Truereq Tools

Executive Dashboard
The Executive Dashboard provides an overview of your Workspace, indicating how many requirements and issues are in each phase of a product. The Executive Dashboard is divided into quadrants. The top left and right areas show phase information about requirements, while the bottom left and right areas show phase information about issues. The status of each phase is color-coded in the following way:

• Upcoming - gray
• In Progress - green
• Pending - dark blue
• Due - orange
• Overdue - red
• Done - light blue

To view your Executive Dashboard, click on the Dashboard icon in the icon bar. You can then select which product you wish to view information about from the product dropdown menu at the top of the window.

Charts

• Requirements by Phase- This is a bar chart which shows the number of requirements in each phase. Each bar indicates the number of requirements in each phase, and is color-coded depending on what the status of the phase is.
• Issues by Phase- This is a bar chart which shows the number of issues in each phase. Each bar indicates the number of issues in each phase, and is color-coded depending on what the status of the phase is.
• Requirements Tracking Summary- This is a pie chart which shows the percentage of requirements in each phase status. This is a useful way to track the overall status of your requirements, as it graphically indicates the percentage of your requirements which are in progress, pending, due, overdue, and done.
• Issue Tracking Summary- This is a pie chart which shows the percentage of issues in each phase status. This is a useful way to track the overall status of your issues, as it graphically indicates the percentage of your issues which are in progress, pending, due, overdue, and done.

Reports
Reporting in Truereq lets you run reports which show overall statistics about your Workspace. There are currently four types of reports:

• Summary Report
  This shows all the products and the requirements for each product in a tabular format, including owner, phase, phase end date, and status. Example shown below.
  
  

• Workspace Report
  This shows a list of users in your Workspace with the number of products and requirements they own, as well as the number of sign-offs they have. The report also indicates how many of each item are on time or late.
• Functional Requirements Report
  This lists your requirements and descriptions for those requirements in a layout for use in other documentation, such as a Marketing Requirements Document.
• Functional Requirements Report
  This report shows a list of products, along with all requirements for that product.
• Rankings Report
  This report shows the rankings users have assigned items based on the ranking criteria specified. Example shown below.
  
  

To create a Report:

1. Select an item in the Tree.
2. Select the Reporting tab for that item.
3. Enter a Report name.
4. Choose a report type from the dropdown list.
5. Click Run Report. A preformatted report summarizing all information from the selected item and its sub-tree will appear in another window. You can print the report or save it as HTML.
   
   
   

Tip: To produce a report for the entire Workspace, click on the top folder and create your report.

Rankings
Truereq's ranking system allows you to set up a list of products, requirements, or issues, and compare how different users rank them in order of importance.

To set up a ranking:

1. From the Edit Menu, select Ranking Criteria. This brings up a dialog box in which you can enter a list of criteria. For example, you might include "Time to Development," "Customer Interest," and "Expected Revenue." Click OK when you have entered your list.
   
   
   
   
2. Select an item in the Tree under which you want your new ranking item to appear, and click the ranking icon in the icon bar or select Ranking from the Add menu.
3. You can now drag and drop items from the Tree onto the new ranking item, and those items will appear as items which you can rank. All users who log into the Workspace will see this list of items to rank, and can use the dropdown menu of ranking criteria to assign rankings. Different users' rankings can then be used in a Rankings Report.
   
   
   

To rank a list of items:

1. Click on the ranking icon in the Tree for a ranking that has been set up.
2. You will see a list of items (products, requirements, or issues) to be ranked.
3. Use the Ranking Criteria dropdown menu to choose the criterion you wish to use.
   
   
   
   
4. Select items in the list to be ranked and use the Up and Down buttons to move the items appropriately.