User's Guide - The Marionette Group Inc.
Contents
1. 34 Searching Tickets iii 35 Rubicon Tracker User s Guide 29 This page intentionally left blank 30 Rubicon Tracker User s Guide 4 1 4 Searching and Listing Tickets Listing Tickets Rubicon Tracker allows you to automatically list all tickets in the current project or only the ones that are created by or assigned to you To list all tickets in the current project In the Tracker Menu Figure 2 2 click on the View A11 option You will see a complete Ticket List sorted by ticket number Figure 4 1 Previous Next T 3 Status Pri Entered By Date Entered Assigned To Brief Description Category Version NPROGRESS3 GBR Sep 27 1999 16 03 GBR Hide the location text New Features Beta 6 10 DUPLICATE 5 GBR Oct 04 1999 14 45 GBR Specific Search Reports Reports Beta 6 10 CLOSED 5 GBR Oct 04 1999 14 48 GBR Built in Start Page User Interface Beta 6 99 10 CLOSED 5 GBR Oct 04 1999 14 48 GBR Complete theme support User Interface Beta 6 99 17 NPROGRESS4 GBR Oct 04 1999 14 49 GBR Security Access User Interface Beta 6 10 CLOSED 5 GBR Oct 04 1999 14 51 GBR Make certain columns nOn User Interface Beta 6 99 10 wrapable DEFERRED 2 GBR Oct 04 1999 15 05 GBR sel cenie Reports Beta 6 10 DEFERRED 3 GBR Oct 04 1999 15 13 Add graph reports Reports Beta 6 10 ASSIGNED 3 GBR Oct 04 1999 15 15 GBR FAQ creation New Features Beta 6 10 CLOSED 4 GBR Oct 04 1999 15 16 GBR Add guest access New Features Beta 7 2 4 CLOSED 5 GBR Oct 04 192. 55 60 62 64 67 Saving itt rer o etg 53 simple cce reet 51 viewing EE 11 Rubicon Tracker User s Guide 71 Reports List 51 52 S Search Tickets window 35 Select a Project window 9 10 12 STATUS AN 25 27 32 35 T Task Linda 9 testing status 25 42 textstrirnig im 36 theme changing 11 14 ticket definition 19 Ticket Detail View 39 40 ticket details 11 39 ticket history ssesesesss 46 Ticket History window 46 Ticket Inventonm 27 Ticket Uert 31 fields tci n mde 32 PINUNO GE 34 SOMING cere REOR 33 viewing ssssseees 11 31 32 Ticket Modification window 41 44 ticket number 11 31 32 33 40 Ticket Status window 22 23 tickets lee ale DEET 24 creating essenin 11 19 20 SUN Gaiaa nia isis 11 31 modifying 22 41 43 45 processing eeseeeeeee 25 searching 11 24 35 36 Tracker Men 9 11 U VEI 7 uset NAM NEE 8 V Version cesses 22 32 W web site address 8 72 Rubicon Tracker User s Guide workaround X Y Z 21 22 36 39 Notes Notes Notes Notes
3. 29 44 Listing Tickets ii benedi pae odd ce s 31 4 22 Sorting Ticket Lists 2 cedit diceres epi ede EE 33 43 Printing Ticket Lists cci cte been EES 34 4 4 Searching Tickets ncnia tedio tree Eder Eee cor ec ds 35 5 Working with TICKefEs iiisueedeisinx picem nans sna ds brut iboni ex minat 37 5 1 Viewing Ticket Details ueesseseseeeeeeseeeeeee eene 39 5 2 Modifying TICKETS erri beers tetro ie 41 5 3 Viewing Ticket HiStOEy uiis icri innerst Lr e eL nv dansere 46 6 Creating Reports score aad damiani 49 6 1 Creating a Simple Heport cnn noncc cnn rc 51 5 2 Query Builder EE 53 6 3 Creating a Custom Report cocononccccnnnnocccccnnnoncccnnnnnonccn nana n cc cnn rra 55 6 4 Querying with Keywords oocononccccnnnnoccccnonnoccccnnnnannc cn nana ncccn nan nemen 69 This page intentionally left blank 1 1 1 1 2 Introduction What is Rubicon Tracker 3 About this Manual 4 Rubicon Tracker User s Guide 1 This page intentionally left blank 2 Rubicon Tracker User s Guide 1 Introduction Welcome to Rubicon Tracker 2 0 This manual tells you how you can keep track of project tasks with this easy to use software 1 1 What is Rubicon Tracker A powerful and versatile project management tool Rubicon Tracker allows you to track project tasks through your web browser In Rubicon Tracker you record informat
4. 32 41 44 B brief description 21 32 36 Browser Title Bar 9 C category eese 22 32 35 Change Project page 9 closed status ssss 25 ele NEE 11 14 confidential oooonnnnncnccononnnonon 26 Create a New Ticket window 20 D deferred status 25 difficulty 2 32 s 25 26 duplicate status 25 E e mail notification 24 45 F G H in progress status 25 42 J K L logltTute cate cei ite 8 9 15 logout oer 9 11 15 long description 21 36 39 M N Next link A 32 O open status sessssss 25 P E A 8 9 13 CHANGING AE pes 11 13 Previous Imk nne 32 PMI enre n s 34 59 POTY i ann 25 26 32 private tickets mrrrrrrrnrrnnvrrrrrrrnnr 26 project A inaia 7 8 10 changing ueni coins 11 12 selecting 9 10 11 27 Project Information Line 9 Project Manager 7 10 12 25 26 53 Q queries ele le EE 58 keyWOFIdS i ett eee 70 A S 59 SAVING siria 53 58 59 Query Builder 53 55 58 R reports Creating sessen 51 55 59 CUSTOM c i rate ieu Dee 53 55 printing 11 34 51 52 59 sample
5. gt RUBICON T R A C K E R Version 2 0 User s Guide majentis Information in this document is subject to change without notice Companies names and data used in examples herein are fictitious unless otherwise noted No part of this document may be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without the express written permission of Majentis Technologies Inc O 2002 Majentis Technologies Inc All rights reserved Table of Contents UI d P 1 1 1 What is Rubicon Track eene nnns 3 1 2 About this Marital o tt He ertet bte Pete ne nece 4 2 Getting Started with Rubicon Tracker 5 2 1 Rubicon Tracker Basics A 7 2 2 Before Using Rubicon Tracker seen 8 2 3 Logging into Rubicon Tracker aisits iirin piies ansietat erandi i iaden rancios 8 2 4 Selecting a Project assise ases dete AA AEA a iia iA 10 2 5 Tracker Meri iicet he das ee 11 SP Changing Projects ss ci eter iade EENS 12 2 7 Changing Your Password sss enne enne 13 2 8 Ghanging T hiemes cene ed red OR FLOR IRR EGRE 14 2 9 Logging out of Rubicon Tracker eene 15 3 Creating Tickets eise rea ha eia ii 17 Sil Watts a TICKet io eei dece dd 19 3 2 Creating a Tk ets EEE 20 3 9 After Adding a Ticket EE 24 REM Ue MI Bm 27 4 Searching and Listing Tickets
6. Therefore be as descriptive as possible here In the Enter a Workaround field type in any information that may help the user to avoid or solve the problem being tracked For example Sally may enter the following workaround to the software bug When Sally accesses the Income and Losses Report from the Data Input screen no delay is noticed Rubicon Tracker User s Guide 21 3 Creating Tickets Your entry can be a maximum of 4000 characters Any user can modify this field at any time For information about modifying tickets see the Modifying Tickets section in Chapter 5 Step 4 is optional Not all tracking items require a workaround 2 For tracking items that do not require a workaround you can enter any information about the ticket in this field Note If you type an ampersand amp in any of the ticket fields 7 Rubicon Tracker will replace it with the word and when you update your screen Note 5 Inthe Category drop down list select the appropriate project category that the tracking item belongs to The Project Manager creates the categories in this drop down list 6 Inthe version drop down list select the project version that the tracking item belongs to The Project Manager creates the version numbers in this drop down list T Click onthe Send This Information button When you add a ticket to the tracking system you will see a blank Create a New Ticket window Figure 3 1
