Tracking Settings provide a place in your project to configure which entities, fields, pipeline steps, and statuses you'll be using. These settings make it possible to support different projects with different pipelines and tracking needs within the same Shotgun site.
What can you customize in Tracking Settings?
You can customize entities, fields, Pipeline Steps, and statuses.
Entities are the building blocks of a project. If you're making a film, your project will use the Shot and Asset entity types. If you're making a game, you might use Assets and Levels. Not every project needs every entity (you can learn how to enable new entity types here), and so you can choose to only show entities your project is using.
You can hide or show an entity from your project from the left pane of Tracking Settings.
Hiding an entity type will affect the project in the following ways:
- Hide the entity type from the Project Navigation configuration screen
- Hide all pages for the entity type (e.g., Project Navigation pages, pages in the "Other" menu, pages in the "Pages" menu)
- Prevent users from creating new pages for that entity type
- Prevent users from creating new records of that entity type
Fields keep track of important information on the entities you're tracking. Each entity type has some core fields that are consistent across entities (e.g., Description, Name, Status, etc.), but you can add your own. Although two projects may both track Assets, each project may track different information on Assets. This is particularly common at studios that work on both films and games.
You can hide or show fields on entities by selecting an entity type on the left and toggling field visibility on the right.
Hiding a field will affect the project in the following ways:
- Hide the field from all "Fields" menus
- Hide the field from all pages and detail pages
- Hide the field from all forms
- Disable the field from any queries or filters where it's used
- Disable the field from any page formatting rules where it's used
Pipeline Steps show up on entity types that can have tasks. These are typically entities where you'll create and assign tasks. Pipeline Steps help organize Tasks into categories that can be displayed as columns on reports or pages for the entity. Just like fields, you may not need all the Steps on an entity for your project, so you can toggle them off.
Hiding a step will affect the project in the following ways:
- Hide the step from all "Pipeline" menus
- Hide the step from the Pipeline Step field on Tasks
- Disable the step from any queries or filters where it's used
- Disable the step from any page formatting rules where it's used
Hiding a step WILL NOT remove the step from any Tasks where it is being used. You'll need to manually change Tasks to a new Pipeline Step by going to a Tasks page, searching for Tasks with the Pipeline Step, and editing them.
Each entity type has a set of statuses to help track a record's...status. Statuses can be used to track approval on Versions, the stage of a Task, or anything really. Different projects call for different workflows, so you can hide and show statuses differently per project.
Note: Some entity types may have more than one Status field. You'll see all an entity type's status fields in this section.
Hiding a status will affect the project in the following ways:
- Hide the status from its status field
- Disable the status from any queries or filters where it's used
- Disable the status from any page formatting rules where it's used
Hiding a status WILL NOT remove the status from any records where it is being used. You'll need to manually change records to a new status by going to the entity type's page, searching for records with the status, and editing them.
What happens when I change Tracking Settings for my project?
Changes you make in Tracking Settings are saved immediately. Everything you change can be changed back without data loss, so don't worry if you make a mistake.
Once you make changes others users might notice the following changes in your project (see above for specifics):
- Fewer entities appear in a Project's Other menu
- Fewer entities appear in the Project Navigation bar
- Fewer fields appear in the Fields menus
- Fewer Pipeline Steps appear in Pipeline menus
- Fewer statuses appear in your status fields
- Pages may show more records since filters have become disabled
- Pages may change color since formatting rules have become disabled
In general changing your Tracking Settings will SIMPLIFY your projects.
What about creating new fields, steps, and statuses?
When you create a new field or pipeline step, you'll be prompted to choose whether to:
- Show the field or step in all active projects—this adds the new field or step and immediately toggles it visible in any project that is not archived or deleted
- Show the field or step in the current project—this only adds the new field or step to the current project you're in