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<h3>Project list</h3>Projects in Visure are composed, among other things, of:<ul><li>Items (requirements, defects, tests, reviews, etc. – whatever other custom types you may have defined in your project).</li><li>Baselines.</li><li>Filters and views.</li><li>Documents and folder structure.</li><li>Data models that defined the allowed links and link types between the items.</li><li>Attributes and workflows.</li><li>User Groups (roles) users can take in a project.</li><li>Access Partitions that help define the access rights from the user groups to the items.</li><li>Configuration and settings.</li></ul>&nbsp;Unless the reusability option is enabled, in which case, we will be able to share items among projects, all of these elements exist only in the project they were created. For instance, an attribute or a view may not be created to apply to multiple projects.Therefore, it is important to determine what a “Visure project” means within your organization. A “Visure project” may be equivalent to a product in one organization, whereas it may be equivalent to a component, or a set of components in another.Clicking on the “Projects” icon in the navigation panel will take you to the list of active projects in the repository.<img src="https://cdn-assets.productfruits.com/fd51368b-6266-4396-8921-c437f05d987c">&nbsp;From this view, you will be able to:<ul><li>Search the list of projects.</li><li>Export the list to Excel.</li><li>Create new projects.</li><li>Edit projects.</li><li>Generate a project template out of a project.</li><li>Delete projects.</li><li>Restore projects.</li><li>Purge projects.</li></ul><h3>Search the list of projects</h3>Administrators may search the list of projects making use of the search bar at the top of the application.&nbsp;<img src="https://cdn-assets.productfruits.com/c6c0f51c-9b92-4183-a92d-d88716659dcc"><h3>Export to Excel</h3>The Export to Excel button (<img class="image_resized" style="width:11.07%;" src="https://cdn-assets.productfruits.com/e1f8bad8-17cb-4db4-b005-145bf41b3401">) will generate an Excel spreadsheet with the complete list of projects the administrator has access to, including the Code, Name and Creation date.<h3>&nbsp;</h3>&nbsp;

Creating clear and effective reports is crucial for managing and communicating project requirements, traceability, and test results. Visure offers robust export capabilities to Excel and Word, allowing you to customize your reports according to your needs. This guide provides tips and hints to help you create professional and actionable reports.<hr><h4>1. Choose the Right Export Format</h4><ul><li>Excel: Best for tabular data, analysis, and flexibility in filtering or sorting information.</li><li>Word: Ideal for formal documentation with structured narratives or summaries.</li></ul><img src="https://cdn-assets.productfruits.com/641e2a76-6c9f-41ee-843a-e381a554aa3c"><hr><h4>2. Steps to Export to Excel</h4>To export to Excel effectively, follow these steps:Select the Columns to Export<ul><li>Navigate to the document or module you want to report on.</li><li>Use the column selector to include only the necessary attributes (e.g., "Approvers," "Approval Due Date," "Test Status," "Test Results," "Tester").</li><li>Avoid cluttering your report with unnecessary data.</li></ul>Filter the Data<ul><li>Apply filters to focus on specific elements or criteria (e.g., filtering only tests marked as "Failed" or requirements with a "High" priority).</li><li>Filtering ensures the report is concise and relevant.</li></ul>Save the View Configuration<ul><li>Save your selected column and filter configuration as a View.</li><li>Access this View later from the Views Section to generate updated reports with the same settings, saving time and maintaining consistency.</li></ul>Export to Excel<ul><li>Once your data is ready, click Export to Excel.</li><li>You can export the whole document or select the ones you need.</li></ul><img src="https://cdn-assets.productfruits.com/60990308-fb24-4a74-b233-a2285c31001d"><ul><li>Visure will apply your filters and selected columns to the exported file.</li></ul><hr><h4>3. Steps to Export to Word</h4><ul><li>Open the document you want to export.</li><li>Create a new configuration</li><li>Optional, use your own Word Template.</li><li>Filter the items/requirements you want to export by selecting an attribute from the dropdown menu. This gives you control on the export and allows you to create different configuration based on your needs</li></ul><img src="https://cdn-assets.productfruits.com/43efe0a2-88a1-41d1-85a5-576cf5a76b45"><ul><li>Customize the structure of the document by organizing the data hierarchically (if needed).</li><li>Apply formatting or templates to ensure the Word document adheres to your organization's reporting standards.</li></ul><hr><h4>4. Tips for Using Filters Effectively</h4>Filters are a powerful tool for creating focused reports. Use them to:<ul><li>Highlight approvals by showing attributes like "Approvers" and "Approval Due Date."</li><li>Track test results by filtering attributes such as "Test Status," "Tester," or "Execution Date."</li><li>Focus on critical requirements by filtering for high-priority items or those with unresolved issues.</li></ul><hr><h4>5. Saving and Reusing Views</h4>Saved views streamline the reporting process by letting you reuse configurations for future reports. Here's how:<ul><li>After setting up your columns and filters, save the configuration as a View.</li><li>Access this View any time to quickly generate reports with consistent formatting and data selection.</li></ul><hr><h4>6. Additional Best Practices</h4><ul><li>Plan Your Reports: Before exporting, define the purpose of the report and the audience. This helps in selecting relevant data.</li><li>Review and Refine: Preview your report before exporting to ensure clarity and accuracy.</li><li>Automate Where Possible: If you need to generate the same report frequently, save configurations to reduce effort.</li></ul><hr>&nbsp;

