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How can I create a new "SmartView"?

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To create a new "SmartView":

  • Login to your account.
  • Click Requirements tab, then click  Create New SmartView link in the left-panel under "View" section.
    • Alternatively, click Requirements tab and then click  View Requirements link under the tab. In the resulting page, click Create New SmartView link.
  • In the resulting page, complete all the necessary fields and click "Save" button. Most sections are self-explanatory, here is some more detail:
    • Filter Criteria section: Only requirements matching the criteria defined in this section will be displayed in this "SmartView".
    • Sorting Criteria section: Requirements displayed in this "SmartView" will be sorted by this criteria.
    • Columns to Display section: Select columns to be displayed for this "SmartView".
    • Display Child Requirements: Select this to display child requirements using "interactive tree".
    • Only Display Top-Level Requirements: Select this to display parent requirements only.
    • Suppress Superseded Requirements: Select this to omit requirements that have been superseded by other requirements.
    • Access Privileges section: Define who can see and edit this "SmartView".

Video Tutorial: Watch this video tutorial that demonstrates how to create a new "SmartView".

The following documents outline best practices for using SmartViews:

 
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