Main menus
The menu for navigating the system modules (the vertical menu on the left) can be shown at full size or collapsed, to leave more room for working with project artifacts. All modules are grouped by stages of the process: modules for analysis, modules for testing, and so on. The menu can be customized and should be adapted to your process before the project starts.
The special "Favorites" section contains the modules that the project team and a particular user of the system will use most often. If you are working with a module or a report, you can easily add it to "Favorites" using the menu:
The "My projects" section (or "All projects") contains modules for viewing data across all of your projects. For example, the "Assigned work" module shows all tasks or requirements assigned to you. This menu is for quickly switching from a particular project to the shared data. To configure the contents of this menu, open the "My projects" or "All projects" portfolio in the project selector and set up its "Favorites" area.
Menu items are configured using the wrench icon at the bottom of the vertical menu. You can arrange convenient navigation for a particular project, save these settings for yourself or for the whole project (that is, for all participants), and save them in the process settings for later use in other projects.
Make the menu settings, module settings, and new reports available to all project participants. To do this, go to "My settings" and save them for everyone by clicking the corresponding buttons. After that, every project participant will see the same menu and will be able to use the reports that have already been set up. To reuse these settings in other projects, save the project settings as a template. When a project is created from this template, all of your settings will already be in the new project.
To find the report you need by keywords, start typing the words in the search box at the top right. The application will show a list of matching modules and reports, and you can open the one you need.
Modules and reports for quick access to the current user's frequently used data, or to data on your teams, are placed in the menu at the current user's icon.
