Select Page
Search the Wiki
< All Topics
Print

Entity Overview

Brief Overview of Entity Definitions and Relations

Business: This is the general details of your business which you use Gemma for its operation. You have fields like name, full legal name, contacts, address etc.

Service: Each Business offers one or more service(s). A service has a short description, a long description and optionally, a list of standard tasks.

Service Standard Task: Each Service can have one or more Service Standard Tasks. This prevents the need for re creation of the same set of Tasks each time a new Project Revision is created for that Service.

User: Each Business has one or more Users which represent an employee of your business. The current available roles at Alpha Release are Director and Project Manager.

Settings: Each Business has various settings and adjustments which can be modified by a Master or a Director User.

Client: Each Business has one or more Client which has fields for contact details as well as some settings.

Contact: Each Client has one or more Contacts which represent a contact person of that Client.

Project: Each Client can have one or more Projects.

Project Revision: Each Project automatically creates its first Revision when it is created. Each Project Revision can be associated with only one Service. A Project can have multiple Project Revisions which could have similar or different Services and different Contacts as the point of contact of the Client of that Project Revision. Each Project Revision can be associated with only one Contact person of the Client of the parent Project.

Task: A Project Revision can have one or more Tasks which can be assigned to various Users. A Task can also be created for a User without it being part of a Project Revision which is called a Generic Task.

Quote Item: When a Project Revision is quoted and not yet sent to the Client, you can add additional Quote Items to your initial quote which Gemma creates. The number of Quote Items are currently limited to 4 during Alpha release which should cover many applications but will be increased in future releases.

Invoice: A Project Revision and a Client both can have one or more Invoices. An Invoice is generally created when a Project Revision is completed and can be adjusted as a percentage of the initial Quote or manually modified. A Client can also have one or more Invoices created for them independent from the context of a Project Revision.

Invoice Item: An Invoice can have one or more Invoice Items. Invoice Items are currently limited to 4 during Alpha release which should cover many applications but will be increased in future releases.

Notes: You can add Notes to a Client, Contact, Project and Invoice to add additional information to these entities. Gemma also add notes to various entities which are generated when certain events happen in the application.

Messages: You can write a Message either to yourself or another User of Gemma in your Business.

Business Entity and its Relation to Child Entities
Client Entity and Its Relation to Child Entities

Previous Your First Steps
Table of Contents