Managing saved requirement document views

Requirement document views let you quickly change the column layout and filter in open documents to display specific requirement information. See Using requirement document views.

You can save views to use the same configuration later, and edit, duplicate, or delete saved views. You may also be able to share views with other users, change the owner, and set default views for security groups.

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. Select a Show option to limit the views displayed.

You can see views you own, views shared with you, all saved views, views owned by inactive users, and views set as defaults for security groups.

Tip:  You can also search for views by name.

3. Click Add to add a saved view. See Adding saved requirement document views.

Tip:  If you already set up a view you want to save, click Views and choose Add Saved View. See Saving the current requirement document view.

4. Click a view name to edit it. See Editing and deleting saved requirement document views.

5. Click the gear icon next to a view and choose Duplicate to create a copy of it. See Duplicating saved requirement document views.

6. Click the gear icon next to a view and choose Share With to share it with specific users, customers, or security groups. See Sharing saved requirement document views.

7. Click the gear icon next to a view and choose Set Owner to change the owner. See Changing a saved requirement document view owner.

8. Click the gear icon next to a view and choose Set As Default to make it a default view that new users see the first time they open a document after they are added to security groups. See Setting default requirement document views for security groups.

9. Select one or more views and click Export to export them to an XML file. See Exporting saved requirement document views.

10. Click Import to import views exported to an XML file from another project. See Importing saved requirement document views.

11. Click the Refresh button to refresh the list.

12. Click the gear icon next to a view and choose Delete to delete it. See Editing and deleting saved requirement document views.

13. Click Close when you finish.

You and users the views are shared with can apply them to open documents. See Applying saved requirement document views.