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 have been 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 before the grouped ones.
Project maintenance falls into three categories:
- General settings: title, project group, active/inactive status, default record entry fields 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 link (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 the project’s title in the Name text-entry field and press the Submit button to save the new project header and pass to the next step or the Reset button to clear the field.
- On the project details page, specify its group assignment, active/inactive status, field defaults and their visibility. Specify if the Time Estimate and Due Date boxes should be displayed for a record when a record is submitted. Then press the Submit button to save the new project definition and pass to the project users or press the Reset button to restore default field values.
- On the project users page select project roles from picklists to assign project-specific roles to your BUGtrack users (choose ‘None’ to exclude a user from the project completely) and press a Submit button to complete the process and pass to the projects list or any of the Reset buttons to restore default field values.
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 press the Submit button to save your changes or the Reset button to discard changes.
To delete a project:
- In the projects list, click the Delete icon next to the name of the project you would like to delete.
- In the displayed window, press the Submit button to confirm deletion.
Attention: if a project is deleted, all its records (bugs) are deleted, too. Before deleting a project, consider deactivating it or moving its records to other projects. To deactivate a project, change its Active field 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, change the role assignments for the project users (select ‘None’ to restrict user access to a project) and press the Submit button to save your changes or the Reset buttons to discard changes.
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 link below the areas list, type the area name in the Name text-entry field and press the Submit button to save the new area or the Reset button to clear the field.
- 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 sub-area, type the area name in the Name text-entry field and press the Submit button to save the new area or the Reset button to clear the field.
- 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 press the Submit button to save the area title or the Reset button to undo the 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 to be deleted and press the Submit button to confirm deletion.
To maintain project-specific versions, click the Versions icon next to an appropriate project. On the Project Versions page:
- To create a new version, click the Add Version link below 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. Press the Submit button to save the new version or the Reset button to clear the form.
- To edit a version, click the Edit icon in the respective line of the project versions list. In the versions details page, edit the title, the Assignable status, and the deadline as required. Press the Submit button to save your changes or the Reset button to discard them.
- To delete a version, click the Delete icon opposite to the version title to be deleted, select the version which all bugs belonging to the deleted role should be transferred to, and press the Submit button to confirm deletion.
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 issue priorities:
- Click the Priorities icon next to a corresponding project.
- On the Project Priorities page, mark the priorities you would like to make available for the project.
- Press the Submit button to save your selection or the Reset button to discard current changes.
To maintain project issue types:
- Click the Types icon next to a corresponding project.
- On the Project Types page, mark the issue types that you would like to make available for the project’s records (bugs).
- Press the Submit button to save your changes or the Reset button to discard them.
To maintain project issue categories:
- Click the Categories icon next to a corresponding project.
- In the Project Categories form, select the categories to be used in the project for each of the available issue types.
- Press the Submit button to save a new selection or the Reset button to discard current changes.
To maintain project phases:
- Click the Phases icon next to a corresponding project.
- On the Project Phases page select phases belonging to each Type.
- Press the Submit button to save your selection or the Reset button to discard current changes.
Next: User Groups