Release v1.5.0

Release v1.7.0

Release v1.11.0

Create a new project & view its details

Edit project details

Delete a project

Customize your table view

Export project data to Excel/CSV

Release v1.6.0

Manage customized tabs

Export allocation data to Excel/CSV

Delete an allocation

Configure terminologies to your company lingo

Configure platform theme & colors

Create a new team & view its details

Customize your allocation data display

Filter your allocation data

Allocate a staff to a project

Edit an allocation

Filter table view

Release  v1.12.0

Release v1.8.0

Edit & delete team details, members, or lead

Create and manage customized tabs

Release v1.9.0

Guides for new users to understand the platform and begin using key features.

Getting started

Tools and guides for managing users, permissions, and system settings.

Admin

Customize, filter, and save views for Staff, Teams, Programs, and Projects.

Table & view management

Manage and structure staff into groups across projects.

Teams

Manage and track projects across your organization efficiently.

Projects

Understand how to manage staff capacity across projects.

Allocations

Updates on new features, enhancements, and fixes in each release.

Release notes

<h2><strong>📝Overview</strong></h2><h3><strong>Purpose</strong></h3><ul><li>Adjust how tables are displayed, filtered, and saved across Staff, Teams, Programs, and Projects to improve visibility and workflow.</li></ul><h3><strong>Who is this for</strong></h3><ul><li>Users who review, manage, or report on multiple entities and want a personalized table layout</li></ul><h3><strong>Pre‑requisites</strong></h3><ul><li>Existing records in the module</li></ul><h3><strong>Permissions required</strong></h3><ul><li>View access to Staff, Teams, Programs, and Projects tab</li></ul><h2><strong>📹Demo walkthrough</strong></h2><div class="raw-html-embed"><iframe width="560" height="315" src="https://www.youtube.com/embed/XRwSTSRkIag?start=37" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen=""></iframe></div><h2><strong>💭How‑to guide</strong></h2><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
  <strong>⚠️ Important Reminders</strong>
  <ul style="margin:8px 0 0 16px; padding:0;">
    <li>Customizing table views follows the same steps across <strong>Staff, Teams, Programs, and Projects</strong></li>
    <li>Other modules support table customization, but available options can vary</li>
    <li>Field options may differsince custom fields are configured at the module level</li>
    <li>In this guide, we are using the context <strong>Projects</strong> module as an example</li>
  </ul>
</div></div><h3><strong>Step 1: Open the customize panel</strong></h3><p>Navigate to the module from the side navigation bar of which you want to customize your view. On the Projects module, <strong>click on the Customize button</strong> on the upper right corner to open the customization panel</p><figure class="image"><img src="https://cdn-assets.productfruits.com/6381af1d-cd8b-4a43-8839-59bea911083b"></figure><h3><strong>Step 2: Configure your columns</strong></h3><p>Once the customization panel appears, you can adjust how columns appear in the projects table, taking note, changes reflect instantly:</p><ul><li><strong>Pin columns</strong> – drag a field into the Pinned columns area to keep it fixed on the left side of the table, similar to Freeze Panes in Excel, so it remains visible while scrolling</li><li><strong>Hide or unhide columns</strong> – control which project fields are visible in the table using the <strong>👁 </strong>icon</li></ul><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
  <strong>💡 Note:</strong>
  Hidden columns are also removed from filter criteria, so you will not be able to filter by that field unless it is visible
</div></div><ul><li><strong>Rearrange column order</strong> – drag fields to change the order in which columns appear in the table</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/0e768ffc-1fbf-4032-88e1-0e1fa99a1111"></figure><h3><strong>Step 3: Save changes to the current tab</strong></h3><p>Changes made in the customization panel are temporary until you update the current tab view.</p><p>To save the configuration:</p><ul><li>Click on <strong>Save Changes</strong></li><li>Select <strong>update current tab</strong> to store the new layout</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/d3f5df0d-aa79-4bab-8b34-01aa9f61a8d0"></figure><p>&nbsp;</p><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
  <strong>💡 Note:</strong>
  You can also save the configuration as a new tab instead of updating the current one. See Manage customized Project tabs for more details.
</div></div>