7. You have just requested for the query results to be sorted firstly by another column and secondly by date entered in descending order 5 Go to the Column 4 window e Inthe Ticket Item drop down list select Entered By e Click on the Display option You have just created a fourth column that displays the user who added the ticket to the system 6 Goto the Column 5 window e Inthe Ticket Item drop down list select Status e Inthe Comparison drop down list select equal to e Inthe Value field type in open e Inthe Continue Query drop down list select or You have just entered data that will allow the Query Builder to retrieve only those tickets with an OPEN status or another set of criteria e Click on the Display option Column 5 will appear in the report because you selected the Display option e In Sort Order drop down list 1 select 1 You have just requested for the query results to be sorted firstly by ticket status in ascending order 7 Go to the Column 6 window e Inthe Ticket Item drop down list select Status 68 Rubicon Tracker User s Guide 6 Creating Reports e Inthe Comparison drop down list select equal to e Inthe Value field type in assigned e Inthe Continue Query drop down list select or You have just entered data that will allow the Query Builder to retrieve tickets with an OPEN status an ASSIGNED status or another set of criteria Do not click on the Disp
8. 3 Goto the Column 2 window e Inthe Ticket Item drop down list select Brief Description e Click on the Display option You have just created a second column that displays the ticket s Brief Description 4 Goto the Column 3 window e Inthe Ticket Item drop down list select Date Entered e Clickon the Display option You have just created a third column that displays the date the ticket was entered 5 Goto the Column 4 window Rubicon Tracker User s Guide 6 Creating Reports e Inthe Ticket Item drop down list select Status e Inthe Comparison drop down list select equal to e Inthe Value field type in open e Inthe Continue Query drop down list select and Build Report Column 4 value continue query open ana Sort Order No Sort J d equal to y bere Ascending You have just entered data that will allow the Query Builder to retrieve tickets with both an OPEN status and another set of criteria Do not select the Display option here because you do not want this column to appear in the report 6 Goto the Column 5 window e Inthe Ticket Item drop down list select Entered By e Inthe Comparison drop down list select equal to e Inthe Value field type in your user name You have just entered data that will allow the Query Builder to retrieve tickets that are both OPEN and entered by you Do not select the Display option here because you d
9. 43 4 ASSIGNED GBR Task work started now Sep 10 2001 12 49 a IN PROGRESS GBR Task work Ended now Sep 10 2001 12 49 4 TESTING GBR Task Work Around changed Previous Sep 17 2001 12 36 4 TESTING GBR Task Status changed to CLOSED Sep 17 2001 12 37 M CLOSED GBR Task Version Changed to Beta 7 2 4 Current Information Project admins can now remove users from the project Removing users from tracker is not yet done Figure 5 4 Rubicon Tracker User s Guide 5 Working with Tickets Each entry in the Ticket History window shows e The date and time the ticket was modified e The ticket s status at the time it was modified e Adescription of the modification and e The user who modified the ticket The last entry will also show the most current information in the tickets Workaround field Rubicon Tracker will allow any user to view a ticket s history Rubicon Tracker User s Guide 47 This page intentionally left blank 48 Rubicon Tracker User s Guide 6 Creating Reports 6 1 Creating a Simple Report 6 2 Query Builder 6 3 Creating a Custom Report 6 4 Querying with Keywords Rubicon Tracker User s Guide 49 This page intentionally left blank 50 Rubicon Tracker User s Guide 6 Creating Reports 6 1 Creating a Simple Report You can automatically create a simple report by selecting one of Rubicon Tracker s pre designed report layouts Each layout is designed to meet the
10. Rubicon Tracker User s Guide 2 3 Creating Tickets Inthe Enter a Brief Description field type in clear and concise description of the item you are tracking For example a computer programmer discovers a bug in an accounting program that her software development team is creating when the user of the program selects the option to create an Income and Losses Report the program stops operating for several minutes before displaying the report Sally adds the software bug as a ticket in Rubicon Tracker to inform her team of the problem Sally can briefly describe the bug as Delay in displaying Income and Losses Report Your entry can be a maximum of 80 characters Once you have created the ticket only the Project Manager s can modify this field Therefore be as clear and concise as possible here In the Enter a Long Description field type in any information that allows a user to trace and duplicate the problem you are tracking For example Sally can describe the details of the software bug in the following way When user Sally selects Income and Losses Report from the Reports menu she sees a 2 minute delay before the report is actually displayed Other users do not see this problem To recreate the problem login as Sally go to the Reports menu and select Income and Losses Report Your entry can be a maximum of 4000 characters Once you have created the ticket only the Project Manager s can modify this field
11. Value field type in open Build Report Colum E Stat It rane continue query yy Sort Order No Sort atus Ae ual to cf z kee E Display Ascending J 56 Rubicon Tracker User s Guide 6 Creating Reports You have just entered data that will allow the Query Builder to retrieve tickets with an OPEN status Do not select the Display option here because you do not want this column to appear in the report Scroll to the bottom of the page and click on the Submit Query button Rubicon Tracker will now search the database and perform the query If your query was invalid or did not return data Rubicon Tracker will notify you in a status bar If you submitted a valid query you will see a Query Results window containing the same column headings as in Figure 6 3 Rubicon Tracker User s Guide 57 6 Creating Reports Show Built Query and Results Generated SQL statement select distinct t0 t_number t0 t brief t0 t_add t t name t t name from TP task t0 where t t name JLADMIN Id Brief Description Date Entered Entered By TP 22 Income and Losses Report printing error Dec 13 2001 22 17 JLADMIN TP 23 Accounts list interface change Dec 13 2001 22 20 JLADMIN TP 24 Customer List menu error 1 Dec 13 2001 22 21 JLADMIN Save this Query for future use Enter this Queries Description Save Query Queries cannot be printed unless thay are saved Figure 6 3 d If you need
12. that contains the following Criteria All OPEN or ASSIGNED or IN PROGRESS tickets Sort Order First by ticket status then by the date the tickets were added to the tracking system in descending order Column 1 Ticket number Column 2 Brief Description of the ticket Column 3 Date that the ticket was added Column 4 Who entered the ticket Column 5 Ticket Status Toenter the query 1 2 In the Tracker Menu Figure 2 2 click onthe Build Query option You will see the Query Builder Figure 6 2 Go to the Column 1 window e Inthe Ticket Item drop down list select Ticket Number e Click on the Display option You have just created a column that displays the ticket number Go to the Column 2 window e Inthe Ticket Item drop down list select Brief Description e Click onthe Display option You have just created a second column that displays the ticket s Brief Description Go to the Column 3 window e Inthe Ticket Item drop down list select Date Entered Rubicon Tracker User s Guide 67 6 Creating Reports e Click on the Display option You have just created a third column that displays the date the ticket was entered e In Sort Order drop down list 1 select 2 e In Sort Order drop down list 2 select descending Build Report Column 3 value continue query E Sort order 2 J Date Entered none Bl r T none Dispi Ascending
