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Setting Tracking Levels

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This feature is available in Enterprise and Ultimate editions.

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Overview

After Effort Tracking is enabled, you can then define the levels of story and defect details you want to track. By default, stories are tracked at the task/test level only and defects are tracked at the defect level only. If you want to change these levels, follow these steps:

  1. Select Admin > Configuration > System.

  2. Make sure that Effort Tracking (1) is enabled, and then select a tracking level for Story and/or Defect in the Tracking Level section.

    • stories at the story level only, task/test level only, or both

    • defects at the defect level only, at the task/test level only, or both.

  3. Click Save.

ConfigurationEffortTrackingDefine.png

Note that TestSets can only be tracked at the work item level and cannot be configured.

Important Notes about Tracking Levels

Tracking level settings affects the editability of Detail Estimate, Effort (Done), and ToDo, as shown below.

 

Workitem Tracking Level

Task/Test Tracking Level

Workitem AND Task/Test Tracking Level
(Note Recommended. See Warning Below)

Story/Defect

Editable

Not editable

Editable

Task/Test

Not editable

Editable

Editable

Implications of Tracking at Both the Workitem AND Task/Test Tracking Levels

 

Tracking at both the Workitem and Task/Test level is not a recommended setting for most organizations. While potentially helpful in some very specific environments, it does require that *all* users understand the following:

  • tracking is not uniform across the organization

  • the level at which their specific group should be tracking

  • the customization of tracking grid views required to support their group's process

 

For example: Users will need to show both entry field columns and total columns to get a proper rollup at the workitem level (e.g. show both To Do and Total To Do, Detail Estimate and Total Detail Estimate) for a clear picture of where the numbers exist and should be entered.

 

Systems with a concentrated number of heavy users with very distinct tracking needs may have success with this setting. However, in larger organizations with many casual users, the potential confusion that comes along with this setting often outweighs any benefits.