Creating collections

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A collection is a set of artifacts that you create for a specific purpose.

About this task

Watch a movie that shows how to create a collection.

Procedure

  1. Open either the Artifacts page or the Collections page.
  2. In the Collections menu, click Create Collection.
  3. Type a name for the collection plus any optional information. Optionally, select the Open Artifact check box if it is not already checked.
  4. Click Finish. If you selected the Open Artifact check box, the Collection Editor is displayed.
  5. Click Add Artifact, and select the artifacts you want to add. (Refer to keyboard shortcuts for information on how to select multiple artifacts.)
  6. Click Add and Close. The selected artifacts open in the Collections editor.
    Note: If you are using a supported browser, you can upload a file into a collection by dragging the file from the Windows desktop into the collection editor. See Uploading files to a requirements project for more information.
  7. Select Save or if you are done with this editor, select Done.
  8. Optional: Click the Create Review from Collection icon in the toolbar if you want to create a review of the collection.

Results

After you save your collection, it is displayed in both the Artifacts page and in the Collections page. To return to the Artifacts page after saving a collection, either click the project name breadcrumb or click the project name in the Home menu .

You can export the artifacts in a collection to a CSV file by selecting the Export collection to CSV file icon or by selecting individual artifacts and then selecting Export from the pop-up menu.

Saving collections to other formats

You can save a collection to a Microsoft Word or to a PDF document from within the collection editor by selecting a choice from the Create and Print menu .