Chapter 2. User Guide
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Chapter 2. User Guide

Table of Contents

1. Portal Tour
1.1. Polarion Header
1.2. Navigation Zone
1.2.1. The Perspectives
1.3. The Work Zone
1.3.1. Search Bar
1.4. Portal Footer
1.5. Frequently Used Topics
1.5.1. Work Items Topic
1.5.2. Overview Topic
1.5.3. Quality Topic
2. Getting Started with Projects
2.1. Creating Projects
2.2. Accessing Projects
2.2.1. Accessing Project Documents
2.2.2. Accessing Project Work Items
2.3. Exporting to MS Project
2.3.1. Opening the exported file in MS Project
2.4. Importing from Microsoft Project
3. Work Item Basics
3.1. Work Item Types
3.2. Browsing Work Items
3.2.1. Sorting Work Items
3.2.2. Customizing the Work Items Table
3.2.3. Using "My Hats"
3.3. Searching Work Items
3.3.1. Using the Query Builder
3.3.2. Query Language and Editing a Query
3.3.3. Stored and shared queries
3.4. Creating and Editing Work Items
3.4.1. Creating New Work Items
3.4.2. Editing Work Items
3.5. Common Operations with Work Items
3.5.1. Assigning a Work Item
3.5.2. Changing a Work Item's status
3.5.3. Adding Comments to a Work Item
3.5.4. Attaching Files to a Work Item
3.5.5. Voting
3.5.6. Viewing Work Item History
3.5.7. Setting and Removing Watches
3.5.8. Setting Planning Constraints
3.5.9. Printing Work Items
3.6. Linking Work Items
3.6.1. Linking individual Work Items
3.6.2. Linking Multiple Work Items at Once
3.6.3. Using the Matrix view to create and browse links
3.6.4. Creating Links in Multi Edit View
3.6.5. How Links are handled in Live Plan
3.6.6. Suspect Links
3.6.7. Work Item Hyperlinks
3.7. Exporting Work Items
3.7.1. Linked Work Items in Exports
3.7.2. Exporting the Hierarchical Table View
3.7.3. Exporting the Matrix View
3.7.4. Exporting to a Live Document
3.8. Work Item Actions
3.8.1. Duplicating a Work Item in the same project
3.8.2. Changing the Work Item Type
3.8.3. Duplicating a Work Item in a different project
3.8.4. Creating new Work Items and Links in a single operation
3.9. Creating and Comparing Baselines
3.9.1. Creating a Baseline
3.9.2. Comparing baselines
4. Polarion for Requirements Engineers
4.1. Overview of Capabilities
4.2. Inception Phase
4.2.1. Creating a New Requirement in the Portal
4.2.2. Working with Live Documents
4.2.3. Designing Requirements with Multi Edit
4.3. Revision Phase
4.3.1. Revising requirements using Live Documents
4.4. Approval Phase
4.4.1. Assigning Approver(s) to Work Items
4.4.2. Approving or Disapproving Work Items
4.5. About Live Document Templates
4.5.1. Working with Local Files
5. Polarion for Project Managers
5.1. Project Planning
5.1.1. Brief Overview
5.1.2. Updating the Live Plan
5.1.3. Understanding Live Plan Scheduling
5.1.4. Setting up Work Items for Live Plan
5.1.5. Estimating Work Item Duration
5.2. Using Project Dashboards
5.2.1. Accessing the Main Project Dashboards
5.3. Generating Reports
5.3.1. Time and Progress Reports
5.3.2. Reviewing Baselines and Baseline Reports
5.3.3. Generating and Reviewing Work Reports
5.3.4. CMMI Report
6. Polarion for Developers
6.1. Accessing Projects
6.2. Locating your Work Items
6.2.1. Using Search to find Work Items
6.2.2. Using Shortcuts to locate Work Items
6.2.3. Using Topics to locate Work Items
6.3. Common Tasks and Operations
6.3.1. Viewing and Editing a Work Item
6.3.2. Estimating Work Item Time
6.3.3. Reporting Time for Individual Work Items
6.3.4. Using the Time Sheet View
6.3.5. Work Item Discussion and Comments
6.3.6. Resolving or Closing a Work Item
6.3.7. Working with Builds
6.3.8. Working with Tests
6.3.9. Viewing source code and documentation
6.4. Configuring your Working Calendar
6.4.1. Accessing your Working Calendar
6.4.2. Editing your Working Calendar
7. Collaborating Via Wiki
7.1. Accessing the Wiki
7.2. Getting Started with Wikis
7.2.1. Creating a New Wiki Space
7.2.2. Navigating Between Wiki Spaces
7.3. Common Wiki Operations
7.3.1. Adding a New Wiki Page
7.3.2. Updating Existing Wiki Pages
7.3.3. Working with Attachments
7.4. Editing Wiki Pages
7.4.1. Switching Editors
7.4.2. Using the Rich Text Editor
7.4.3. Using the Wiki Editor
7.5. Searching the Wiki
7.5.1. Using Global Search
7.5.2. Searching Across Wiki Pages
7.6. Working with Wiki History
7.6.1. Finding a Specific Revision
7.6.2. Rolling Back Changes
7.6.3. Download Attachments from a Revision
7.7. Wiki Administration Operations
7.7.1. Deleting a Wiki Page
7.7.2. Deleting a Wiki Space

The User Guide provides an in-depth guide to working with Polarion ALM. This "book" is mainly oriented to the tasks and operations that end users perform while using Polarion ALM. The first section introduces the major components of the web portal user interface. This is followed by a section that covers the most common things most people need to do when working on projects managed with Polarion ALM. Later you will find "specialized" sections oriented toward the common tasks of specific types of users: Project Managers and Developers, for example. You can browse through the Table of Contents to see the organization of the various topics covered in the User Guide.

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17. System Tuning for Advanced Administrators Home 1. Portal Tour