Overview

The Project Tree View is located on the left side of the easeRequirements view and is always visible. Requirements can be displayed on the right side of the easeRequirements view in different formats:

To reach the Project Tree View:

Data Center Select a project from the Requirements menu in the Jira navigation bar.
Cloud From the Jira side bar select Your apps > easeRequirements. Then from the easeRequirements sidebar select a project from the dropdown menu. Then select Tree from the easeRequirements navigation bar.

The requirements of a given project can only appear once in the project’s tree. However, since requirements in one project may be reused in other projects, they may appear in multiple project trees.

Requirements may be included in other requirements as child requirements. Child requirements are handled in exactly the same ways as other requirements and may be indefinitely nested.

Jira subtasks are not automatically displayed as children of their parent issues in the project tree. If this is desired, they can be added as child requirements of their respective parents.

Cloud Folders are Jira issues of a distinguished type that is specified by the Jira administrator. (See Folder Issue Type.) The items in a folder are treated as child requirements of the folder.

Data Center Folders are stored in the database as a distinct entity type, independent of Jira issue types.

Data Center It is possible that not all issues are visible in the project tree - see option Maximal visible sub-items in tree.

1 Overview
2 Tree Sidebar Options
3 Context Menu Operations
- 3.1 Folder operations
- 3.2 Issue and page operations
4 Adding Existing Issues
5 Drag and Drop Operations
6 Filtering and searching the project tree
- 6.1 Query Options
- 6.2 Data Center Quick Filters
7 Data Center Export
8 Data Center Keyboard Shortcuts
9 Ultimate Quick Linking

Tree Sidebar Options

The project tree sidebar appears above the project tree and provides options that apply to the entire tree:

Refresh tree	Refreshes the content of the project tree from the server.
Filter tree	Hides the items in the project tree that do not match the query criteria. See Filtering and searching the project tree.
Cloud Search in tree	Highlights the items in the project tree that match the query criteria. See Filtering and searching the project tree.
Configure tree	Opens the Tree View Display Fields dialog. See Display Fields Configuration. When enabled, the last viewed folder or issue is shown when the project is reopened.

Context Menu Operations

The project tree consists of folders, issues and references to pages in Confluence. To access the context menu, right-click on any item in the tree. Each type of item has its own set of context menu entries for performing appropriate operations, as indicated in the following tables.

Folder operations

Availability
Root Folder	Other Folders	Purpose	Action	Comment
		Create issue	Opens the Jira Create Issue dialog. Select Create to create the new requirement or issue and add it to the selected folder.
		Create/Add > Create folder	Cloud Opens the Jira Create Issue dialog with the Folder issue type preselected. Select Create to create the new folder. Data Center Opens the Create Folder dialog. Select Create to create the new folder below the selected one.	The names of folders within one parent folder must be unique.
		Create/Add > Create baseline	Opens the Create Baseline dialog. Enter a name and an optional description for the new baseline and select Create to create a new baseline for the folder.	If a filter is applied to the tree, only issues that satisfy the filter are included in the baseline.
		Create/Add > Add existing issues	See Adding Existing Issues.
		Create/Add > Add page	Opens the Add Confluence page dialog, allowing you to search for existing pages in any linked Confluence instance.	Cloud This operation is only available if the easeConnect app is installed in Confluence. For more information, please refer to easeConnect - Connector of easeRequirements for Confluence. Data Center This operation is only available if the Confluence Integration is enabled.
		ULTIMATE Create/Add > Create review	Opens the Jira Create Issue dialog, allowing you to create a new Review issue, which is used to conduct a review for the issues under the selected project. See Review Cockpit.	This operation is only available if a Review Scheme is associated with the selected project.
		ULTIMATE Create/Add > Add coverage	Opens a dialog allowing you to select a public coverage view to add under the selected folder as a read-only report. See Coverage and Traceability Reports in Project Tree.
		ULTIMATE Create/Add > Add tracematrix	Opens a dialog allowing you to select a public traceability view to add under the selected folder as a read-only report. See Coverage and Traceability Reports in Project Tree.
		Show in issue navigator	Opens the Jira issue navigator in a new browser tab or window. All issues contained in the selected folder and its subfolders are displayed by applying a query with the easeRequirements JQL function requirementsPath.
		Data Center Export/Import > Export default Word	Exports the selected folder using the default Word template.
		Data Center Export/Import > Export default Excel	Exports the selected folder using the default Excel template.
		Export/Import > Export Template	Opens the Export template dialog. Select the custom Word or Excel template to export the selected folder.
		Data Center Export/Import > Export XML	Exports the selected folder using the default XSLT (Extensible Stylesheet Language Transformations).
		Data Center ULTIMATE Export/Import > Export ReqIF	Opens the Export ReqIF dialog. Select the ReqIF Field Mapping to be used to generate the ReqIF file. See Export and Import using ReqIF.
		Data Center ULTIMATE Export/Import > Import ReqIF	Opens the Import ReqIF dialog. Select the ReqIF Field Mapping to be used to import the ReqIF file. See Export and Import using ReqIF.
		Cut	Stages one or more folders or requirements for pasting in the same project or in a different project.	If a filter is applied to the tree, only issues that satisfy the filter are included in the staged items.
		Copy	Stages one or more folders or requirements for copying in the same project or in a different project.	If a filter is applied to the tree, only issues that satisfy the filter are included in the staged items.
		Paste	Pastes staged items to the selected folder, as follows: Cut and paste: The items are moved to the new location. When performed within the same project, the operation simply moves items within the project tree (which can also be accomplished using drag and drop). When performed between different projects, the cut items are removed from the source project and placed in the target project. If one or more issues already exist in the target project, the issues are automatically moved to the new location. Copy and paste: The Reuse Issues dialog is displayed, where options for copying the items are presented. See Requirements Reuse.	Data Center This operation is disabled while the tree is still loading.
		Data Center Delete Cloud Remove	Data Center Opens the Delete Folder dialog. Cloud Opens the Remove Item dialog.	Removing a folder from the tree removes all its subfolders and requirements recursively. They are not deleted in Jira and can be added again to the tree.
		Data Center More > Get URL	Provides a URL for the selected folder or requirement. Opening the URL in a browser displays the project tree with the folder preselected.
		Data Center More > Sort issues	Opens the sort issues dialog for the selected issue. Select the the sort order and the issue field to sort by (issue key, creation date, issue summary, issue type or priority). Select Sort to perform the operation.	This operation is disabled while the tree is still loading. Only issues directly contained in the selected folder are sorted. The sort order of Issues in subfolders as well as any child requirements is not affected.
		More > Collapse all	Collapses the selected folder and all subfolders. Cloud This option is directly in the top-level of the context menu for the root folder, not under the More submenu.
		More > Expand All	Expands the selected folder and all subfolders.	Cloud This option is directly in the top-level of the context menu for the root folder, not under the More submenu. Data Center The number of levels that can be expanded at one time is configurable - see Configuration.
		Data Center More > Properties	Opens the Edit Folder dialog, where the Name, Description, Attachments and Watchers of the folder can be modified. Watchers are users that receive notifications of changes to the folder content. The statistics section of the dialog shows the number of issues in a folder as well as other statistics.	The name of the root folder cannot be changed and the description can only be changed in the Project Settings. You can add an image to a folder by attaching it to the folder. To make it visible in the Reading View, add a link to the image in the description.
		Cloud More > Edit	Opens the Jira Edit issue dialog.	Edit is not available for the root folder. Its properties can only be changed via the project settings.