13. the Change User Password window Figure 2 4 Change User Password Enter your old password Enter your new password Reenter your new password Change Password Figure 2 4 2 Inthe Enter your old password field type your old password Remember that your password is case sensitive This means that the software will only recognize your password if you type it in the correct case 3 Inthe Enter your new password field type a new password 4 Inthe Re enter your new password field type your new password again This verifies the word that you typed in the previous field 5 Click on the Change password button You will see a window confirming that you have changed your password The next time you login use your new password If you did not enter the same password in Steps 3 and 4 you will see a window saying that your new passwords do not match To correct your entry repeat Steps 1 to 5 Rubicon Tracker User s Guide 13 2 Getting Started with Rubicon Tracker 2 8 Changing Themes You can change the look of Rubicon Tracker by selecting a different theme Each theme offers a different combination of background and text colours To change a theme 1 In the Tracker Menu Figure 2 2 click on the Change Theme option You will see several windows with different colour combinations of background and text Scroll down the page to see all the available themes 2 Clickonthe Select Theme option above th
14. the ticket The difficulty scale ranges from 1 to 5 with 5 being the highest difficulty Only the Project Manager and the person assigned to do the work can determine ticket difficulty or change it at any time Private Tickets The Project Manager can mark some tickets as private Private tickets are tickets that contain confidential information You cannot list view or modify a private ticket unless you are the person who entered the ticket or you are assigned to the ticket 26 Rubicon Tracker User s Guide 3 Creating Tickets 3 4 Ticket Inventory Whenever you select a project your screen will show a Ticket Inventory under the Project Information Line Figure 3 4 The Ticket Inventory shows the total number of tickets in the current project and shows the number of tickets grouped by status Rubicon Tracker Version 2 0 Release Candidate 1 0 0 Sally Carter Main Project Menu Sally Carter RUBIGON re ac KER Current Project Rubicon Tracker 2 0 Tickets 134 Open 0 Assigned 1 In Progress 2 Testing 3 Closed 96 Deferred 24 Duplicate 8 Ticket Inventory Project Information Line Figure 3 4 Rubicon Tracker User s Guide 27 This page intentionally left blank 28 Rubicon Tracker User s Guide 4 Searching and Listing 4 1 4 2 4 3 4 4 Tickets Listing Tickets irai nuns 31 Sorting Ticket Lists 33 Printing Ticket Lists
15. 99 15 30 GBR Tare Reports buttonte User Interface Beta 6 99 1 DEFERRED 5 GBRANDT Oct05 1999 09 44 tn return to another NewFeatures Beta 6 99 10 CLOSED 5 GBR Oct 06 1999 20 09 GBR Negative numbers in quick User Interface Beta 6 99 13 entry field causes crash CLOSED 4 GBRANDT Nov291989914 48 GBR No extended search criteria New Features Beta 7 2 4 CLOSED 5 GBRANDT No0v298199914 50 GBR missed spaces User Interface Beta 6 99 11 DEFERRED 3 GBRANDT Nov 291999 14 53 GBR Remove projects Misc Functionality Beta 6 99 10 CLOSED 5 GBRANDT Nov29199914 57 GBR User disappeared Project Admin Beta 6 99 3 DEFERRED 3 GBR Dec 17 1999 13 24 Add a new group OF USEIS New Features Beta 6 99 4 called managers CLOSED 5 GBR Dec 30 1999 18 22 GBR crashes wenna User Interface Beta 6 99 16 description is entered CLOSED 5 GBR Jan 01 2000 01 28 Y2K works Misc Functionality Beta 6 99 4 Figure 4 1 Rubicon Tracker User s Guide 31 4 Searching and Listing Tickets 32 A Ticket List shows the following fields from left to right e Id The ticket number e Status The ticket status e Pri The ticket priority e Entered By The user who created the ticket e Date Entered The date the ticket was created e Assigned To The user assigned to the ticket e Brief Description The Brief Description field of the ticket e Category The project category that the ticket belongs to e Version The project version that the ticket belongs to Rubicon Tracker can show
16. Above it you will see a Ticket Status window Figure 3 2 22 Rubicon Tracker User s Guide 3 Creating Tickets Status Ticket TP 16 Added Ticket Number a one to three letter Ticket Status shows the abbreviation for the current project action you just performed on followed by a number indicating the the ticket sequence in which the ticket was added Figure 3 2 If you did not successfully add your ticket to the tracking system you will see an error message To correct the error click on the Back button of your Web Browser correct any fields in the ticket and re send the ticket information The Ticket Status window may not appear immediately after you submit your ticket Your web browser may be accessing the window at a slow rate because the network link between you and the Rubicon Tracker server is slow Do not re submit a ticket unless you get an error message Otherwise you may duplicate a ticket After adding a ticket DO NOT click on the refresh button in your web browser Otherwise you will re submit your entry and duplicate the ticket Rubicon Tracker User s Guide 23 3 Creating Tickets 3 3 After Adding a Ticket E mail Notification Once you have added a ticket in Rubicon Tracker you will immediately receive e mail confirming that the Rubicon Tracker system received your ticket Figure 3 3 From tracker rubicon net To gwerty rubicon net Subject TP 23 Ticket Added Date 11
17. Build Report Column 3 Date Entered value continue query none z none Bl 5 Goto the Column 4 window e Inthe Ticket Item drop down list select Entered By e Click on the Display option You have just created a fourth column that displays the user who added the ticket to the system 6 Goto the Column 5 window e Inthe Ticket Item drop down list select Status e Inthe Comparison drop down list select equal to e Inthe Value field type in open You have just entered data that will allow the Query Builder to retrieve tickets with an OPEN status Do not select the Display option here because you do not want this column to appear in the report T Scroll to the bottom of the page and click on the Submit Query button Rubicon Tracker User s Guide 61 6 Creating Reports 62 Sample Report 3 Querying with complex criteria the AND comparison Create a report that contains the following Column 1 Ticket number Column 2 Brief Description of the ticket Column 3 Date that the ticket was added Criteria All OPEN tickets entered by you Sort Order None gt To enter the query 1 In the Tracker Menu Figure 2 2 click on the Build Query option You will see the Query Builder Figure 6 2 2 Goto the Column 1 window e Inthe Ticket Item drop down list select Ticket Number e Clickon the Display option You have just created a column that displays the ticket number
