Tracking Iterations
From the Track tab, the Iteration Status summary view displays all scheduled items for the selected iteration and their related tasks 
, test cases and test sets 
(available only if your subscription includes Rally Quality Manager), or defects 
. Use the Iteration Defect Status view to assess work items and the related defects and defect suites scheduled to the selected iteration. Select an iteration from the drop-down list, or scroll through all listed iteration by clicking the previous and next arrows adjacent to the drop-down list.
When using a project hierarchy, this view reflects any view scoping settings that you have indicated in the project drop-down list box. All charts and columns display the cumulative totals for all projects that have the same iteration name and time box (start and end date).
Tracking iterations includes the following topics:
Viewing iteration defect status
To access the Iteration Defect Status Summary view, hover over the Track tab, then click the Iteration Status page. Click the button to display defects related to all scheduled items for the selected iteration.
This view provides a colored iteration defect indicator box displays critical iteration defect information. Click anywhere on the mini defect status chart to display the full-sized Defect Status Chart.
The right half of the iteration defect indicator box displays the Defect Summary information for the iteration. The table displays the following values for any iteration selected in the iteration drop-down list:
| Header | Description |
|---|---|
| Found | The count of all defects created during the iteration that are directly associated with the iteration or associated with work items in the iteration. |
| Active | The count of all defects that have a status other than Closed that are scheduled into the iteration or are associated to a work item scheduled into the iteration. |
| Closed | A count of all defects with a status of Closed that are associated with the iteration or associated with work items in the iteration. Note: If defects are closed after the iteration but are still associated with the iteration, they are included in this count. |
Click the Actions button to access a series of submenu activities that can be performed within the displayed summary view. The activities available vary based on the Summary view being accessed.
Column headers
Use the columns of the Iteration Defect Status Summary view to do the following:
- All: Expand or collapse all scheduled items by clicking the + or - sign in the All column.
- Rank: Establish the priority of the work item.
- ID: Quickly locate a specific scheduled item by typing its number directly into the ID# text box. The following delimiters can refine your ID search: <= , >= , = , < , >.
- Status: The color-coded display gives a quick assessment of each scheduled item in the iteration. Expand a scheduled item to see all related tasks shown in a hierarchical display with the same color-coded state display of each task.
- Priority and Severity: If there are associated defects, these columns display the total number of high priority (P1: P2) or high severity (S1:S2) defects that are associated with the scheduled item. When the scheduled item entry is expanded, all active defects, regardless of priority or severity, are displayed underneath the scheduled item. If there are no active defects associated with the scheduled item, No defects displays in the respective column.
- Filter your scheduled items using attributes such as Status and Owner.
- Sort on the Rank, ID, Name, Plan Est, State, Project, and Owner attributes of each scheduled item displayed in the view.
Viewing iteration task status
To access the Iteration task Status Summary view, hover over the Track tab, then click the Iteration Status page. Click the button to display tasks related to the iteration's work items.
This view provides a colored iteration Indicator box displays critical iteration information. Click anywhere on the mini burndown chart to display the full-sized Iteration Burndown Chart.
The right half of the iteration Indicator box displays iteration resources information for your iteration. The displayed table lists :
| Header | Description |
|---|---|
| Resources | The amount of resources available for the iteration. |
| Available | Total amount of task resources available for the iteration. |
| Status | Compares the remaining amount of work to do to the calculated ideal burndown value for the daily burndown bar. When the figure appears in black, you are on target to meet the iteration completion date based on the ideal burndown calculation. A red number indicates there may be too much work left to do, and the team is in danger of not being able to complete the iteration by the scheduled date. |
| Accepted | The percent or amount of units that have been accepted for the iteration. |
Click the Actions button to access a series of submenu activities that can be performed within the displayed summary view. The activities available vary based on the Summary view being accessed.
Column headers
Use the columns of the Iteration Status Task Summary view to do the following:
- All: Expand or collapse all work item scheduled into the displayed iteration by clicking the + or - sign in the All column.
- Rank: Establish the priority of the work item.
- ID: Quickly locate a specific work item by typing its number directly into the ID# text box. The following delimiters can refine your ID search: <= , >= , = , < , >.
