Create and use formula custom field

Customize your team table view

Delete an allocation

Manage customized tabs

Create a new project & view its details

Edit project details

Delete a project

Customize your table view

Export project data to Excel/CSV

Export allocation data to Excel/CSV

Configure terminologies to your company lingo

Configure platform theme & colors

Release v1.14.0

Release v1.7.0

Create a new team & view its details

Allocate a staff to a project

Edit an allocation

Customize your allocation data display

Filter your allocation data

Filter table view

Edit & delete team details, members, or lead

Create and manage customized tabs

Release v1.9.0

Release v1.13.0

Create and manage custom field

Release v1.15.0

Release v1.5.0

Release v1.6.0

Release v1.8.0

Release v1.11.0

Release  v1.12.0

Guides to help everyday users navigate and work within Gembaa

How-to use Gembaa

Get an overview of your workspace and key information at a glance

Dashboard

View and manage staff records and assignments

Staff

Track and navigate programs within your organization

Programs

Manage project details, timelines, and progress

Projects

View team structures and member assignments

Teams

Log and monitor risks, issues, and dependencies across your work

Visualize project timelines and scheduling using the Gantt chart

Gantt

Monitor the health and status of staff, teams, programs, and projects in one place

Pulse

Review and manage resource allocation across projects and teams

Allocation

Guidance for administrators setting up and managing the platform.

How-to configure Gembaa

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

Release notes

<h2 class="LexTKB__h2" dir="ltr">📝Overview</h2><h3 class="LexTKB__h3" dir="ltr">Purpose</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Adjust how tables are displayed, filtered, and saved across Staff, Teams, Programs, and Projects to improve visibility and workflow.</li></ul><h3 class="LexTKB__h3" dir="ltr">Who is this for</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Users who review, manage, or report on multiple entities and want a personalized table layout</li></ul><h3 class="LexTKB__h3" dir="ltr">Pre‑requisites</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Existing records in the module</li></ul><h3 class="LexTKB__h3" dir="ltr">Permissions required</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">View access to Staff, Teams, Programs, and Projects tab</li></ul><h2 class="LexTKB__h2" dir="ltr">📹Demo walkthrough</h2><div data-lexical-raw-html="true"><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 class="LexTKB__h2" dir="ltr">💭How‑to guide</h2><div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
 ⚠️ Important Reminders
 <ul style="margin:8px 0 0 16px; padding:0;">
 <li>Customizing table views follows the same steps across Staff, Teams, Programs, and Projects</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 Projects module as an example</li>
 </ul>
</div></div>Step 1: Open the customize panelNavigate to the module from the side navigation bar of which you want to customize your view. On the Projects module, click on the Customize button on the upper right corner to open the customization panel<img src="https://cdn-assets.productfruits.com/6381af1d-cd8b-4a43-8839-59bea911083b" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Step 2: Configure your columnsOnce the customization panel appears, you can adjust how columns appear in the projects table, taking note, changes reflect instantly:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Pin columns – 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 value="2" class="LexTKB__listItem">Hide or unhide columns – control which project fields are visible in the table using the 👁 icon</li></ul><div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
 ✍🏻 Note:
 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 class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Rearrange column order – drag fields to change the order in which columns appear in the table</li></ul><img src="https://cdn-assets.productfruits.com/0e768ffc-1fbf-4032-88e1-0e1fa99a1111" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Step 3: Save changes to the current tabChanges made in the customization panel are temporary until you update the current tab view.To save the configuration:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Click on Save Changes</li><li value="2" class="LexTKB__listItem">Select update current tab to store the new layout</li></ul><img src="https://cdn-assets.productfruits.com/d3f5df0d-aa79-4bab-8b34-01aa9f61a8d0" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">&nbsp;<div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
 ✍🏻 Note:
 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 class="LexTKB__h2" dir="ltr">📝Overview</h2><h3 class="LexTKB__h3" dir="ltr">Purpose</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Narrow down table lists to see only the most relevant items that match a specific criteria</li><li value="2" class="LexTKB__listItem">Improve visibility and efficiency especially when managing large data</li></ul><h3 class="LexTKB__h3" dir="ltr">Who is this for</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Users who want to review and focus on a subset of Staff, Teams, Programs, or Projects based on certain criteria</li></ul><h3 class="LexTKB__h3" dir="ltr">Pre‑requisites</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Records already existing in the platform</li></ul><h3 class="LexTKB__h3" dir="ltr">Permissions required</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">View access to the relevant modules</li></ul><h2 class="LexTKB__h2" dir="ltr">📹Demo walkthrough</h2><div data-lexical-raw-html="true"><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 class="LexTKB__h2" dir="ltr">💭How‑to guide</h2><div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
 ⚠️ Important Reminders
 <ul style="margin:8px 0 0 16px; padding:0;">
 <li>Filtering table views follows the same steps across Staff, Teams, Programs, and Projects</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 Projects module as an example</li>
 </ul>
</div></div>Step 1: Open the filter panelOn the Projects module, click on the 'Filter' button on the upper-right corner of the Projects table. This will display a panel of available filter categories.<img src="https://cdn-assets.productfruits.com/e83ae630-fcdd-428d-a70e-6c6b5d460198" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Step 2: Select filter criteriaChoose the fields you want to filter by. In this example, we will filter using the 'Type' column, which contains project types such as BAU ort Project, and we want to see only BAU projects. To do this:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Look for the field: Type</li><li value="2" class="LexTKB__listItem">Select crietia: Matches</li><li value="3" class="LexTKB__listItem">Selection option: BAU</li></ul><div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
 ✍️ Note:
 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><img src="https://cdn-assets.productfruits.com/40c85ca1-79cf-46ac-9af6-c770e13ddaee" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Step 3: Apply filtersSelect 'Apply' once you've configured your criteria. You will see the projects table view reflecting only the projects that match the set criteria.<div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
 ✍️ Note:
 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><img src="https://cdn-assets.productfruits.com/64ab09ef-60e4-49bb-ad78-1830ffd58375" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">&nbsp;

