in Gemini to map the data to, a flag to allow you to ignore any individual field.

The data wizard import simply prompts at each step for the user to click on “Next” once they have finished a particular step.

5. Determine whether the lookup data values you have in the file should take on different values based on what is already in Gemini, should stay as they are, or if they are new – be added to Gemini. Gemini will go through every one of the lookup fields and give this prompt.

When all the field value mapping has been completed, Gemini will present the “Upload” button. Click on this to have your data uploaded and at the end Gemini will give a summary of all records processed and the number of records successfully uploaded.