18. Dec 2001 11 32 31 0600 This is an automatic email message to acknowledge that your ticket has been received This acknowledgement does NOT confirm the ticket has been processed You will be notified when the ticket is being processed If you should have need to correspond with us regarding this ticket please include the tracking number TP 23 in the subject The easiest way to do this is to go back to the Web Page and modify the ticket there Alternatively you can simply to reply to this message Tracker ID TP 23 Project Test Project Brief Description Cannot add a new ticket Category Other Features Version SES Figure 3 3 If you have just submitted a ticket and you do not receive e mail confirming your ticket entry then do a ticket search to see if you added the ticket to the system For information about searching tickets see the Searching Tickets section in Chapter 4 If you did not add it to the system re submit your ticket 24 Rubicon Tracker User s Guide Ticket Processing 3 Creating Tickets After your ticket is added to the Rubicon Tracker system the Project Manager will process the ticket by giving a status a priority and a difficulty to the ticket A ticket s status can be one of the following Status Definition 5 OPEN The ticket has been added to the system but the Project Manager has not assigned a person to do work to resolve the ticket item 5 ASSIGN
19. ED The Project Manager has assigned a person to do work to resolve the ticket item MIN PROGRESS The person assigned to the ticket has started work on the ticket item Only the Project Manager or the assigned person can give this status to the ticket 3 TESTING The person assigned to the ticket has completed work on the ticket item The ticket remains in this status until the Project Manager closes the ticket Before closing the ticket the Project Manager determines whether or not the work should be tested then organizes tests as needed il CLOSED The ticket item has been resolved Only the Project Manager can give this status to the ticket iM DEFERRED The ticket could not be assigned or the ticket item could not be feasibly resolved within the time frame of the project Only the Project Manager can defer a ticket When resources are available the Project Manager can re open the ticket il DUPLICATE The ticket has been entered twice in the system The Project Manager determines whether or not a ticket is a duplicate Rubicon Tracker User s Guide 25 3 Creating Tickets The priority of a ticket is the level of attention that should be given to the ticket The priority scale ranges from 1 to 5 with 5 being the highest priority Only the Project Manager can determine ticket priority or change it at any time The difficulty of a ticket shows how difficult it will be to do the work on
20. N or ASSIGNED tickets not modified in the last hour with Priority 3 to 5 OPEN or ASSIGNED tickets not modified in the last hour with Priority 2 to 5 OPEN or ASSIGNED tickets not modified in the last hour with all Priorities New tickets entered in the last hour OPEN ASSIGNED or IN PROGRESS tickets the Reports List Therefore you may see more reports in the Authorized users can design custom reports and add them to y Reports List than are listed above Note 2 Inthe Reports List click on a report that shows the criteria of your choice You will see a list of tickets with the selected criteria 3 Clickonthe Print as Report option at the bottom of the list This option displays the list as a print ready report 4 Click on the print option in your web browser 52 Rubicon Tracker User s Guide 6 Creating Reports 6 2 Query Builder Note Authorized users and Project Managers can customize the criteria and layout of a ticket report using the Query Builder The Query Builder contains windows where you can input your report criteria Once you submit the criteria Rubicon Tracker will search the ticket database and display the information you requested or queried You can then save your query as a report Not all users can access the Query Builder The Rubicon Tracker Administrator grants access to all Project Managers and only selected users Before using the Query Builder to customize reports check the Rep
21. Tracker Menu Figure 2 2 gt To access the Ticket Detail View from a Ticket List 1 Open a Ticket List Figure 4 1 as described in the Listing Tickets section in Chapter 4 2 Inthe Id column of the list click on the ticket that you want to see You will see the Ticket Detail View window gt To access the Ticket Detail View using the ticket number 1 Inthe Tracker Menu Figure 2 2 click on the Go to Ticket field 2 Type a ticket number Note that the one to three letter abbreviation for the current project is automatically displayed to the left ofthe Go to Ticket field 3 Click on the Go button or press ENTER 40 Rubicon Tracker User s Guide 5 Working with Tickets 5 2 Modifying Tickets All Rubicon Tracker users can modify tickets However only certain users are authorized to modify certain fields in a ticket If you are the person assigned to the ticket you can modify the Difficulty Start Date End Date Estimated End Date Workaround or Category fields If you are not the person assigned to the ticket you can only modify the Workaround field To modify a ticket assigned to you 1 Goto the Ticket Detail View Figure 5 1 of a ticket assigned to you For instructions on how to access the Ticket Detail View see the Viewing Ticket Details section in Chapter 5 2 Click on the Modify button below the Ticket Detail View You will see the following Ticket Modification window Ticket Modi
22. age intentionally left blank 38 Rubicon Tracker User s Guide 5 1 Detail View Ticket 131 5 Working with Tickets Viewing Ticket Details You can see all the current information that has been added to a ticket in a Ticket Detail View Figure 5 1 Brief User who created ticket Description Project Category Ticket Status Project User assigned to ticket Version RT 131 E TESTING 5 GBR Sep 17 2001 21 08 GBR Create New Ticket Error User Interface Beta 7 2 5 Ticket Start Date Sep 18 2001 08 07 Ticket End Date Ticket Estimated End Date Sep 17 2001 2408 Description e Brief description when a new ticket is added to the system Work Around Solutio Use beta 7 34 Ticket Number Ticket Priority Date ticket was created Figure 5 1 There are five fields in a Ticket Detail View that you will not see in a Ticket List Figure 4 1 Ticket Start Date The date that an assigned person started work on the ticket Ticket End Date The date that an assigned person ended work on the ticket Ticket Estimated End Date The date that an assigned person estimates the work will be done Description The Long Description field of the ticket Workaround Solution The Workaround field of the ticket Rubicon Tracker User s Guide 39 5 Working with Tickets You can access the Ticket Detail View from a Ticket List Figure 4 1 or if you know the ticket number you can access it from the
23. basic tracking needs of the typical user You can select the report that suits you and print it from your web browser Tocreate a simple report 1 In the Tracker Menu Figure 2 2 click on the Reports option You will see a Reports List containing nine pre designed reports shown in Figure 6 1 and any custom reports from the selected project Report Selection Menu New Tickets since Yesterday sorted by date entered Ticket Modified Since Yesterday Tickets OPEN or ASSIGNED not modified in the last hour with Priority 5 not incl new tickets Tickets OPEN or ASSIGNED not modified in the last hour with Priority 4 or 5 not incl new tickets Tickets OPEN or ASSIGNED not modified in the last hour with Priority 3 to 5 not incl new tickets Tickets OPEN or ASSIGNED not modified in the last hour with Priority 2 ta 5 not incl new tickets Tickets OPEN or ASSIGNED not modified in the last hour with All Priorities not incl new tickets New Tickets entered last hour AI OPEN ASSIGNED and IN PROGRESS Tickets Figure 6 1 Rubicon Tracker User s Guide 51 6 Creating Reports The Reports List shows nine pre designed ticket reports that meet the following criteria New tickets added since yesterday the previous day Tickets modified since yesterday the previous day OPEN or ASSIGNED tickets not modified in the last hour with Priority 5 OPEN or ASSIGNED tickets not modified in the last hour with Priority 4 or 5 OPE