Issue and page operations

Availability
Issues	Pages	Purpose	Action	Comment
		Create child issue	Opens the Jira Create Issue dialog. Select Create to create the new issue and add it as child of the selected requirement.
		Cloud Create baseline	Opens the Create Baseline dialog. Enter a name and an optional description for the new baseline and select Create to create a new baseline for the selected issues.	If only one issue is selected, the option is under the submenu Create/Add.
		Create/Add > Create linked issue	Opens the Create Linked Issue dialog. Specify the the outgoing link type, as well as project in which the new issue should be created and the issue type of the new issue. Select Create to open the Jira Create Issue dialog, prefilled with the information entered in the dialog. Select Create to create a new issue of the chosen type in the chosen project, linked to the new issue with the chosen link type. The following additional options are available for the new issue: as child: Add the linked issue as a child of the selected issue. as sibling: Add the linked issue at the same level as the selected issue in the last position. not to the tree. The linked issue will not be added to the tree and will only be available in Jira	ULTIMATE Issue link types may be restricted if there is a Data Model active for selected project.
		Create/Add > Add link	Opens the Add Link dialog, allowing you to add a a link to a Jira issue, Confluence page, or Web page for the selected issue.	ULTIMATE Issue link types may be restricted if there is a Data Model active for selected project.
		Create/Add > Add existing issues	See Adding Existing Issues.
		Data Center Export/Import > Export default Word	Exports the selected issues or pages using the default Word template.
		Data Center Export/Import > Export default Excel	Exports the selected issue or page using the default Excel template.
		Export/Import > Export Template	Opens the Export template dialog. Select the custom Word or Excel template to export the selected issues or pages.	If multiple issues are selected, the option is not under the submenu Export/Import.
		Data Center Export/Import > Export XML	Exports the selected issue or page using the default XSLT (Extensible Stylesheet Language Transformations).
		Data Center ULTIMATE Export/Import > Export ReqIF	Opens the Export ReqIF dialog. Select the ReqIF Field Mapping to be used to generate the ReqIF file. See Export and Import using ReqIF.
		Cut	Stages one or more issues or pages for pasting within the same project.
		Copy	Stages one or more issues for copying in the same project or in a different project.	If a filter is applied to the tree, only issues that satisfy the filter are included in the staged items.
		Paste	Pastes staged issues to the selected folder, as follows: cut and paste: The items are moved to the new location. Paste is only available if the cut items are from the same project as the selected folder. The operation simply moves items within the project tree and can also be accomplished using drag and drop. copy and paste: The Reuse Issues dialog is displayed, where options for copying the items are presented. See Requirements Reuse.	Data Center This operation is disabled while the tree is still loading.
		Remove	Opens the remove issue/page dialog.	Removing issues from the tree removes all its child issues recursively. Issues will not be deleted in Jira and can be added again to the tree.
		Data Center More > Get URL	Creates a URL for the selected issue. Opening the URL in a browser displays the project tree with the folder or requirement preselected.	Only available if a single issue is selected.
		Data Center More > Sort issues