Polarion 19 User and Administrator Help

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SIEMENS Polarion 19 User and Administrator Help POL002 • 19 Contents Getting Started . 1-1 Learn Polarion basics . 2-1 Create a user account and log on . 2-1 Change password, email, and personal info . 2-4 Disable email notifications . 2-6 Understand your user permissions . 2-6 Navigation and content . 2-7 Navigation topics . 2-11 Search the Portal . 2-15 Create a project . 2-17 Project definition and options for creating . 2-17 Create a new project from a template . 2-18 Access projects . 2-22 Open an existing project . 2-22 Access a project's documents . 2-24 Access Project Work Items . 2-25 User Guide . 3-1 Home . 3-1 About Home pages . 3-1 Work with Home pages . 3-1 Your personal Home page . 3-2 Personalize Navigation . 3-7 Dashboard . 3-10 Work with the Dashboard . 3-10 Repository and Project Group Dashboards . 3-11 Project dashboard . 3-12 Edit and update the Dashboard topic . 3-13 Plans . 3-14 About Plans . 3-14 Browse Plans . 3-15 Review a Plan . 3-16 Create a new Plan in a project . 3-17 Set Plan properties . 3-18 Understand Plan actions . 3-20 Start and finish a Plan . 3-21 Review a Plan's history . 3-21 Create Plan reports . 3-22 Plan and prioritize Work Items . 3-23 Work Items . 3-26 Work Items overview . 3-26 User and Administration Help 1 CoContentsntents Work Item types . 3-26 Table view . 3-27 Tree view . 3-28 Live Plan view . 3-29 Road Map view . 3-30 Multi Edit view . 3-31 Matrix view . 3-32 Time Sheet view . 3-33 Work Item browser and editor panes . 3-35 Link to another Work Item . 3-36 Import Work Items . 3-37 Browse Work Items . 3-44 Search Work Items . 3-50 Create and edit Work Items . 3-55 Review and Approve Work Items . 3-70 Assign a Work Item . 3-95 Change a Work Item's status . 3-96 Prioritize Work Items . 3-96 Work Item Comments . 3-102 Attach files to a Work Item . 3-104 Voting . 3-105 View Work Item History . 3-105 Set and remove Watches . 3-105 Set Planning constraints . 3-106 Print Work Items . 3-106 Clipboard operations . 3-107 Link Work Items . 3-108 Export Work Items . 3-128 Work Item actions . ..

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