24. e software report them to your Rubicon Tracker Administrator Tracker allows multiple Project Managers to exist for a single project Rubicon Tracker User s Guide 7 2 Getting Started with Rubicon Tracker 2 2 Before Using Rubicon Tracker Before you can access the software you must get the following information from your Rubicon Tracker Administrator The web site address where you can access the Rubicon Tracker software A user name and password that will let you access your projects in Rubicon Tracker 2 3 Logging into Rubicon Tracker gt To login to the software 1 2 Open your web browser In the address bar of your web browser type Rubicon Tracker s web site address The Rubicon Tracker login page will appear Inthe User Name field type your user name Inthe User Password field type your password Your password is case sensitive This means that the software will only recognize your password if you type it in the correct case For example if your password is upper case ABCD you cannot login if you type in the lower case abcd Click on the Login button E Some browsers will allow you to press lt ENTER gt instead of clicking on the Login button to login to the software Note 8 Rubicon Tracker User s Guide 2 Getting Started with Rubicon Tracker When you login using newer browsers you may see a Remember Password window This window asks if you want your computer to memorize your
25. e theme of your choice 3 Scroll down to the bottom of the page and click on the Select Theme Choice button You will see a window confirming that you have selected a new theme The next page you access from the Tracker Menu Figure 2 2 will show the theme you selected 14 Rubicon Tracker User s Guide 2 Getting Started with Rubicon Tracker 2 9 Logging out of Rubicon Tracker gt To logout of the software In the Tracker Menu Figure 2 2 click on the Logout option You will return to the Rubicon Tracker login page Rubicon Tracker User s Guide 15 This page intentionally left blank 16 Rubicon Tracker User s Guide 3 Creating Tickets 3 1 3 2 3 3 3 4 What is a Ticket ninia 19 Creating a Ticket 20 After Adding a Ticket 24 Ticket Inventory 27 Rubicon Tracker User s Guide 17 This page intentionally left blank 18 Rubicon Tracker User s Guide 3 Creating Tickets 3 1 What is a Ticket A ticket is a summary description of an item you want to track over time The item is typically something that requires action Examples of items that you can add as tickets in Rubicon Tracker are e A task in a To Do list e A bug in a software development project e Arequest for a new feature in a product e A customer complaint in a service industry When you create a ticket in Rub
26. et has been modified every time a modification takes place except when you modify a ticket that you created This helps decrease the number of e mails you receive during the tracking process If you do not receive e mail confirming that you have modified a ticket and you are the person assigned to do the work or you modified a ticket created by another user then do a ticket search to see if your modified ticket was added to the system For information about searching tickets see the Searching Tickets section in Chapter 4 If your modified ticket was not added to the system re submit the modification s Rubicon Tracker User s Guide 45 5 Working with Tickets 5 3 Viewing Ticket History 46 A ticket s history is the progress of the ticket from the time it was added to the tracking system to the current time Every time a user modifies a ticket the modification is stored in the Rubicon Tracker database To view a ticket s history 1 Goto the Ticket Detail View Figure 5 1 as described in the Viewing Ticket Details section in this Chapter 2 Click onthe History button below the Ticket Detail View You will see ticket modifications in the order they occurred in a Ticket History window Figure 5 4 History Of Ticket 47 May 13 2000 21 33 4 OPEN GBR Task Priority Changed to 3 Task Difficulty Changed to 2 Sep 10 2001 11 43 OPEN GBR Task assigned to GBR Sep 10 2001 11
27. fication Ticket 16 Change Ticket Change the expected difficulty of the Difficulty 5 is fi 1 ticket by selecting from the drop down highest box Selecting TODAY in the first column will use the current date or time Change Ticket Start no change 4 r S Date no change Alternatively you can set any date Automatically moves ticket to IN PROGRESS status Selecting TODAY in the first column will use the current date or time Change Ticket End no change 4 Date no change Alternatively vou can set any date Automatically moves ticket to TESTING status Change Ticket Selecting TODAY in the first column Estimated End no change 1l will use the current date or time Date Alternatively you can set any date If you know a workaround to the LE ee problem describe that process here Also includes e This field is also used to hold the information progress and new information as the ticket is processed d Change Ticket UserMama 4 Select a category that the problem is Category User Manual for from the drop down list Top of Page Modify Figure 5 2 Rubicon Tracker User s Guide 41 5 Working with Tickets Note Note 3 Inthe Change Ticket Difficulty drop down list select the difficulty of the ticket between a scale of 1 to 5 5 is the highest In the Change Ticket Start Date drop down list select the date you started work on t
28. he ticket If you do not need to change this field leave the default setting at no change If you are starting the work immediately select TODAY Changing the Start Date automatically moves the ticket to the IN PROGRESS status 5 Inthe Change Ticket End Date drop down list select a date that you ended work on the ticket If you do not need to change this field leave the default setting at no change If you are ending the work immediately select TODAY Changing the End Date automatically moves the ticket to the TESTING status 6 Inthe Change Ticket Estimated End Date drop down list select a date that you estimate your assigned work will be done If you do not need to change this field leave the default setting at no change If you are ending the work immediately select TODAY 42 Rubicon Tracker User s Guide 5 Working with Tickets 7 Inthe Change Ticket Workaround field type any new information about the ticket 8 Inthe Change Ticket Category drop down list select a new ticket category or leave it at the default setting 9 Click on the Modify button You will see a Ticket Status window Figure 3 2 saying that the ticket has been modified Below it you will see a Ticket Detail View Figure 5 1 with the updated information All previous information is stored in Rubicon Tracker s database If you have just submitted a modified ticket and would like to immediately add i
