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Jama Connect Help

Set relationship types

One part of the initial traceability setup is configuring the available relationship types.

Note

You must have organization admin permissions to complete this task.

  1. Select Admin > Organization, then select Relationships.

  2. Under Relationship Types, use the icons to add, edit (pencil), delete (X) or reorder (arrows) relationship types.

    The Relationship Types toolbar is highlighted.
  3. When adding a new relationship type, enter a display name and description. The description is only visible in this edit window.

    The Description field of the Add item window is highlighted.
  4. (Optional) Select Show Note and Show Status to allow users who create a new relationship using this relationship type to enter a note and a status for that relationship.

    Status and notes are visible any time you reopen the Add/edit relationship window.

    The Relationship Options lists the options that were selected for this relationship type.

    Status and notes are also visible in the bottom panel of Single Item View when Relationships is selected.

    In Single Item View, status and notes are visible in the bottom panel of the Relationships page.

    In an impact analysis, you can filter by status or note.

    Status and note are visible in the Impact Analysis page.
  5. If you delete a relationship type, choose a replacement type for affected relationships.

    The Delete Relationship Type window includes an option to select a replacement type.