Managing test cases in Visure involves organizing your tests, linking them to requirements, executing them, and tracking results. This guide will walk you through the essentials to help you navigate Visure’s test management features with ease.<img src="https://cdn-assets.productfruits.com/28288ffe-97df-4547-8f43-002ab951d456"><hr><h3>1. Organizing Your Test Cases</h3>What Are Test Suites? Test Suites in Visure are collections of related test cases that help you organize your testing efforts. You can group test cases by feature, module, or testing phase (e.g., regression or integration testing).How to Create Test Suites:<ol><li>Navigate to the Test Suites section in Visure.</li><li>Create a new Test Suite and name it (e.g., "Login Tests").</li><li>Add test cases to the suite and define attributes like:<ul><li>Priority</li><li>Status (e.g., New, Approved)</li><li>Expected results</li></ul></li></ol>Best Practices for Beginners:<ul><li>Start with a simple structure: one suite per feature or module.</li><li>Use clear, descriptive names for your test cases.</li></ul><hr><h3>2. Linking Test Cases to Requirements</h3>Why Link Test Cases to Requirements? Linking test cases to requirements ensures traceability, helping you confirm that all project requirements are validated through testing.Steps to Link Requirements to Test Cases: Before linking, ensure you have set up a relationship between the Requirements Document and the Test Suite in the Data Model. Here’s how to do it:Create the Relationship in the Data Model:<ul><li>Go to the Data Model Configuration section in Visure.</li><li>Define a relationship between the Requirements Document and the Test Suite (e.g., “Verified by").</li><li>Save and apply the updated Data Model to your project.</li></ul>Link Requirements to the Test Suite:<ul><li>Open the Test Suite where you want to create links.</li><li>Select the Start Link option.</li><li>Navigate to the Requirements Document, select the requirement you want to link, and click End Link.</li></ul>Repeat for All Requirements:<ul><li>Ensure every requirement is linked to at least one test case to maintain full traceability.</li></ul><hr><h3>3. Creating and Using Test Plans</h3>What Is a Test Plan? A Test Plan defines the scope and structure of your testing efforts. It automatically creates test executions for all the test cases in the selected suites.How to Create a Test Plan:<ol><li>Navigate to the Test Plans section in Visure.</li><li>Create a new Test Plan and select the Test Suites you want to include.</li><li>Save the plan, and Visure will automatically create test executions.</li></ol><hr><h3>4. Executing Test Cases</h3>How to Execute Tests:<ol><li>Open the relevant Test Plan or Test Suite.</li><li>Begin executing test cases by marking their status (e.g., Pass, Fail, Blocked).</li><li>Add observations or comments to document results.</li></ol>Tracking Results: Visure automatically traces execution results back to their linked requirements, providing clear visibility into testing progress.Pro Tip for Beginners: Prioritize critical test cases early in the project to uncover potential risks.<hr><h3>5. Using Traceability to Ensure Coverage</h3>What Is the Traceability Matrix? The Traceability Matrix visually displays links between requirements, test cases, and defects. It helps you verify full coverage and identify gaps.How to Use the Traceability Matrix:<ol><li>Open the Traceability Matrix in Visure.</li><li>Review existing links to confirm that all requirements are validated.</li><li>Add missing links or update relationships as needed.</li></ol><hr>&nbsp;

Getting Started with Test Management in Visure: A Guide for New Users

<h2>Step 1: Connect Documents with a Link Type in the Data Model</h2>Before you can create traceability links between elements, the documents where those elements reside must be connected through a Link Type in the Data Model.<h3>What is a Link Type?</h3>A Link Type defines the kind of relationship between elements in two different document types. For example, you might create a link type called "verifies" to connect Requirements to Test Cases.<h3>How to Add a Link Type:</h3><ol><li>Go to Data Models.</li><li>Create a Data Model.</li><li>Select the documents you want to connect (e.g., System Requirements and Test Cases).</li><li>Create a new Link Type.</li><li>Clicking Add Link Type.</li><li>Naming the link (e.g., "Verified by," "Implemented by").</li><li>Choosing the source and target document types.</li><li>Save the Data Model.</li></ol><blockquote>Note: If you don't have a link type yet, you can create one directly when setting up your data model. This ensures that your documents can be linked for traceability.</blockquote><hr><h2>Step 2: Create Traceability Links Between Items</h2>Once your documents are connected via a Link Type, you can begin creating traceability links between individual elements.<h3>Methods to Create Links:</h3>Option 1: Right-Click Method<ul><li>Open the document where your source item is located.</li><li>Right-click on the item you want to start linking from.</li><li>Select Start Link.</li><li>Navigate to the document containing your target item.</li><li>Right-click on the item and select End Link.</li></ul>Option 2: Traceability Panel<ul><li>Open the Traceability Panel (usually found in the right sidebar).</li><li>Drag and drop items from the list into the traceability area to link them.</li><li>You can view and manage existing links here as well.</li></ul><hr><h2>Step 3: Visualize Traceability</h2>After creating links, you can easily visualize and analyze them through different tools:<ul><li>Traceability Matrix: Provides a grid view showing all links between elements.</li><li>Traceability Tree: Displays hierarchical relations for a selected item.</li><li>Suspect Links: Automatically identify changes in linked items that may affect other elements.</li></ul><hr><h2>Step 4: Maintain and Review Links</h2>Maintaining traceability is an ongoing process:<ul><li>Regularly review suspect links.</li><li>Ensure new items are properly linked.</li><li>Use filters and views to focus on specific traceability paths.</li></ul>

How to Perform Traceability in Visure

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