- Plan Est: The automatic calculation or rollup of plan estimates for all for work items scheduled into the displayed iteration. Each work item in the view displays the individual plan estimate under this column header. Note the label icon
on the column header. The first letter of your defined unit is displayed and the icon color matches those bars that measure plan estimate in the mini-burndown chart. - Task Est: The automatic calculation or rollup of task estimates for all tasks in the selected iteration. Expand the view and each task in the view displays the individual task estimate under this column header. All tasks for the work items scheduled into the displayed iteration are totaled and displayed on the work item row. Note the label icon
on the column header. The first letter of your defined unit is displayed and the icon color matches those bars that measure task estimate in the mini-burndown chart. - To do: The automatic calculation or rollup of to do estimates for all tasks in the selected iteration. Expand the view and each task in the view displays the individual to do estimate under this column header. All to dos for all tasks of the work item scheduled into the displayed iteration are totaled and displayed on the work item row.
- Status: The color-coded status display furnishes a quick assessment of each work item scheduled into the displayed iteration. When you expand a work item you see all related tasks shown in a hierarchical display with the same color coded state display of each task.
- Failed test cases : Easily identify the current testing effort and quality of each work item scheduled into the displayed iteration. Click on the failed test cases number for each work item, and you are taken to the Iteration Test Case Status page with the work item expanded to display the associated test cases.
- Filter your work items using attributes such as Status and Owner.
- Sort on the Rank, ID, Name, State, Plan Est, Task Est, To do, Project, and Owner attributes of each work item displayed in the view. Sorting on the Status field will return a display of the work item states in the following order: custom1, defined, in-progress, completed, accepted, custom2.
Row actions
You can perform the following on each row of the Iteration Status Task Summary view:
- Click the hyperlinked attributes of ID, Name, or Schedule Note to go to the detail of the work items or task.
- View predecessor and successor relationships by hovering over the related inline icon.
- The
icon indicates that drag-and-drop ranking is available for the associated work item. Select the work item and prioritize it by dragging it up or down relative to other work items on the page. You must sort the page by rank and enable drag-and-drop ranking in order for the icon to display in the left side of the row. - Inline Edit a work item or task by double-clicking within the highlighted row.
The Row Action Icons available will vary depending upon the Summary view accessed.
Viewing iteration test case status
To access the Iteration Test Case Status Summary view, hover over the Track tab, then click the Iteration Status page. Click the button to display test cases related to the work items scheduled to the selected iteration.
This view provides a colored iteration Indicator box displays critical iteration information. Click anywhere on the mini burndown chart to display the full-sized Iteration Burndown Chart. The second half of the Iteration Indicator box displays iteration resource information for your iteration.
The displayed table lists :
| Header | Description |
|---|---|
| Resources | The amount of resources available for the iteration. |
| Status | The remaining amount of work to do to the calculated ideal burndown value for the daily burndown bar. When the figure appears in the black, you are on target to meet the iteration completion date based on the ideal burndown calculation. A red number indicates there may be too much work left to do, and the team is in danger of not being able to complete the iteration by the scheduled date. |
| Accepted | The percent of iteration units that have been accepted for the iteration. |
Click the Actions button to access a series of submenu activities that can be performed within the displayed summary view. The activities available vary based on the Summary view being accessed.
Column headers
Use the columns of the Iteration Test Case Status Summary view to do the following:
- All: Expand or collapse all work items scheduled to the selected iteration by clicking the + or - sign in the All column. Expand the work items and view test cases and their related test case results in a hierarchical display with their individual result.
- ID: Quickly locate a specific work item by typing its number directly into the ID# text box. The following delimiters can refine your ID search: <= , >= , = , < , >.
- Status: The color-coded status display furnishes a quick assessment of each work item scheduled to the selected iteration.
- Last Verdict: The total number of test cases that have passed out of the total number of all test cases for the individual work item. In the expanded view you can see the last verdict for each test case, the last build of the application that was tested and when each test case was last run or executed.
- Active Defects
: Assess the number of active defects (those defects that have not been closed) per work item scheduled to the selected iteration. Click the active defects value and you go to the Iteration Defect Status display with the work item expanded and all active defects shown in a hierarchical display. - Filter your work items using attributes such as Status and Owner.
- Sort on the Rank, ID, Name, State, Project, and Owner attributes of each work item displayed in the view.
Row actions
You can perform the following on each row of the Iteration Status Task Summary view:
- Click the hyperlinked attributes of ID, Name, or Schedule Note to go to the detail of the work items or task.
- View predecessor and successor relationships by hovering over the related inline icon.
- The icon indicates that drag-and-drop ranking is available for the associated work item. Select the work item and prioritize it by dragging it up or down relative to other work items on the page. You must sort the page by rank and enable drag-and-drop ranking in order for the icon to display in the left side of the row.
- Inline Edit a work item or task by double-clicking within the highlighted row.
The row action icons available will vary depending upon the Summary view accessed. If you have not enabled the test case module for your subscription, you can still inline add a test case by clicking the 
icon from this view, but you cannot manage them from the Test Cases page.
