Accessing Projects

All active users normally have read access to projects. You may also have write (change) access and other permissions, depending on your role on your team.

To access a project

  1. Log in to your Polarion system.

    If your Polarion system is configured to run multiple Polarion servers, you can select the server that hosts the project you want to access on the login page.

    If this is your first login, you will see the home page of the current server (Repository). Otherwise, Polarion will open the topic and page you were viewing when you previously logged out.

  2. To open a different project, click the name of the current project or repository shown in the Navigation panel.

  3. If you have recently accessed the project, it appears in the Recent section of the drop-down menu. Click on the menu item to open the project.

  4. If the desired project does not appear in the menu, click Open Project or Project Group in the Actions section of the menu.

  5. Select the Project you want to access in the Open Project or Project Group dialog. If the project is one of a project group, you may have to expand the project group node (in the All Projects tab) to select the project.

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    If there are many projects in the system, you can select the My Projects tab to limit the list to only those project for which you are assigned some role.

If you want to see dashboard and report data for a group of projects, select the desired project group (green folder) in the steps above rather than an individual project (blue folder).

Automatic Project Access

If you know a URL in your Polarion system, you can navigate directly to it by entering it in your browser's address bar. You may find it useful to create bookmarks/Favorites in your browser for frequently visited URLs in your Polarion system.

Accessing a Different Server

Some Polarion systems are configured for multiple Polarion servers. On such systems, you might be logged in to one server and then need to access a project on a different server. To switch servers:

  1. Click the name of the current project or repository shown in the Navigation panel.

  2. In the drop-down menu, click Open Project or Project Group in the Actions section.

  3. In the dialog, locate the server you want to switch to in the Switch to Server section and click on it. You will be taken to the Home page of the repository of the selected server (if logging in for the first time), or the topic and page you were viewing the last time you logged in.

    Figure 2.4. Switching Servers

    Switching Servers

    You can switch servers while working in the portal

Accessing Project Documents

Documents belonging to a project are found under the Documents and Pages topic in Navigation. Documents may be located in the Default space, or in another user-created space. The Index page of every space lists all the LiveDoc Documents (and Pages) in the space. For information on working with Documents, see User Guide: Documents and Pages Topic.

Legacy Documents

If you have legacy "live" documents created with Polarion versions 2010 and earlier, in Word or Excel format, these documents still exist in the repository but they are no longer indexed, and consequently will not appear in query results. If you still need the legacy documents in that format, and you want them indexed, please consult Polarion technical support.

Accessing Project Work Items

Work Item is a general term applied to artifacts that need to be worked on or processed by team members. Work Items most often represent things like Requirements, Tasks, Change Requests, Test Cases, and Defects. (Work Item types can be configured to represent anything.)

For quick access to Work Items, click the Work Items topic in the Navigation pane when the relevant Project open.

Work Item View Selection

The Work Items page provides several views that render sets of Work Items in different ways, and enable editing and other operations with them:

Figure 2.5. Work Item Views

Work Item Views

Selecting a Work Item view in the Work Items topic.

The names of the views describe the format or functionality of the information presented. The views available in the menu when you select Work Items in Navigation depends on the product license you are currently using. Not all licenses show all Work Items views.

  • Table: Displays a table of Work Items accessed by the current navigation selection and/or query.

  • Live Plan: Presents a Live Plan of just the Work Items accessed by the current navigation selection and/or search query. You can select a Work Item in the chart and edit it in the detail area.

  • Road Map: Presents a table of Work Items selected by the current navigation and/or search query. You can further filter the selection according to Time Point.

  • Matrix: Enables you to trace links between Work Items. You create two system queries: one for Rows and one for Columns of the matrix. With the search results you can specify the relationship you want to see in the results: dependency, duplication, relativity, etc.

  • Multi Edit: Places all Work Items in the current navigation or query selection into edit mode in which the main data fields can be edited.

  • Time Sheet: Enables initial time reporting, or redistribution of reported time for a set of Work Items (usually for a specified period of time).

Using queries and shortcuts

You can use queries and Shortcuts to filter the list of Work Items retrieved in different pages displaying Work Items.

  • You can filter the Work Items topic for a particular type of Work Item by clicking on the one of the sub-topics of the Work Items topic.

  • You can use certain Shortcuts in the Navigation pane to filter the list of Work Items. For example, the My Work Items shortcut limits the display to only items assigned to you.

  • You can further refine any set of retrieved items using a query. The parameters of the current query are always shown visually in the Query Builder located in the page toolbar. You can modify the current query to further filter the Work Items shown.

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You can save the results of any query plus the current navigation topic and Work Items view as a Shortcut by clicking the Save As Shortcut icon in the Navigation pane.

Figure 2.6. Creating a Shortcut

Creating a Shortcut

Saving a shortcut stores the page Work Items view, all query parts, table columns, and table sorting.

For more information about configuring shortcuts, see Administrator's Guide: Configuring Shortcuts and Favorites.

Accessing Project Pages

Each project you create contains at least one space containing a default set of Pages. The content can vary according to which product you have, and which Project Template was used to create the project. If the project has been in progress for some time, it is possible that the project contains more than just the default Pages provided by the project template.

To access a project's Pages:

  1. Log in, and open the project (see User Guide: Accessing Projects).

  2. In the Navigation pane, click Documents and Pages.

  3. Expand the node for any space and click on Index to access t table of the project's Pages and Documents.

For more information on using Pages, see User Guide: Working With Pages