Glossary
- Purpose
- Plain-English meanings of the terms used across Gembaa, from access group to view, each with a link to the page that explains it.
- Who is this for
- Everyone
Use this page to look up a word you meet in Gembaa or in this manual. Your workspace may use different names for some of these terms, because admins can rename them in Terminology. Read the default name here as your own term.
A to F
| Term | Meaning | Read more |
|---|---|---|
| Access group | A named set of members that an admin can give access to records or modules together. | Access control |
| Admin | One of the two kinds of user (the other is Member). Admins can open Administration and shape the schema, menu, access and colours. | Administration at a glance |
| Allocation | A booking of one staff member on one project, with a rate over a period and a scenario. | Allocation |
| Check-in | One dated Pulse report on one record, with a health status for each indicator. | Pulse |
| Comment | A message in a thread on one record. Comments belong to that record only, and a parent never shows its children's comments. Open them from the Comments icon in the record panel header. | Comment on a record |
| Conflict | A link whose source ends after its target starts, on a link type that affects the schedule. Gembaa marks it in red but blocks nothing. | Link records |
| Dashboard | Your own canvas of widgets, such as charts and headline numbers. It is the first item in the left menu. | Dashboard |
| Default tab | A preset that is copied into each new user's tab row. After that it is the user's own tab. | Preset tabs |
| Delete level | The top comment permission level, on the Comments rows of the permissions grid. It adds the right to delete other people's comments. Admins always have it. | Access control |
| Demand | An early request or idea, captured before any program or project is set up for it. | Demand |
| Entity | A kind of thing you track, such as a Project, a Risk or a member of Staff. Each entity has its own fields and its own table. | Entities and custom fields |
| Feature switch | An admin setting that turns a module off for the whole workspace, admins included. The module disappears and no data is deleted. | Turn features on or off |
| Field | One piece of information on a record, such as a name, a date, a status or a budget. | Field types |
| Formula | A field whose value is calculated from other fields on the same record, or from one field of a linked record, such as the days left until an end date. Only admins create one. | Formula basics |
| FTE | Full-time equivalent. 1.0 is a full-time week of work, so 0.5 is half-time. It is a display unit in Allocation. | Allocation |
| Full Access | The highest access level on a record, and a built-in role that every admin holds. It includes the right to delete. | Access control |
G to O
| Term | Meaning | Read more |
|---|---|---|
| Gantt | The page that shows programs, projects, tasks, sub-tasks and milestones on one shared timeline. | Gantt |
| Gembaa staff access | The level an admin sets for Gembaa support staff: Unauthorized (the default, which keeps them out), Masked, Unmasked or Full control. | Support and Gembaa staff access |
| Knowledge | Written notes and documents attached to any record, also listed on the Knowledge page. | Knowledge |
| Link | A typed connection between two records, such as one task that blocks another. It reads one way from the source record and the opposite way from the target. It is separate from a relation field and from a parent. | Link records |
| Link type | A kind of link, such as Blocks or Relates to, with a forward label, an inverse label and a colour. Admins add and edit link types. | Link types |
| Member | A person with a Gembaa account who is not an admin. What they can do is set by access control. | Members, SSO and provisioning |
| Mention | A person named in a comment by typing @ and choosing them from the People list. It shows their current name. It does not notify them or give them access to the record. | Comment on a record |
| Milestone | A single point in time on a program, project, task or sub-task, such as a go-live. It shows as a diamond on the Gantt. | Milestones |
| Module | A part of Gembaa. It is either a table of records, such as Projects or Staff, or a page built for one job, such as the Dashboard, Gantt or Allocation. All of them work on the same records. | Welcome to Gembaa |
| Objective | A goal in OKRs. It can contain other Objectives and Key Results. | OKRs |
| OKR | Objectives and Key Results: goals and the measurable results that show whether you are reaching them. | OKRs |
P to S
| Term | Meaning | Read more |
|---|---|---|
| Persona | A choice on the Staff record that lets an admin aim a preset tab at certain people. | Preset tabs |
| Pinned tab | A preset that an admin puts at the front of everyone's tab row. Members cannot rename, move or delete it. | Create and manage tabs |
| Preset tab | A tab an admin prepares for others. It is Pinned, Default or Suggested. | Preset tabs |
| Program | A group of related projects. Every project belongs to one program. | Programs |
| Project | The unit most people work in. It has dates, a status and a manager, and it holds tasks, milestones, risks and budget lines. | Projects |
| Pulse | Periodic health reporting on a record, made of check-ins that form a trend. | Pulse |
| RAIDD | The log of Risks, Assumptions, Issues, Dependencies and Decisions that affect delivery. | RAIDD |
| Record | One item of an entity: a single project, a single risk. Click a record to open it in the record panel. | The record panel |
| Record ID | The locked, read-only ID field every record has: an ID prefix and a number. An admin sets the prefix for each entity on the ID field. | Entities and custom fields |
| Record panel | The side panel that opens over a list to show one record, its fields and its tabs, including Links. | The record panel |
| Relation | A field that links a record to records in another module, such as a task's project. | Field types |
| Reply | An answer under a comment. A reply cannot have replies of its own. | Comment on a record |
| Restricted | What a link shows in place of a record's name when you cannot open that record. Admins always see the name. | Access control |
| Role | A job someone can hold on a project, such as Developer. It is for resourcing, not access. | Roles |
| Role assignment | A grant of an access role to a member or group, for every record of an entity or for one record. Record-level ones are managed in the Role assignments tab of the record's lock dialog. | Access control |
| Rollup | A setting on a number or currency field that totals a value across child records, such as a program's budget. It is not a field type. | Field types |
| Scenario | A separate plan of allocations kept side by side with others, such as Actual and Forecast. | Allocation |
| Self | A built-in access role that applies to records linked to the person themselves, such as their own Staff record. | Access control |
| Skill | A named capability that people are rated on from 0 to 5. | Skills |
| SOW | Statement of work: one line of a project's budget, such as a phase or a work order. | Statements of work |
| SRE mode | The label on activity entries written by a Gembaa support person who is signed in under your staff access level, such as SRE mode · Full control. | Support and Gembaa staff access |
| Staff | The list of people your organisation plans work around. A staff record is separate from a sign-in. | Staff |
| Status | A field that says where the work stands, shown as a coloured pill. | Statuses |
| Suggested tab | A preset that waits in the picker behind the plus button at the end of the tab row until a user chooses to add it. | Preset tabs |
T to Z
| Term | Meaning | Read more |
|---|---|---|
| Tab | A saved view of a table or page, shown in the row above it. Each tab has its own columns, filters, sort and grouping. | Create and manage tabs |
| Task | A unit of work inside a project. A sub-task is a smaller piece of a task, or of one RAIDD entry such as a risk. | Tasks and sub-tasks |
| Team | A named group of staff, with an optional team lead. | Teams |
| Terminology | The setting where admins rename entities, so Gembaa uses your organisation's words. | Terminology |
| View | Another word for a tab: a saved way of looking at a list. This manual says tab. | Customise your table view |