Project Module

The Project Module in Requirements & Systems Portal details and provides project management capabilities. The user interface to the Project Module is the Home page that opens when Requirements & Systems Portal is accessed from the nine-dot menu at the top right of the Workspace's browser-based interface (). The page provides access to existing requirements projects, which target requirements management, and also provides the ability to create a new requirements project.

Creating a New Requirements Project

To create a new requirements project, click the  button above the project list. The Create Requirements Project window will open.

The Create Requirements Project window will present with the following fields:

• Project Name – enter the required name for the project.

• Description – enter an optional description for the project.

• Electronics Project – optionally, specify PCB project(s) that exists in your Workspace (learn more about Workspace Projects). For each PCB project added to the field, a block of the Electronics type with the same name as the project will be created in the requirements project, and this block will be linked to that PCB project. Also, a specification with the same name as the PCB project will be created in the requirements project, and the corresponding block will be added to the specification's Default blocks list.

After defining the new requirements project as required, click . You will come back to the summary-level project list, where you will now see an entry for the newly created requirements project.

Browsing Requirements Projects

The projects listing on the Home page of Requirements & Systems Portal includes all requirements projects that exist in the Portal. Use the  button to switch the page to its list view and the  button to switch the page to its graphical view.

The list of requirements projects is automatically sorted by the last modified date, with the most recently modified project appearing at the top left of the list (in the graphical view) or at the top of the list (in the list view). In the graphical view, the  button can be used to quickly sort the project documents by name, description, author, owner, or last modified date ().

In the list view, the project listing can be sorted by Name, Description, Author, Owner, or Last Modified, using the column header in each case. Click once to sort in ascending order and click again to sort in descending order. The arrows to the right of the column name will indicate the currently active sort direction. The chosen sorting method in one view is applied to both views.

Accessing a Requirements Project

A requirements project can be accessed from either the list or graphical view of Requirements & Systems Portal's Home page.

• In the graphical view of the Home page, clicking the  control in the tile for the required requirements project and choose the Open command from the menu that appears. Alternatively, click on the project's name within the tile or double-click the tile.

  

• In the list view of the Home page, hover the cursor over the entry for the required requirements project, click the  control at the far right of the entry, and choose the Open command from the associated menu. Alternatively, click on the project's name within the entry or double-click the entry.

  

The requirements project will open in a new browser tab.

Changing Main Properties of a Requirements Project

From the About page of the Project Module, you can change main properties of a requirements project. When in the Project Module (), select the About entry in the left-hand side menu (under the Overview heading) to access the page from which the following information and controls are available:

• Project ID – a system-assigned ID of the project.

• Name – the name of the project. If required, you can change it by clicking in the field, changing the name as required, and pressing Enter (or clicking outside of the field).

• Description – a meaningful description that you can add to your project.

• Start date / End date – estimated start and end dates of the project.

• Block Ownership – shows the list of the project's blocks, alongside their owners. Expand or collapse block entries to explore the project structure (according to how it is defined in the Blocks Module) using arrow buttons or the collapse all and expand all controls at the bottom of the list. Use the copy control to copy the content of the list to the Clipboard (only those entries that are currently visible will be copied).

  For more information about ownerships, refer to the Ownerships page.

Click the  button at the top right of the page to subscribe to notifications for the project.

For more information about notifications, refer to the Notifications page.

You can also add an image to the project by clicking the + Add Image control at the top right of the page. Use the dialog that appears to add an image from a file or URL. When an image is added, hover the cursor over it preview and use the buttons that appear to change the image or remove it.