<h2><strong>📝Overview</strong></h2><h3><strong>Purpose</strong></h3><ul><li>Narrow down table lists to see only the most relevant items that match a specific criteria</li><li>Improve visibility and efficiency especially when managing large data</li></ul><h3><strong>Who is this for</strong></h3><ul><li>Users who want to review and focus on a subset of Staff, Teams, Programs, or Projects based on certain criteria</li></ul><h3><strong>Pre‑requisites</strong></h3><ul><li>Records already existing in the platform</li></ul><h3><strong>Permissions required</strong></h3><ul><li>View access to the relevant modules</li></ul><h2><strong>📹Demo walkthrough</strong></h2><div class="raw-html-embed"><iframe width="560" height="315" src="https://www.youtube.com/embed/XRwSTSRkIag?start=197" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen=""></iframe></div><h2><strong>💭How‑to guide</strong></h2><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
  <strong>⚠️ Important Reminders</strong>
  <ul style="margin:8px 0 0 16px; padding:0;">
    <li>Filtering table views follows the same steps across <strong>Staff, Teams, Programs, and Projects</strong></li>
    <li>Field options may differ since custom fields are configured at the module level</li>
    <li>Hidden columns will not appear in filter criteria, so you cannot filter by fields that are hidden</li>
    <li>Filtered views are temporary unless saved as a tab. See <a href="https://documentation.gembaa.com/en/article/manage-project-customized-tabs" target="_blank">Manage Customized Tabs</a> for more information</li>
    <li>In this guide, we are using the <strong>Projects</strong> module as an example</li>
  </ul>
</div></div><h3><strong>Step 1: Open the filter panel</strong></h3><p>On the Projects module, click on the <strong>'Filter' button on the upper-right corner</strong> of the Projects table. This will display a panel of available filter categories.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/e83ae630-fcdd-428d-a70e-6c6b5d460198"></figure><h3><strong>Step 2: Select filter criteria</strong></h3><p>Choose the fields you want to filter by. In this example, we will filter using the <strong>'Type' column</strong>, which contains project types such as BAU ort Project, and we want to see only BAU projects. To do this:</p><ul><li><strong>Look for the field: </strong>Type</li><li><strong>Select crietia:</strong> Matches</li><li><strong>Selection option:</strong> BAU</li></ul><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
  <strong>✍️ Note:</strong>
  If a column is hidden, it will not appear in the filter criteria. Make sure the column is visible if you want to filter by it. 
</div></div><figure class="image"><img src="https://cdn-assets.productfruits.com/40c85ca1-79cf-46ac-9af6-c770e13ddaee"></figure><h3><strong>Step 3: Apply filters</strong></h3><p>Select <strong>'Apply' </strong>once you've configured your criteria. You will see the projects table view reflecting only the projects that match the set criteria.</p><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
  <strong>✍️ Note:</strong>
  Filtered views are temporary and will revert if you navigate away. To keep this view for future use, save it as a new tab. See 
  <a href="https://documentation.gembaa.com/en/article/manage-project-customized-tabs" target="_blank">Manage Customized Tabs</a> for more information.
</div></div><figure class="image"><img src="https://cdn-assets.productfruits.com/64ab09ef-60e4-49bb-ad78-1830ffd58375"></figure><p>&nbsp;</p>

<h2><strong>📝Overview</strong></h2><h3><strong>Purpose</strong></h3><ul><li>Organize Staff, Teams, Programs, or Projects table views with custom tabs to quickly access frequenlty used filters and flayours</li><li>Save time by keeping tailored views for different purposes</li></ul><h3><strong>Who is this for</strong></h3><ul><li>Any user who frequently uses Staff, Teams, Programs, or Projects table</li><li>Users who want to maintain multiple veiws without manually applying filters and customizations each time</li></ul><h3><strong>Pre‑requisites</strong></h3><ul><li>Existing data in the platform for the respective modules</li></ul><h3><strong>Permissions required</strong></h3><ul><li>Manage access to the respective modules</li></ul><h2><strong>📹Demo walkthrough</strong></h2><div class="raw-html-embed"><iframe width="560" height="315" src="https://www.youtube.com/embed/XRwSTSRkIag?start=228" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen=""></iframe></div><h2><strong>💭How‑to guide</strong></h2><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;"> <strong>⚠️ Important Reminders</strong> <ul style="margin:8px 0 0 16px; padding:0;"> <li>Customizing table views and managing tabs follow the same steps across <strong>Staff, Teams, Programs, and Projects</strong></li> <li>Fields may differ since custom fields are configured at the module level</li> <li>In this guide, we are using the <strong>Projects</strong> module as an example</li> </ul> </div></div><h3><strong>Step 1: Create a new tab</strong></h3><p>Click on the '...' (ellipsis) on the top-right corner and select <strong>Create new tab</strong></p><figure class="image"><img src="https://cdn-assets.productfruits.com/31fd077f-9659-4d59-be47-c9057fa7c1d0"></figure><p>and <strong>enter a name</strong> for your new tab once prompted.</p><figure class="image image_resized" style="width:68.09%;"><img src="https://cdn-assets.productfruits.com/a113e946-6103-413e-98e6-093bea5ab3b2"></figure><h3><strong>Step 2: View your new tab</strong></h3><p>After naming your new tab, it should now appear in the top panel which in this case is 'Test project tab'.&nbsp;</p><figure class="image"><img src="https://cdn-assets.productfruits.com/3081a361-e1c4-454c-8517-92af69cd8c18"></figure><h3><strong>Step 3: Apply filters and customizations</strong></h3><p>With this new tab, you can now apply filters or customize your view as needed.<br>After applying filters or customizations, click <strong>Save changes</strong> on the upper-right corner and click on <strong>Update current tab</strong></p><div class="raw-html-embed"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
  <strong>💡 Tip:</strong>
  You can also save the view as a new tab using Save as new tab instead of updating the current tab.
</div></div><figure class="image"><img src="https://cdn-assets.productfruits.com/09c43433-201d-4f6e-906b-ba003deccc36"></figure><h3><strong>Step 4: Manage your tabs</strong></h3><p>Click the <strong>ellipsis (...)</strong> to see management options for your tabs:</p><ul><li><strong>Create new tab</strong> – add a new custom tab for a different view</li><li><strong>Rename tab</strong> – change the name of the current tab you're in&nbsp;</li><li><strong>Save as new tab</strong> – save the current view into a new tab</li><li><strong>Save tab </strong>– update the current tab with the latest changes</li><li><strong>Duplicate tab</strong> – create a copy of the existing tab you're currently in</li><li><strong>Delete tab</strong> – remove the existing tab you're currently in</li><li><strong>Reorder tabs</strong> – change the order of tabs in the top panel for easier access</li></ul><p>&nbsp;</p>

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