Workspace

Overview

A Workspace is an environment that is required to work with the analysis tools available in the Requirements Analysis feature. These tools can help organizations quantify, assign, track, and determine the course of a project.

To get started, click Requirements Analysis on the left navigation bar.

• If this is your first time accessing Requirements Analysis, the following page displays.
  
• If a workspace already exists, the following page displays.
  

Topics Included in This Article

• Creating Workspaces
  • Creating Workspaces Associated with Projects
  • Creating Standalone Workspaces
• Adding Documents to Workspaces
  • Adding Documents to Workspaces Associated with Projects
  • Adding Documents to Standalone Workspaces
• Managing Workspaces 
  • Renaming Workspaces
  • Deleting Workspaces
• Workspace Menu
  • About
  • Documents
  • Activities

Creating Workspaces

Workspaces can be created either as a standalone workspace or a workspace that is associated with a project. Standalone workspaces are better suited for the early stages where initial documents have to be analyzed. The documents to be analyzed will have to be uploaded to the workspace. Workspaces that are tied to a project will have the documents uploaded to the project readily available for analysis.

Note: A Workspace can only be associated with one project. However, a project can have multiple workspaces.

Creating Workspaces Associated with Projects

1. Click Create Workspace.
2. Enter a name for the workspace and select a project to associate with it from the list displayed.
   
   Note: When a workspace is created from the Requirements Analysis Tab of Projects, the system will automatically filter the projects list as shown below:
   
   
3. Click Done. A success message displays.
   

Creating Standalone Workspaces

1. Click Create Workspace.
2. Turn the Create Workspace with Project toggle off.
   
3. Enter the Workspace Name and the other details. Then, click Done.
   
4. A success message is displayed.
   

Adding Documents to Workspaces

Once the workspace is created, you can select and add the documents you want to analyze. Multiple documents from a project can be added to a Workspace.

Note: Currently, we support Microsoft Word (.docx) and .pdf formats only. 

Adding Documents to Workspaces Associated with Projects

1. Choose the documents you want to analyze from the list of documents on the Add Documents page.
   
   Note: You can use the Search box to find the documents uploaded to the project if necessary.
   
2. Click the Preview icon to preview the document.
   
3. Click Done. The Compliance Matrix page displays.
   

Adding Documents to Standalone Workspaces

1. Click Upload Document and browse for the file(s) on your computer, or drag the file(s) into the window to upload it.
   
   Note: To remove an uploaded file, click the X icon to the far right of the file; then, click Remove on the confirmation pop-up to remove the file.
   
   
2. Click Done after selecting the files.
   
   A success message is displayed on the bottom right corner of the page.
   

Managing Workspaces

The Requirements Analysis page provides an overview of all workspaces. Features include:

1. Workspaces: Lists all the workspaces.
2. Toggle Switch: Toggles between All Workspaces and Your Workspace.
3. Search: Searches through the list of Workspaces, and supports the advanced search and filtering options.
   

Renaming Workspaces

To edit the name of a Workspace:

1. Click the Edit icon on the far right.
   
2. Rename the workspace as required and click Confirm.
   
   The name is updated and a success message is displayed.
   

Deleting Workspaces

To delete a workspace:

1. Click the Delete icon on the far right.
   
2. Click Delete on the confirmation pop-up.
   
   The workspace is deleted and a confirmation message is displayed.