29. icon Tracker you bring together all the information about the item that you want to track Rubicon Tracker users can easily access this information through their web browser The more detail you add to a ticket the easier it is for you and other users to understand and process the ticket Tip Rubicon Tracker User s Guide 19 3 Creating Tickets 3 2 Creating a Ticket Before creating a new ticket check that the ticket does not already exist in the project For information about searching tickets see the Searching Tickets section in Chapter 4 gt To create a ticket 1 In the Tracker Menu Figure 2 2 click on the Create New Ticket option You will see the Create a New Ticket window Figure 3 1 Create a New Ticket Enter Data This is a one line 80 character Enter a Brief description for the problem Please try to pes eine be brief and to the point Enter a Lon This is a detailed description ofthe Peso problem including how to recreate it please If you know a workaround to the problem Enter describe that process here This field is Workaround also used to hold the progress information as the ticketis processed gs category that the problem is for Magn 0 UserInterface User Interface from the dropdown list nm 57 Beta725 4 F Selectthe version thatthe problem is for Version 57 Beta 7 2 5 from the drop down list Top of Page Send this Information Figure 3 1 20
30. icon Tracker Basics 7 Before Using Rubicon Tracker 8 Logging into Rubicon Tracker 8 Selecting a Project 10 Tracker Menu noticiario 11 Changing Projects 12 Changing Your Password 13 Changing Themes 14 Logging out of Rubicon Tracker 15 Rubicon Tracker User s Guide 5 This page intentionally left blank 6 Rubicon Tracker User s Guide 2 Getting Started with Rubicon Tracker 2 1 Rubicon Tracker Basics Note Your ability to access information in Rubicon Tracker is controlled by a Rubicon Tracker Administrator and a Project Manager As a user you should be familiar with their roles The Rubicon Tracker Administrator sets up and maintains the Rubicon Tracker system The Administrator therefore controls your ability to access the software The Administrator s duties include adding and removing software users adding and deleting projects and ensuring that the software is operating correctly The Project Manager manages the tasks required to complete a project The Manager therefore controls your ability to access specific projects and individual tickets If you have problems accessing project or ticket information report them to your Project Manager If you have problems accessing th
31. ion about a project item task or problem in a ticket You and other project members can then track the ticket s progress over time with Rubicon Tracker s ticket managing system This system allows you to Create tickets Update information about tickets Automatically notify others of updates you make to tickets Search ticket information View ticket history Generate reports about tickets Because you use Rubicon Tracker through your web browser you can easily access tickets from your project at any time from any computer Rubicon Tracker User s Guide 3 1 Introduction 1 2 About this Manual Throughout the manual you will see text in different fonts e This font is the normal text in the manual e This font indicates example text that a user may type into Rubicon Tracker e This font indicates text in the Rubicon Tracker interface You will also find icons throughout the manual that pinpoint helpful information about the software The Tip icon indicates hints that will help you use Rubicon Tracker more efficiently Tip The Note icon indicates important information y about the tracking process Note The Caution icon indicates information that will help you avoid common user mistakes The Stop icon indicates an action you must do before proceeding in the manual 4 Rubicon Tracker User s Guide 2 Getting Started with 2 1 2 2 2 3 2 4 2 5 2 6 2 7 2 8 2 9 Rubicon Tracker Rub
32. lay option If you click on it Column 6 will display the same information as in Column 5 8 Goto the Column 7 window e Inthe Ticket Item drop down list select Status e Inthe Comparison drop down list select equal to e Inthe Value field type in in progress You have just entered data that will allow the Query Builder to retrieve tickets with an IN PROGRESS status as well as tickets with an OPEN or ASSIGNED status Do not click on the Display option If you click on it Column 7 will display the same information as in Column 5 9 Scroll to the bottom of the page and click on the Submit Query button 6 4 Querying with Keywords When performing complex queries you can save time by typing special keywords in the Value field of the Query Builder instead of typing in the value itself Keyword Definition name the current user s name today current date yesterday yesterday s date lasthour one hour ago Rubicon Tracker User s Guide 69 6 Creating Reports In Sample Report 3 Step 6 you can type name in the Value field instead of typing in your own user name This allows you to retrieve tickets entered by you as long as you are Tip presently logged in under your user name 70 Rubicon Tracker User s Guide Index A ACCESS M 7 Administrator 7 8 53 assigned status 25 assigned user
33. ndow e Inthe Ticket Item drop down list select Ticket Number e Click onthe Display option Leave all other fields at the default setting Build Report Column 1 s as Eg You have just created a column that displays the ticket number 3 Goto the Column 2 window Rubicon Tracker User s Guide 55 6 Creating Reports e Inthe Ticket Item drop down list select Brief Description e Click on the Display option Build Report Column 2 C Brief Description nons J You have just created a second column that displays the ticket s Brief Description 4 Goto the Column 3 window e Inthe Ticket Item drop down list select Date Entered e Click on the Display option Build Report Column 3 value continue qua E Sort order No Sort J C Een e none 1 none 1 de Besse j You have just created a third column that displays the date the ticket was entered 5 Goto the Column 4 window e Inthe Ticket Item drop down list select Entered By e Click on the Display option Build Report Column 4 value continue que m Sort order No Sort C Entered By 8 none 1j nene dL Pascendino 8 You have just created a third column that displays the user who added the ticket to the system 6 Goto the Column 5 window e Inthe Ticket Item drop down list select Status e Inthe Comparison drop down list select equal to e Inthe
34. nformation to the ticket click on the Modify button on the bottom of the window You will return to a blank Tip Ticket Modification window for that ticket Rubicon Tracker User s Guide 43 5 Working with Tickets gt To modify a ticket that is NOT assigned to you 1 Goto the Ticket Detail View Figure 5 1 of any ticket that is not assigned to you For instructions on how to access the Ticket Detail View see the Viewing Ticket Details section in this chapter 2 Click on the Add Information button below the Ticket Detail View You will see the following Ticket Modification window Ticket Modification Ticket 10 If you know a workaround to the problem describe that process here This field is also used to hold the progress and new information as the ticket is processed Change Ticket Workaround F ix Also includes new information Top of Page Figure 5 3 3 Inthe Change Ticket Workaround field type in any new information about the ticket Your entry can be a maximum of 4000 characters 4 Click on the Modify button You will see a Ticket Status window Figure 3 2 saying that the ticket has been modified Below it you will see a Ticket Detail View Figure 5 1 with the updated information All previous information is stored in Rubicon Tracker s database 44 Rubicon Tracker User s Guide 5 Working with Tickets E mail Notification You will receive e mail notifying you that a tick
