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Component Name Sorting

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I'm again testing Gemini for our company engineering department as our main project management system. This project has been off and on for a few years due to other engineering projects on my plate, but now I have the time to finish testing this software for our company. We are using an old version <Gemini 3.1.1 (Build 2212)> and once the tests are complete, my plans are to purchase the newest version, but I do have a question on the new version for the "Component Names". I want to create a "Project Template" that all projects use with the list of Component Names in the sort order preset. This is the order I want the project to flow, but when creating Component Names they sort alphabetically in this version, and I need to know if the new versions will allow me to sort these Component Names in an order I need each time for all projects if my project template is used? Example of my "Component Names" below:
Order Received
Order Entered
Contract Review
Acknowledgement Letter Sent
Yellow Book Assembled
To Engineering
Approval Drawings Out
Approval Drawing Follow-up/Call Contact
Approval Drawings Returned

and the list goes to 60 total.

Thank you for your replies

cedgdarby
· 1
cedgdarby
Replies (11)
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We now have component heirarchy which might help with this.
However, are you sure that these are components and not statuses?


Mark Wing
· 9108
Mark Wing
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I do see what your talking about now, and I wasn't thinking of it that way, but now I'm going to rethink my component list. So I'm correct to say there is a component hierarchy in the new version, and is there somewhere I can see this is action(anyone)?


cedgdarby
· 1
cedgdarby
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Mark Wing
· 9108
Mark Wing
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I have another question, as I got the component sort now and as I said above, we are rethinking the component names. My question; Is it possible to create a template with not only preset components, but also preset issues for our team to answer and complete. As from my above 1st post, we would use the component names like:

(Note: I know we can create "Issue Type Schemes", but I need to know we can create preset "Issues")

Sales
Engineering
Purchasing
Shop

Then I would like to have issues preset like:

Under Sales: Order Received, then we can create a status of "Order Received Yes/No/Holding"

etc.


cedgdarby
· 1
cedgdarby
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Project Templates?  Create a new project using a template, where, the template contains Components, Verisons, Issues already defined.

Is that what you need?



Harvey Kandola
· 212
Harvey Kandola
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Yes. Then all my team has to do is complete the issue status, add any documents, comments, questions, etc. All of our projects are handled the very same way.

Thank You for your replies


cedgdarby
· 1
cedgdarby
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You can do this via project backup and restore. Backup the "template" project and restore it each time.
Project templates include only issues for the project but not the project's documents.


Mark Wing
· 9108
Mark Wing
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Ok, Can you offer where we can get information on the process of backup & restore of a "single" project template? As I don't see any controls to backup & restore in this version -  Gemini 3.1.1 (Build 2212)


cedgdarby
· 1
cedgdarby
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We are currently doing a update from 3.1.1 (Build 2212)  to 3.5.4 Release (Build 2435) . There is no important data in this db, but we just want to see how the upgrade goes. Also, maybe the backup & restore controls will be in the new version, as we've only see the 3.1.1 version.


cedgdarby
· 1
cedgdarby
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The update went great, and now we see all the added controls that wasn't in the 3.1.1 version. We also see how to handle the above questions much better now, and just wanted to thank you for your time replying.


cedgdarby
· 1
cedgdarby
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Thank you for the update.
Glad we could help


Mark Wing
· 9108
Mark Wing