ProjectTrace

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Planning Workflow ​

Planning work in ProjectTrace follows this chain:

Project -> Epic -> Feature -> Requirement

Epics ​

Epics group related delivery work inside a project.

Create one when you want to organize a larger business outcome.

Steps:

  1. Open Planning -> Epics.
  2. Click Create epic.
  3. Choose the project.
  4. Enter a title, description, owner, and status.

Features ​

Features sit under epics and split the work into smaller deliverable chunks.

Steps:

  1. Open Planning -> Features.
  2. Click Create feature.
  3. Select the parent epic and project.
  4. Fill in the title, status, and owner.

Requirements ​

Requirements are the traceable statements you later connect to test cases and bugs.

Steps:

  1. Open Planning -> Requirements.
  2. Click Create requirement.
  3. Select the project and feature.
  4. Set the priority and status.
  5. Save.

Linking behavior ​

  • A requirement can link to many test cases.
  • A requirement can link to many bugs.
  • The detail view shows the linked records and activity trail.

Practical rule ​

Keep the hierarchy consistent:

  • Project owns the planning scope.
  • Epic groups the outcome.
  • Feature narrows the implementation.
  • Requirement describes the behavior to validate.