35. nt option in your web browser Rubicon Tracker User s Guide 59 6 Creating Reports Sample Report 2 Querying with basic criteria and sort order Create a report that contains the following Column 1 Ticket number Column 2 Brief Description of the ticket Column 3 Date that the ticket was added Column 4 Who entered the ticket Criteria All OPEN tickets Sort Order By the date the tickets were added to the tracking system Toenter the query 1 2 In the Tracker Menu Figure 2 2 click on the Build Query option You will see the Query Builder Figure 6 2 Go to the Column 1 window e Inthe Ticket Item drop down list select Ticket Number e Clickon the Display option You have just created a column that displays the ticket number Go to the Column 2 window e Inthe Ticket Item drop down list select Brief Description e Clickon the Display option You have just created a second column that displays the ticket s Brief Description 60 Rubicon Tracker User s Guide 6 Creating Reports 4 Goto the Column 3 window e Inthe Ticket Item drop down list select Date Entered e Click on the Display option You have just created a third column that displays the date the ticket was entered e In Sort Order drop down list 1 select 1 Iv C sor order 1 J Display Ascending 7 You have just requested for the query results to be sorted by date entered in ascending order
36. o not want this column to appear in the report T Scroll to the bottom of the page and click on the Submit Query button Rubicon Tracker User s Guide 63 6 Creating Reports 64 Sample Report 4 Querying with complex criteria the OR comparison Create a report that contains the following Column 1 Ticket number Column 2 Brief Description of the ticket Column 3 Date that the ticket was added Column 4 Who entered the ticket Column 5 Ticket Status Criteria All OPEN or ASSIGNED tickets Sort Order None Toenter the query 1 2 In the Tracker Menu Figure 2 2 click on the Build Query option You will see the Query Builder Figure 6 2 Go to the Column 1 window e Inthe Ticket Item drop down list select Ticket Number e Click on the Display option You have just created a column that displays the ticket number Go to the Column 2 window e Inthe Ticket Item drop down list select Brief Description e Click onthe Display option You have just created a second column that displays the ticket s Brief Description Go to the Column 3 window e Inthe Ticket Item drop down list select Date Entered e Click onthe Display option Rubicon Tracker User s Guide 6 Creating Reports You have just created a third column that displays the date the ticket was entered 5 Goto the Column 4 window e Inthe Ticket Item drop down list select Entered By e Clickon the Displa
37. orts List to see if the custom report already exists To access the Query Builder In the Tracker Menu Figure 2 2 click on the Build Query option This option will only appear on the menu if the Rubicon Tracker Administrator has given you access to the Query Builder You will see a page with 20 Query Builder windows Figure 6 2 Rubicon Tracker User s Guide 53 6 Creating Reports Sort Order Ticket Item Comparison Continue Query drop down lists drop down list drop down list drop down list Value field Display option 1 Se e eebe T eontmue query TERE z 1 Display sort Crow 4100 E z Jemcenamg 21 Figure 6 2 54 Rubicon Tracker User s Guide 6 Creating Reports 6 3 Creating a Custom Report To learn how to create custom reports with the Query Builder Figure 6 2 work through the sample reports below Each example shows you how to query the database for different combinations of criteria sort order and column information Sample Report 1 Querying with basic criteria Create a report that contains the following Column 1 Ticket number Column 2 Brief Description of the ticket Column 3 Date that the ticket was added Column 4 Who entered the ticket Criteria All OPEN tickets Sort Order None gt To enter the query 1 In the Tracker Menu Figure 2 2 click on the Build Query option You will see the Query Builder Figure 6 2 2 Go to the Column 1 wi
38. ot display all the information in a reader friendly format If you print the list as a report the ticket information appears in a print ready format on the page To print a Ticket List as a report 1 Clickonthe Print as Report option at the bottom of the list Figure 4 2 This option displays the list in a format suitable for printing da Print as Report Figure 4 2 2 Click on the print option in your web browser To return to the ticket list or to select a different option click on the Back button of your web browser To improve the page fit of your report reduce the viewing font on your web browser and set up your printer for landscape layout 34 Rubicon Tracker User s Guide 4 Searching and Listing Tickets 4 4 Searching Tickets Rubicon Tracker allows you to search for tickets in two ways You can for tickets containing a specific text string key words or parts of a word You can also search for tickets based on their status or category To search for tickets based on status or category 1 Open a Ticket List Figure 4 1 as described in the Listing Tickets section You will see the Search Tickets window above the list Figure 4 3 Search Tickets With Status ANY In Category ANY Figure 4 3 2 Inthe With Status drop down list select a ticket status If you leave the default selection at ANY Rubicon Tracker will search all tickets in the current project with any stat
39. password so that you don t have to type your password the next time you login at your computer You should answer no so that your password is not memorized This prevents an unauthorized user from accessing Rubicon Tracker from your computer under your user name Once you login you will see the Change Project page Figure 2 1 From this page you can either select a project or logout of the software Browser Title Bar shows Task Line shows the task you Project Information Line the Rubicon Tracker are doing in Rubicon Tracker shows the name of the project version you are working in followed by your name you selected Here no project followed by your name has been selected Rubicon Tracker Version 2 0 Beta 7 2 9 devel Sally Carter RUBICON Change Project Sally Carter Current Project No Project Select a Project Tracker Menu Select the Project to Use 2 Rubicon Tracker RT 2 Logout Select Project Tracker Menu lists the tasks you can Select a Project Window allows perform on the current page you to select a project Figure 2 1 Rubicon Tracker User s Guide 9 2 Getting Started with Rubicon Tracker 2 4 Selecting a Project To select a project 1 Inthe Change Project page Figure 2 1 go to the Select a Project window 2 Clickonthe Select the Project to Use drop down list You will see an alphabetical list of projects that you can access in the software If a p
40. roject that you would like to access is not in the list contact your Project Manager 3 Select the project you would like to access 4 Click on the Select Project button You are now ready to use the tracking features of the software 10 Rubicon Tracker User s Guide 2 Getting Started with Rubicon Tracker 2 5 Tracker Menu Tracker Menu Create New Ticket View Mine View All Reports Change Password Change Theme Change Project Logout Go To Ticket Simple Search Soe 60 Case Insensitive Does not search history data E Note When you select a project the Tracker Menu will expand Figure 2 2 You will have the following menu options Create a New Ticket Lets you create a ticket View Mine Lets you view a list of tickets created by you View All Lets you view a list of all tickets in the current project Reports Lets you view and print reports Change Password Lets you change your login password Change Theme Lets you change the colour and background graphics of the Rubicon Tracker screens Change Project Lets you change the project that you are currently working on Logout Lets you out of Rubicon Tracker Go to Ticket Lets you go immediately to a ticket s detailed view by typing a ticket number into the field Simple Search Lets you search ticket information by typing in key words or parts of a word Chapters 4 and 5 of this manual describe the first four menu options which allo
