Modifying the hierarchy of artifacts in a module

You can modify the hierarchy of artifacts in a module by moving an artifact or a section of artifacts, or by promoting or demoting artifacts.

About this task

Watch a video about modifying the hierarchy of artifacts in a module.

You can select how many hierarchy levels to show in a module from the Configure Page Settings list. When you select a level, only rows with a depth at or below that level are shown. After you specify the hierarchy levels of artifacts, you can modify the levels.

When you demote an artifact, you place it in a lower hierarchy level than its preceding artifact. Demoted artifacts are indented. When you promote an artifact, you move an indented artifact to a higher level in the hierarchy. You can move artifacts within one module or between two modules.

If you move an artifact that is at the top level of the hierarchy, all the artifacts in its section are also moved. For example, this image shows a module that contains the General Description artifact and its child artifacts, and the Specific Requirements artifact and its child artifacts:
Module screen capture
If you move the General Description artifact below the Specific Requirements artifact, the General Description artifact and all its child artifacts are moved. In addition, the numbering of the hierarchy is reordered.
Module example
Tip:

You can move an artifact by dragging it to a new position in the module. However, the drop behavior changes based on whether you drop the artifact on a collapsed or expanded section. If the target section is collapsed, the artifact is dropped as a sibling artifact. If the target section is expanded, the artifact is dropped as a child artifact.

You can control whether a section is collapsed or expanded before or while you move an artifact. To expand a collapsed section while you are dragging an artifact, hover the cursor in front of the section number, as shown in this image: Arrow in front of a section number.

Procedure

You can move artifacts by cutting and pasting them or by dragging them. You can also promote or demote them in the module hierarchy.

  • To move an artifact by cutting and pasting it:
    1. Hover the cursor over the left column of the artifact to move, click the menu Pencil icon, and then click Cut Artifact.
    2. Hover the cursor over the left column of another artifact, click the menu Pencil icon, and click Paste Artifact to paste the artifact in the same hierarchy level as the selected artifact. For more paste options, click Paste Special, and then click one of these menu items:
      • Click Paste Artifact Below to paste in the hierarchy level that is below the selected artifact.
      • Click Paste Artifact Before to paste in the same hierarchy level as the selected artifact. The pasted artifact is displayed above the selected artifact.
      • Click Paste Artifact After to paste in the same hierarchy level as the selected artifact. The pasted artifact is displayed under the selected artifact.
  • To move an artifact by dragging it:
    1. Hover the cursor in front of an artifact until it changes to a four-sided arrow, as shown in this image:
      drag area graphic
    2. Drag the artifact to a new position in the hierarchy.
    The numbering of the hierarchy changes to reflect the new position of the artifact.
    Tip: If you press the Ctrl key while you drag the artifact, the Paste Special window opens, in which you can duplicate or reuse the artifact instead of moving it.
  • To promote or demote an artifact:
    • Hover over the artifact, click the menu Pencil icon, and select either Promote Artifact or Demote Artifact.
    • While you edit an artifact row, from the toolbar that opens, click the Promote Artifact or Demote Artifact icons.

  • To duplicate or reuse an artifact in one module in another module:
    1. On the Modules page, select two modules.
    2. From an artifact's menu, click Open Artifacts > Open 2 Artifacts Side-by-Side.
      The modules open in two separate browser windows.
    3. Drag the artifact in the first module to a new position in the hierarchy of the second module.
      The Paste Special window opens, in which you can specify duplication or reuse options.