Polarion Requirements Power User Training
This course will give you a detailed overview how to customize Polarion to your own needs and processes from a requirements management perspective.
It covers the management of roles, users and rights. You will know how to create, manage and organize projects in Polarion. People attending the course will be able to define their organization's workflows with custom items, custom attributes, custom conditions and workflow–based collaboration and notifications.
You will learn how requirements can be tracked and managed in Polarion. You will be familiar with the different ways to author requirements by using different methods of elicitation provided by Polarion. You will learn how to create or modify and reuse requirements, submit for approval, and track their adoption. As Traceability is a key element to successfully manage requirements, you will learn how to manage and maintain Traceability throughout the lifecycle of a requirement.
Via Polarion's unique LiveDoc technology you will learn how to synchronize requirements in Polarion with Microsoft Office® Word and Excel documents used by others.
Course Agenda
- User, roles and righs
- Creating custom work items
- Custom fields
- Custom work item layouts
- Custom link roles
- Custom workflow
- Read-only fields based on status
- Custom work item menus
- Notifications
- Auto-Assignments
- Calculated fields
- Document configuration
- Document export templates
- PDF export templates
- Live Plan configuration
- Custom role-based views
- Custom metrics and charts
- Wiki reports
Additional Information
| Max. number of attendees | 5 |
| Duration | 1 day |
| Target group | System Administrator, Project Leader, Project Manager |
| Format | On site |