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New Features

Installing TRUEreq

Configuring your Workspace

Workspace Interface Overview

TRUEreq Requirements Tree

Item Detail Window

List View Window

Menus and Icon Bar

Workflow Control

Permissions

Import and Export

TRUEreq Tools

TRUEreq Web Tools

Working with multiple Workspaces

Glossary

spacer List View Window

Clicking on the List View icon in the icon bar , or selecting the List View item from the View menu, changes the Detail View window to the List View.

TRUEreq's List View displays your tree data in a column and row layout: one row per item in the tree, with columns including owners, start date, end date, and user defined Custom Fields.

The List View is designed to allow you to sort, evaluate, and reorder your information in a more global manner. For instance, in the list view you could display your entire project, then show only tasks which were not completed, then sort them by owner, allowing you to see at a glance which tasks remained to be completed, and which members of the team were responsible for these tasks.

Note: Neither Attachments nor Change Requests are displayed in the List View. To show custom fields, select View > Custom Fields.

To open the List View, click the List View icon in the icon bar.

Working with the List View

In the List View window, you may reorder items under a node by selecting an item and using the up and down buttons to reposition it; move items to a new folder or product in the tree (re-parent items) using the same buttons; and add new entries by clicking on an item, then using the right mouse or Insert menu items to add a new entry. The Main Tree is updated when your data is published. (Note that any new item added will appear at the bottom of the list when added, and will appear under its parent item when the tree view is regenerated.)

 

Row Operations

  • Insert: Adds a new item to the tree as a child of the current selected item.
  • Delete: Deletes any selected items.
  • Move To : Allows you to move any selected items to a different part of the tree by navigating to the appropriate location in the tree map that appears to the right.
  • Move Up : Move an item up one item in the tree.
  • Move Down : Move an item down one item in the tree.
  • Hide : Hides the selected rows.
  • Hide Unselected Rows : Hides rows not selected.

Column Operations

  • New Column : Create a new column. This will add a custom field to your workspace. You can name the column, and choose a type of Text, Number, or Date. Date columns will have a date picker for easier data entry.
  • Rename Column : Renames the selected column. This will change the name of the custom field shown in that column for your workspace.
  • Delete Column : Deletes the selected column. This will delete the custom field and all values from your workspace.
  • Make Unsortable : By default, whenever you click on a column heading in List View, the entire table will be resorted by that column. You can disable sorting on a column-by-column basis by making a column unsortable with this command.
  • Make Sortable : This will make a column that you have previously made unsortable sortable.
  • Hide Column : Hides the column.
  • Show Column : Choose to show any hidden columns.
  • Show All Columns : Choose to show all columns.

Selecting items to show in the List View

  • Columns: Hide columns by clicking on the column header, then using the right mouse menu to hide the selected column. Show Hidden columns by selecting Show Column or Show All Columns from the View menu.
  • Rows: Hide rows by selecting them singly, or by using the shift or control key to select multiple rows, then using the right mouse menu to hide them. You can either hide the rows you've selected, or hide the ones you have not selected. Show hidden Rows by using the tab windows at the bottom of the list view, or the Goto items in the View menu.
  • Custom Fields: Show user-defined custom fields by selecting the View > Custom Fields menu item. Once added to the List View, Custom Fields may be used in the same manner as other column data to resort and evaluate your Tree data.

Reordering the List View

  • Columns may be reordered by clicking on the header, and dragging them into the desired position.
  • Rows may be reordered by selecting the row, then using the Up and Down buttons to reposition it.
  • Sort items alphabetically by clicking on the desired sort column's header.

    TIP: If you change the columns shown, or their order, TRUEreq will remember your settings the next time you log in.

Adding Items to the Tree in the List View

The list view may also be used to change data in the Requirements tree. To change entries, simply double-click on the cell containing the information you wish to change to invoke the appropriate pull down menu.

Note: Clicking on an item in the Tree View will update any changes made to the structure or details of the Tree in the List View.

To return to the Tree View order, switch to Detail view, then reselect the List View.

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Copyright © 2002-2004. ProductSoft, Inc. All Rights Reserved. TRUEreq by ProductSoft™ and TRUEreq™ are trademark of Truereq, Inc. All other trademarks used herein are the property of their respective companies.

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