41. to correct your query hit the Back button on your web browser You will return the Query Builder and see your Tip previous input Check that the query is correct before saving it Once you save a query you cannot delete it from the tracking system DO NOT save the queries from the sample reports in this chapter These custom reports cannot be deleted from the tracking system 58 Rubicon Tracker User s Guide 6 Creating Reports gt To save a query as a report 1 Gotothe Enter the Query Description box atthe bottom of the Query Results window 2 Type in a detailed description of the query This will be your report title For example Report 1 can be named All open tickets ticket number brief description date entered b Avoid naming queries as simply Query 1 or Report 1 The more descriptive you are the easier it will be for you and others E to find the right query Tip 3 Click on the Save Query button This will automatically save your query in the Reports List Figure 6 1 To print a query as a report 1 2 In the Tracker Menu Figure 2 2 click on the Reports option You will see a Reports List In the Reports List click on a report that contains the criteria of your choice You will see a window that displays your selection Click on the Print as Report option at the bottom of the list This option displays the window as a print ready report Click on the pri
42. up to 50 tickets in a Ticket List at one time If the list contains more than 50 tickets you can view the rest of the list by clicking on the links or the page numbers located above and below the Ticket List Click on the Next link to view the following pages of the list Click on the Previous link to view the previous pages To list tickets created by or assigned to you In the Tracker Menu Figure 2 2 click on the View Mine option You will see a list of those tickets that you created or that are assigned to you Note that your user name appears in the Entered By and or Assigned To fields Rubicon Tracker User s Guide 4 Searching and Listing Tickets 4 2 Sorting Ticket Lists When you open a ticket list it will automatically be sorted by ticket number in ascending order You can re sort a list by a different field in ascending or descending order Tore sort a Ticket List by field Click on the title of the field that you would like to sort You will Seea symbol next to the title This means that the list is sorted by that field in ascending order To re sort the list in descending order click on the field title again You will see a v symbol next to the title Rubicon Tracker User s Guide 33 4 Searching and Listing Tickets 4 3 Printing Ticket Lists Note You can always print Ticket Lists as they appear on your screen by simply selecting the print option in your web browser However some web browsers cann
43. us 3 Inthe In Category drop down list select a project category If you leave the default selection at ANY Rubicon Tracker will search all tickets in the current project under any project category 4 Clickonthe Search button You will see a list of all tickets from the current project that match your criteria Rubicon Tracker User s Guide 35 4 Searching and Listing Tickets 36 To search for tickets containing a text string 1 2 3 In the Tracker Menu Figure 2 2 click on the Simple Search field Type in a text string that is in the Brief Description Long Description Or Workaround fields of the ticket s you want to access Note that the search is case insensitive This means that the system will find tickets that contain the text string regardless of letter case Rubicon Tracker will only search the most current entries in the tickets It will not search historical data For more information on historical data see the Viewing Ticket History section in Chapter 5 Click on the Go button or press ENTER You will see a list of all tickets from the current project containing that text string Rubicon Tracker User s Guide 5 Working with Tickets 5 1 Viewing Ticket Details 39 5 2 Modifying Tickets 41 5 3 Viewing Ticket History 46 Rubicon Tracker User s Guide 37 This p
44. w you to manage tickets This chapter describes the Change menu options You will see a Build Query option in the Tracker Menu if you are authorized to create custom reports The Rubicon Tracker Administrator determines which users can access the Build Query option Rubicon Tracker User s Guide 11 2 Getting Started with Rubicon Tracker 2 6 Changing Projects You can change the project that you are accessing at any time while you are logged into Rubicon Tracker gt To change a project 1 In the Tracker Menu Figure 2 2 click on the Change Project option You will see the Select a Project window Figure 2 3 Select a Project Select the Projectto Use 2 Rubicon Tracker RT Select Project Figure 2 3 2 Inthe Select a Project window click on the Select the Project to Use drop down list You will see an alphabetical list of projects that you can access in the software If a project that you would like to access is not in the list contact your Project Manager 3 Select the project you would like to access 4 Click on the Select Project button You are now able to access the selected project 12 Rubicon Tracker User s Guide 2 Getting Started with Rubicon Tracker 2 7 Changing Your Password You can change your login password at any time while you are using Rubicon Tracker gt To change your password 1 In the Tracker Menu Figure 2 2 click on the Change Password option You will see
45. y option You have just created a fourth column that displays the user who added the ticket to the system 6 Goto the Column 5 window e Inthe Ticket Item drop down list select Status e Inthe Comparison drop down list select equal to e Inthe Value field type in open e Inthe Continue Query drop down list select or Build Report Column Ssmus EEE value continue query Status leng I CH keier You have just entered data that will allow the Query Builder to retrieve all tickets with an OPEN status or another set of criteria Sort order No Sort J Ascending El e Clickonthe Display option Column 5 will appear in the report because you selected the Display option 7 Goto the Column 6 window e Inthe Ticket Item drop down list select Status e Inthe Comparison drop down list select equal to e Inthe Value field type in assigned You have just entered data that will allow the Query Builder to retrieve tickets with an ASSIGNED status as well as those tickets with an OPEN status Do not select the Display option If you click on it Column 6 will display the same information as in Column 5 8 Scroll to the bottom of the page and click on the Submit Query button Rubicon Tracker User s Guide 65 6 Creating Reports 66 Rubicon Tracker User s Guide 6 Creating Reports Sample Report 5 Querying with complex criteria and sort orders Create a report
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