Create a Tracker
Adding trackers into projects can be manual or can use other trackers as templates. Often the same or similar trackers are used in different projects. Template-based tracker creation allows easy creation of new trackers while reducing or eliminating manual tracker customizations.
Tracker creation by template copies all settings from the original tracker: permissions, layout, default values, approval and notifications settings. When the new tracker has been created, you can use copy/paste to copy tasks, bugs or requirements from the original tacker.
To add a new tracker:
1. Click on the Trackers tab.
2. Click on New Tracker.
When a new tracker is created, it can:
• Link to a template to create a live connection to the template's tracker parameters.
• Copy from a template, receiving only once the configuration from the template tracker.
The difference between copied and linked new trackers is:
• The copied tracker gets all the settings of the template tracker as they exist during creation. However the two trackers will subsequently become completely independent and changes in the original tracker will not affect the new tracker.
• The linked tracker is linked to the original-template tracker. This link causes all changes in the original-template tracker to be reflected in the linked-new tracker. It will always use the same settings as the original template.
To link to a template tracker simply select a tracker from the pull-down menu beside the Template Tracker menu item, in the New Tracker Add dialog. To select a non-linked copy of a template tracker, do not select the checkbox that has the text: Inherit template configuration. If the tracker is copied, not linked, then the template setting on the newly created tracker will be None, as shown under the General tab. To create a tracker with no template, and no copy, select None for the template tracker field in the Add New Tracker dialog box.
Tracker customization allows configuration differences for specific Trackers to locally supersede the template's default configuration, a local delta for the tracker configuration. For example, Tracker CS-1000 Bugs could use Tracker CS-100 Bugs as a template, and inherit all its characteristics, except that the OP-SYS field in one would be replaced by 'Platform' in the other.
Inheritance and local deltas are available for the following tracker customization settings:
• Permissions.
• Fields.
• Escalation.
• Notifications.
• Service Desk.