Managing and Organizing the Requirements in the Tree

When you first open the Requirements tree for a project, you'll only see the project name as the tree root folder. You can add and remove items to the tree by right-clicking on a tree item and selecting one of the options:

• Create Folder: Add a new Folder item to the tree. (Only available when the Folder item type is configured in the Project settings.)

• Create Item: Add a new work item to the tree of the selected type.

• Create Baseline: Create a baseline of the current state of the selected work item--see Baselines.

• Add Existing: Add an existing work item to the tree.

• Edit^*: Edit the selected work item.

• Remove^*: Delete the selected work item.

• Copy/Cut/Paste: Copy or cut the selected work item and paste it at a different location in the tree.

• Open items in Queries: Open the selected work items in a queries board.

• Export to Word: Export the select work item to a Word document.

• Compare item: Compare the selected work item to a different work item or a different revision of the same work item.

^{* Not available when the project root item is selected.}

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To move and re-arrange the items in the tree just click on an item and drag it to the desired position.

Reading and Editing Requirements

To see the contents of an item, just click on it. They will be displayed on the right side of the tree. There are 3 ways to see the item's contents:

• Detail view: Display all the information of an item

• Reading view: Display the item and all its children as a requirements document

• Tree Table view: Display the item and all its children in a collapsible and expandable table

To change the item display mode, use the buttons on top of the display area.

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