Traceability Browser
The Traceability Browser offers end-to-end traceability down to the source code, needed to meet compliance with regulatory standards. The Traceability Browser is a table that correlates Trackers and Tracker types in a desired order. It visualizes the dependencies between items with neighboring Trackers. Find the Traceability Browser in any Tracker from the "more" menu. Or select the Traceability Browser from the Tools menu as an initial Tracker. Set dependency links for associations, references, and current item statuses. In an initial Tracker, a custom Tracker view can be applied to filter for relevant item dependencies.
Selected Trackers in the result table can be saved as permanent links, reloaded, and shared with other Project users. With administrator rights, store and delete configuration presets. Export to Excel for management and store for audit and regulatory purposes.
Select Trackers and Tracker Types
The Traceability Browser is a table that organizes Trackers and Tracker types in a desired order. It visualizes the dependencies between items with neighboring Trackers. Set downstream and/or upstream associations and references.
With initial Trackers, you can:
• Add only specific Trackers from the current Project
• Define filters, set AND/OR logic between filters, and predefine ordering by causes (not possible when ancestor/descendant)
• Set visibility settings:
◦ Show ancestor
◦ Show descendant
• Add fields to the traceability view
After setting trackers and tracker types in all levels, select Show dependencies to see table results. The first column belongs to selected initial Tracker(s); other columns represent other levels.
Share Link and Save Preset
Create a permanent link of your table results by clicking 
at the top right of the page. The page reloads with previous results and an updated URL. Copy and share the URL with other users, groups, or email addresses.
at the top right of the page. The page reloads with previous results and an updated URL. Copy and share the URL with other users, groups, or email addresses.Project administrators can store Traceability Browser configuration presets at the Project level. Click Save current settings on the action bar.
Name your preset with a unique name.
Load Preset
To load a preset in the Traceability Browser, click Load/manage presets.
Delete Preset
To delete a preset in the Traceability Browser, click Load/manage presets and view a list of previously stored presets. As a Project administrator, click Delete Preset to remove a stored preset.
Export Traceability Browser
To export a Traceability Browser table into MS Office, click Export to Office located above and under the table.
• MS Excel: Export the result table into Excel (.xlsx format). Uncheck Merge interconnected cells to speed up the export of larger excel files.
• MS Word: Export the result into Word (.docx format) and build a tree in the document containing traceability Tracker items with detailed information. Use a template and configure which data of the Tracker item to display.
Export to PDF is available in MS Word export option.
Item Traceability
Find the Traceability tab in every page of an item by double clicking the item. Under the Traceability tab, three levels of downstream and upstream traceability loads by default. Reload the page with other options:
• Whether to show associations (not just references), default true
• Show number of levels up to 10
• Whether to show item descriptions, default false
• Whether to show SCM commits as items, default false
• Do not show redundant items (just like in the Traceability Browser), default value is configurable in general.xml (see below)