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Traceability View

Claire De Bie
Updated

Create a Traceability View

You can use the Traceability View to keep track of dependencies and Relationships between Objects to make further analysis. To create a Traceability View:

  1. On the Public Views or My Views page, on the toolbar, select Create create.png, and then select Traceability  View.

    You can also create a View from the Dashboard page by selecting Start Traceability View in the Traceability View card.

  2. In the Traceability View Setup dialog box, do one of the following:
Figure 18. Traceability View Setup.png
Figure 1. Traceability View Setup
  • To create a View based on Object Type, select Object Type, and then in the Object Type list, select the Object Type you need.
  • To create a View based on the existing View, select View, and then in the View list, select the View you need.
  1. To add more levels, select the plus sign, and then specify details for the new column.
Figure 19. Add More Levels.png
Figure 2. Add More Levels

You can build up to ten levels per one Traceability View.

Once you defined at least two levels, you can specify Relationship Types between the Objects in those. 

Figure 20. Specify Relationship Types.png
Figure 3. Specify Relationship Types
  • OrbusInfinity automatically validates the list of Relationship Types that can be set for the Objects in two specified levels.
  • You can specify Relationship Types between any two levels. The selection will be applied to the items in the current and preceding levels.
  1. By default, the name of the View or Object Type defines the name of the column. You can change the column name by selecting the name and typing the new one.
Figure 21. Column Name.png
Figure 4. Column Name
  1. When all the levels are specified, select Start the View.

You can view the Traceability View where the first column displays Objects defined for the level. By selecting an Object in the first column, related Objects appear in the next column, and so on.

Figure 22. Traceability View.png
Figure 5. Traceability View

Configure a Traceability View

Similar to List Views, you can further filter the View content by specifying additional filter conditions or adding a new filter set, or importing filters of the existing view for your Traceability View on the Filters tab. For more information, see Configure filters and filter sets.

To rename a column in the Traceability View, you need to rename the filter set. To do this:

  1. On the Filters tab, select the filter set.
  2. On the toolbar, select Filter Set Configuration filter-set-configuration.png.
  3. In the Name field, enter a new column name.

You can apply one filter set per column. The filter set must exclude the Relationships.

The Traceability View side panel displays the View details (if the View is saved) and what level you are currently on. You can rearrange the column order of the Traceability View by moving the filter sets. To do this, next to the filter set name, select the up or down arrow.

Figure 22. Rearrange the Column Order.png
Figure 6. Rearrange the Column Order

To better understand the data you are trying to visualize, you can add Attributes for both Objects and Relationships, using the Column Options drop-down.

The customization of Attributes is available at each level of the Traceability View, so you can add desired amount of detail to each of them.

Figure 24. Column Options.png
Figure 7. Column Options

Once you have selected the level you want to add more information to, you can format how the information is presented in that level.

Figure 25. Manage Columns.png
Figure 8. Manage Columns

Upon selecting the Manage Columns button, select the columns you would like to add to the level.

Figure 26. Columns Selection.png
Figure 9. Columns Selection

To fit all the needed details, you can resize the columns in each level.

Figure 27. Resize the Columns.png
Figure 10. Resize the Columns

To select multiple items in a column, to view their related Objects in the subsequent level, hold the Ctrl key and select the needed items.

Figure 28. Select Multiple Items.png
Figure 11. Select Multiple Items

Export a Traceability View

You can export any Traceability View to an Excel or CSV file that will be downloaded to your PC. The file name will be automatically pre-filled based on the View name, with any special characters removed to meet system requirements.

To export a Traceability View, select the Download View Content download view content.png button and choose if you want to download the View as an Excel Workbook or a CSV file.

export-a-traceability-view.png
Figure 12. Export a Traceability View

Manage Objects within Traceability View

  • To view the Object overview, select the Object, and on the right side of the toolbar, select Information Panel info.png. 
  • To open an Object Details Page in the new tab, select the Object, and select Open open.png.
  • To open an Object Details Flyout, select the Object name.
Figure 6. Manage Objects within Traceability View.png
Figure 13. Manage Objects within Traceability View

Also, you can create Relationships or delete Objects in the Traceability Views.

  • To create a Relationship, select an Object and on the toolbar, select Add Related Object create.png. For more information about the Relationship creation, see Create Relationship from Object page.
  • To delete an Object, select the Object, and on the toolbar, select Delete Selected item(s) delete.png. The Object disappears from the View and appears in Recycle Bin.

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