<h2 class="LexTKB__h2" dir="ltr">📝Overview</h2><h3 class="LexTKB__h3" dir="ltr">Purpose</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Organize Staff, Teams, Programs, or Projects table views with custom tabs to quickly access frequenlty used filters and flayours</li><li value="2" class="LexTKB__listItem">Save time by keeping tailored views for different purposes</li></ul><h3 class="LexTKB__h3" dir="ltr">Who is this for</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Any user who frequently uses Staff, Teams, Programs, or Projects table</li><li value="2" class="LexTKB__listItem">Users who want to maintain multiple veiws without manually applying filters and customizations each time</li></ul><h3 class="LexTKB__h3" dir="ltr">Pre‑requisites</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Existing data in the platform for the respective modules</li></ul><h3 class="LexTKB__h3" dir="ltr">Permissions required</h3><ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Manage access to the respective modules</li></ul><h2 class="LexTKB__h2" dir="ltr">📹Demo walkthrough</h2><div data-lexical-raw-html="true"><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 class="LexTKB__h2" dir="ltr">💭How‑to guide</h2><div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;"> ⚠️ Important Reminders <ul style="margin:8px 0 0 16px; padding:0;"> <li>Customizing table views and managing tabs follow the same steps across Staff, Teams, Programs, and Projects</li> <li>Fields may differ since custom fields are configured at the module level</li> <li>In this guide, we are using the Projects module as an example</li> </ul> </div></div>Step 1: Create a new tabClick on the '...' (ellipsis) on the top-right corner and select Create new tab<img src="https://cdn-assets.productfruits.com/31fd077f-9659-4d59-be47-c9057fa7c1d0" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">and enter a name for your new tab once prompted.<img src="https://cdn-assets.productfruits.com/a113e946-6103-413e-98e6-093bea5ab3b2" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Step 2: View your new tabAfter naming your new tab, it should now appear in the top panel which in this case is 'Test project tab'.&nbsp;<img src="https://cdn-assets.productfruits.com/3081a361-e1c4-454c-8517-92af69cd8c18" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Step 3: Apply filters and customizationsWith this new tab, you can now apply filters or customize your view as needed. After applying filters or customizations, click Save changes on the upper-right corner and click on Update current tab<div data-lexical-raw-html="true"><div style="background-color:#FFF8E1; border-left:4px solid #F4C430; padding:12px 16px; margin:12px 0;">
 💡 Tip:
 You can also save the view as a new tab using Save as new tab instead of updating the current tab.
</div></div><img src="https://cdn-assets.productfruits.com/09c43433-201d-4f6e-906b-ba003deccc36" alt="" data-position="full" data-width="90%" data-height="auto" class="lexical-inline-image position-full" style="z-index: 20;">Step 4: Manage your tabsClick the ellipsis (...) to see management options for your tabs:<ul class="LexTKB__ul"><li value="1" class="LexTKB__listItem">Create new tab – add a new custom tab for a different view</li><li value="2" class="LexTKB__listItem">Rename tab – change the name of the current tab you're in&nbsp;</li><li value="3" class="LexTKB__listItem">Save as new tab – save the current view into a new tab</li><li value="4" class="LexTKB__listItem">Save tab – update the current tab with the latest changes</li><li value="5" class="LexTKB__listItem">Duplicate tab – create a copy of the existing tab you're currently in</li><li value="6" class="LexTKB__listItem">Delete tab – remove the existing tab you're currently in</li><li value="7" class="LexTKB__listItem">Reorder tabs – change the order of tabs in the top panel for easier access</li></ul>&nbsp;

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