Creating collections

A collection is a set of artifacts level that you create for a specific purpose. The artifacts in the collection can be the latest version in your project or you can set them to versions captured in a project snapshot.

About this task

To watch a movie that shows how to create a collection, click here.

Procedure

To create a collection:

  1. Do either of the following actions:
    • From the Projects page, click the Artifacts tab or the Requirements tab and select the artifacts you want to add to the collection. Then right-click and select Add to New Collection from the popup menu.
    • From the Projects page, click the Collections tab and then click Create Collection.
    The Create Collection window is displayed.
  2. Type a name for the collection plus any project, folder, or tag information. To specify a specific set of artifact versions, optionally select a snapshot from the Version of Artifacts section of the wizard.
    • If you select a snapshot, the artifacts that will be added to the collection are the versions from the snapshot.
    • If you do not select a snapshot, the artifacts that will be added are the latest or "live" version of your artifacts (and will remain so even if the artifacts are edited outside the collection).
  3. Click Finish. The Collection Editor is displayed.
  4. If you did not already populate the collection with artifacts, then click Add Artifact and select the artifacts you want to add. Then click OK.
  5. Optionally, select choices from the other buttons in the editor. Select Manage Collection > Set Artifacts Version to set the artifact versions in the collection to those contained in a particular snapshot.
    Note: If there are artifacts in the collection editor that are not in the snapshot that you select, then the artifacts appear greyed out.
  6. Select Create Review to start creating a review of the collection.
    Tip:
    • If you select a project snapshot after the live artifacts appear in the Collection Editor, the artifacts will be dynamically replaced with those from the selected snapshot. If you specify a snapshot, but then decide that you want to revert to the latest version of the artifacts, select Live Artifacts from the Set Artifacts Version window.
    • To compare two different versions of a collection, select Manage Collection > Compare Collection Versions. Note that you can only compare the versions of collections that exist in project snapshots.

Results

After you save your collection, it is displayed in the Project Page Collections tab.

Exporting Collections

You can export a collection to Microsoft Word format from within the collection editor by selecting this export choice from the header drop-down menu header drop-down menu. If you have upgraded to V2.0.0.2, you can also export a collection to CSV format.


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