Projects

Use

BUGtrack Projects represent real-life projects managed by your team. A project may correspond to a product that your company develops and markets (e.g. an application or a hardware model) as well as any other group of issues, including general organizational questions (e.g. team education) and activities (e.g. an industry exhibition).

A record (also referred to as ‘issue’, ‘bug’, ‘entry’) should always belong to a particular project, having specific users, permissions and records assignment. From this standpoint, a project can be considered as an ordered assembly of issues governed by a consistent set of business rules.

A project can be temporarily suspended by changing its status to inactive. This function is useful when a new project is created and you do not want users to work with it until all settings are completed. Also, unlike deletion, which permanently erases a project from your BUGtrack database, deactivation preserves it while preventing any bug handling activities in it.

Path

Admin tab – Management area – Projects link

Procedure

On the Projects page, projects are arranged in groups. Ungrouped projects are listed above the grouped ones.

Project maintenance falls into three categories:

• General settings: title, project group, active/inactive status, default record entry field values and their visibility;

• Users: users and their roles in the project;

• Available bug attributes: areas, versions, priorities, types, categories, and phases (details of bug attributes are explained in the respective sections of this documentation).

To create a new project:

• Click the Add Project button (clicking the link in a grouped projects area will make the system set that group as default for the project).

• On the displayed page, type project title in the Name field. Specify project’s group assignment, active/inactive status, field defaults and their visibility. Specify if the Estimate and Due Date boxes should be displayed for a record when a record is submitted. Then click the Save button to save the new project definition and pass to the project users or click Cancel to close the form without saving.

• On the project users page, select check boxes next to names of the users to whom you want to assign a specific role in the project, and click the Add Users button. In the form that will be opened, choose the necessary role from the list and click Save (choose ‘None’ to exclude a user from the project completely). To add more users to the project, click the Add users button again. You can repeat this operation several times to assign various roles to different groups of users. When finished, click Back to go to the list of projects.

To edit an existing project definition:

• In the projects list, click the Edit icon next to the name of the project you would like to edit.

• Make all necessary changes on the project details page and click the Save button to save your changes or click Cancel to close the form without saving your changes.

• To change a group for multiple projects:

• Select check boxes next to the necessary projects and click the Change Group button at the top of the projects list.

• From the picklist on the displayed page, select a group to which selected projects should be moved (select ‘None’ if projects should not belong to any specific group) and click Save.

To delete a project:

• In the projects list, click the Delete icon next to the name of the project you would like to delete.

• On the displayed page, click the Delete button and confirm deletion in the dialog box that will be opened.

Attention: if a project is deleted, all its records (bugs) are deleted as well. Before deleting a project, consider deactivating it or moving its records to another projects. To deactivate a project, change its Active field value to ‘No’ in the edit mode.

To maintain project users (add/remove users, redefine user roles):

• Click the Users icon next to the title of the project for which you would like to maintain users.

• On the Project Users page, select check boxes next to the names of users whose role you want to redefine and click Edit Role. On the page that will be opened, choose a new role from the list and click Save (choose ‘None’ to restrict user’s access to the project).

• To exclude users from the project, select check boxes next to their names, click the Remove button and confirm removal in the dialog box that will be opened.

• To assign a role to new users, click the Add Users button, then select check boxes next to the necessary user names and click Add Users once again. In the form that will be opened, choose the necessary role from the list and click Save.

• When finished, click the Back button to go back to the list of projects.

To maintain project areas, click the Areas icon next to the title of the project for which you would like to maintain areas. On the Project Areas page, you maintain areas in a multi-level tree-structure:

• To add a first-level area, click the Add Area button at the top of the areas list, type the area name in the Name field and click the Save button to save the new area or the Cancel button to discard the operation.

• To add a sub-level area under an existing area, click the New icon in the areas hierarchy list, next to the area title to which you would like to add the child area, type the area name in the Name field and click the Save button to save the new area or the Cancel button to discard the operation.

• To change the area title at any level, click the Edit icon next to the area name in the list, change the text in the Name field and click the Save button to save the area title or the Cancel button to discard current changes.

• To delete an area at any level, click the Delete icon next to the area title in the list, choose the area to which you would like to transfer all the records belonging to the area that should be deleted, click the Delete button and confirm deletion in the dialog box that will be opened.

To maintain project-specific versions, click the Versions icon next to the necessary project. On the Project Versions page:

• To create a new version, click the Add Version button above the versions list, enter the new version’s title in the Name field, choose whether this version is Assignable (if ‘No’ is selected, new records cannot be assigned this version), and specify the deadline date for the version, if applicable. Click the Save button to save the new version or the Cancel button to close the form without saving.

• To edit a version, click the Edit icon next to the nexessary project version in the list. In the version details form, edit the title, the Assignable status, and the deadline as required. Click the Save button to save your changes or the Cancel button to discard changes and close the form.

• To delete a version, click the Delete icon next to the version to be deleted, select the version to which all bugs belonging to the deleted version should be transferred, click the Delete button and confirm deletion in the diaplog box that will be opened.

Note: BUGtrack supports both global and project-specific versions. This means that Fix for field values include versions that are defined at the project level as well as at the system (global) level.

To maintain project record priorities:

• Click the Priorities icon next to the necessary project.

• On the Project Priorities page, select the priorities you would like to make available for the project.

• Click the Save button to save your selection or the Cancel button to discard current changes.

To maintain project record types:

• Click the Types icon next to the necessary project.

• On the Project Types page, select the bug types that you would like to make available for the project records (bugs).

• Click the Save button to save your changes or the Cancel button to discard them.

To maintain project record categories:

• Click the Categories icon next to the necessary project.

• In the Project Categories form, select the categories to be used in the project for each of available bug types.

• Click the Save button to save a new selection or the Cancel button to discard current changes.

To maintain project phases:

• Click the Phases icon next to the necessary project.

• On the Project Phases page, select phases belonging to each record type.

• Click the Save button to save your selection or the Cancel button to discard current changes.

Next: Project Groups