ReqSuite® Requirements Manager (RM)
The content chart usually occupies the major part of the main screen and is located right of the content bar. It offers comprehensive functions applicable to individual or groups of project category elements and can be switched between a table view and a board view via button “matrix icon” depending on the configuration of the corresponding project category.
- Table view: In this default view, project element details are listed within row cells of a table which can be customized in terms of, a.o., column size and position, row sorting, and filtering.
- Board view: This view is opened via button “board icon” which becomes available in the toolbar of the table view only if the category the elements of which shall be displayed in the content chart has a work flow associated with it in the project configuration template. The board view offers a Kanban-like overview of existing elements represented as drag and droppable boxes associated with exactly one work flow status box at a time.
In addition to the supported views, the content chart allows for a number of generic functions related to project category elements that can be called via corresponding buttons in the toolbar of the content chart after selecting the corresponding element(s) as follows (see Figure 2).
- Add new <element>: Clicking button “plus icon” initiates the creation of a new content element opening the corresponding editing window. After adding element details, the creation process can be confirmed via button “Save”, “Save & Close”, and “Save & New”, respectively, or canceled via button “Cancel” or by closing the editing window.
- Edit <element>: To alter the details of an element, click on button “pencil icon” which opens the corresponding editing window for the currently selected element. Alternatively, you can open that editing window by double-clicking the respective content element in the table or board view, respectively.
Note: If a description template has been defined, data contents can be entered or adjusted in the opened editing window. However, if no description template has been defined in the project configuration for content elements of the respective content category, only the name can be changed in the editing window of such content elements.
- Copy <element>: This option engaged via button “duplication icon” allows for creating a copy of the selected element the name of which be suffixed by “COPY”. Besides, every detail will be duplicated for the element copy except for the identifier which needs to be unique in the system.
- Export <element>: Via button “up-arrow icon” the selected element can be exported to an existing target project or as a new project hosted in the same tenant. The options for the export process include the incorporation elements related to the exported element, the reverse reference of the exported element into the source project, and the choice if the element shall be exported as a copy or as reference into the target project.
- Export <elements> to Excel: Using this toolbar option engaged by button “sheet icon” results in exporting the selected elements as table into an Excel sheet file that can be downloaded.
- Move <elements>: Content elements can be relocated from their original content category to other content categories or folders by clicking on button “control cross icon”. To this end, a window “Move items” will open allowing for selecting the target category or folder by checking the corresponding selection box. If the attributes of the content element do not match the target content category, a dialog box appears indicating which attributes of the content element may get lost during relocation. By clicking on button “Move into category” or “Move into folder” the relocation is performed while clicking on button “Cancel” or closing the window cancels the relocation process.
- Merge <elements>: In case two elements are selected, their contents can be merged into a single content element via button “center arrows icon”. This process combines text attributes by attaching values of both elements to each other and preserves values for non-text attributes of the element having the newer element version.
- Manage links of <elements>: This option engaged via button “chain icon” allows for managing links between the selected elements and other elements related as per relationship settings in the project configuration template. In the pop-up window that appears, element links can be set or removed by clicking on the defined relationship first and then using the corresponding checkbox(es) left to the target element(s).
- Delete <elements>: With a click on button “trash icon” the respective content element is deleted irrevocably after accepting the corresponding confirmation prompt indicating that all relationships and any stored images will be deleted as well.
- Edit overview graphic for <category>: By using this toolbar option via button “pictures icon” you can newly assign an image to the currently selected content category or change an existing one by selecting a graphic file from the file system. This toolbar option is only active if the description of the selected content category has been defined with an associated overview graphic notation in the project configuration template.
- Reuse <elements>: Clicking on button “down-arrow icon” opens the element reuse window which allows for importing content elements of the selected category from other projects hosted in that tenant domain. In the table of the reuse window one or more elements can be marked for import via checkbox also requiring the choice in terms of whether to also import related items and if the reused elements shall be imported as copy or reference.
- Restore deleted <elements>: In order to view and restore already deleted elements of the selected category, click on button “recycle icon”. In the appearing window select any listed element to be restored and click on button “Restore” to perform the restore process. Note that only one element can be restored at a time.
- Show all/less columns: The button “arrow span icon” is only available in the table view of the content chart and can be used to switch between a minimal display of the basic attribute columns including “ID”, “Name”, “Description”, “Last Change”, “Changed by”, “State”, and “Responsible” and a full-fledged display of all attribute columns as defined in the project configuration template for the selected category.
- Remove all filters: The button “cone icon” is only available in the table view of the content chart and is active only if any filter is currently applied to the content chart.
- Search in table: By typing a (partial) search term of at least 1 character into the search field “Search in table…” and confirming via “enter” keyboard key or click on button “magnifier icon”, the content chart reduced its display to listing the results of the search only while filtering out any other elements not matching the search criteria. To remove the filter applied to the content chart, use button “cone icon” or simply remove any characters from the search text field.
In addition to the functions described above at the content category level, the following functions are also available for individual content elements, which can be called up using buttons above the content chart.
Note: Some functions for content elements such as “Edit element”,”Edit image” or “Delete element” may not be available for referenced content, since they can only be changed in the source project.