Adding saved requirement document views

You can add saved requirement document views without setting up the columns and filter in an open document first. To save a view already set up in an open document, see Saving the current requirement document view.

1. In an open requirement document, click Views and choose Manage Saved Views.

The Saved Views dialog box opens. The available options depend on your security permissions.

2. Click Add.

The Add Saved View dialog box opens.

3. Enter a Name to identify the view. You can enter up to 32 characters.

4. Enter a Description to explain the information the view displays. You can enter up to 255 characters.

5. Select a Share with option.

  • No one prevents all other users and customers from using the view.
  • Everyone shares the view with all users and customers.
  • All users shares the view with other users.
  • All customers shares the view with customers.
  • Specific users and customers shares the view with the selected users and customers.
  • Security groups shares the view with the selected security groups.

6. Select a Filter to only display specific requirements in the view.

the Warning icon indicates a conflict between the selected filter and users the view is shared with. Make sure the filter is shared with users who use the view. See Editing filters.

7. Expand the Document Columns options to select the columns to display in the view.

Select the columns to include from the Available columns list and click the Add button to move them to the Selected columns list. You can search for columns by name. Click Top, Move Up, Move Down, or Bottom to reorder the columns. To remove a column, select it in the Selected columns list and click the Remove button.

8. Click Add to save the view.