Requirement Management
Handle Tracker requirements by types in the same Project. Edit requirements in table or document view.
MS Office Import, Export, and Round-Trip
You can import items into trackers using Microsoft Office (Word, Excel, CSV file).
A preview is shown before finalizing your import. Codebeamer X generates three panels:
• Tree structure in the left
• Content in the middle
• Import rules for conditions plus statistics in the right
Define import rules with actions, filters, conditions, and logic selectors like AND/OR. Default rules can be added, modified, or deleted. Overwrite actions by using the switch toggle during your import.
When importing an Excel document, your file should be structured using Excel formats. Make sure the first row contains header information like property or field names. During the import, Codebeamer X automatically pairs headers to the closest matching fields in the target Tracker. Use the option to map cell-data from the Excel to Tracker fields. Add hierarchies by structuring your Excel with columns and indented data. Use advanced data conversion with scripts like JavaScript, Groovy, and JEXL. The import can be aborted at any time.
Export an entire Tracker or selected items into MS Office. For Word and Excel, generate a simple data document or a Round-trip document.
Exporting data using a Round-trip document allows you to make changes offline. It also allows external users to collaborate on the document with changes made back into Codebeamer X. Notifications are sent when there are any changes in the document. Modified items are highlighted where users can decide to apply or decline before being reflected into Codebeamer X.
Use customized templates for Word and Excel in Documents Management. These templates contain scripts and special tags in order to control what content should be exported and how the exports should look. In the Export to Office dialog, upload a template file from local files or from a specific directory available in Documents Management. The Word export template uses Apache velocity scripts. The Excel export template uses JETT, an open-source engine for handling templates.
Import with Word
Import items into a Tracker with Microsoft Word.
A word document should be structured using word formats. Make sure to use appropriate header styles for headers and normal text styles for descriptions. Different header styles generate parent-child relationships between items.
To import a item with Word:
1. Select 
on a tracker's action bar.
on a tracker's action bar.2. Select MS Office under Import.
3. Select Microsoft Word.
4. Select Attach a file or drag-and-drop to upload the document.
 | Select Microsoft Word Tables to import tables while importing Microsoft Word Documents. |
Import with Excel
Import items into a tracker with Microsoft Excel. Major features include:
• Import data to a Tracker and create new items
• Excel 2003 & 2007 (*.xls, *.xlsx) formats are supported
• First Excel row is used as the header. The second row and ones that follow are used as data (customizable).
• Map columns to item fields (configurable)
• Import item hierarchies with indented data
• Customize date and numbers
• Format is customizable and other detailed data conversion
 | The best approach is to use labels which match closely to Tracker columns in Codebeamer X. If your data comes from Codebeamer X, keep the header as it is. |
To import a item with Microsoft Excel:
1. Select on a tracker's action bar.
on a tracker's action bar.2. Select MS Office under Import.
3. Select Microsoft Excel.
4. Select Attach a file or drag-and-drop to upload the document.
Import with CSV file
Import items into a tracker with CSV file.
CSV file has following properties:
• Two quotes escape character ("" escapes "), no other characters are escaped.
• Compatible with Microsoft Excel.
• Leading and trailing white space on an unquoted field is significant.
• Specified by RFC4180.
To import a item with CSV file:
1. Select on a tracker's action bar.
on a tracker's action bar.2. Select MS Office under Import.
3. Select CSV file in Microsoft Excel style.
4. Select desired Field separator and Character set.
5. Select Attach a file or drag-and-drop to upload the document.
Export to Word/Excel
Export several work items like requirements, tasks, bugs with a export.
To export the work items:
1. Open tracker that you want export.
2. Click and select Export to MS Office.
and select Export to MS Office.3. Select either All or Selection.
This export includes fields available in Views and items that match your current view.
Round-Trip Export to Word/Excel
Codebeamer X allows to export several work items (requirements, tasks, bugs) with round-trip configuration. Its major feature as follows:
• Export and view, read, or print a word document.
• Edit item descriptions or summaries in word.
• Attach pictures or use rich formatting capabilities in word.
• View comments by other users on the exported items.
• Add new comments to items.
• Import changes made in word to the original tracker
• During import, you have the option to review all changes and selectively import the ones you want.
To export items from Codebeamer X to a Round-trip document:
1. Open tracker that you want export.
2. Click and select Export to MS Office.
and select Export to MS Office.3. Select Selection.
4. Select Round-trip Word Export or Round-trip Excel Export.
Re-Import Modified Round-Trip File
After editing a round-trip word document, import changes back to Codebeamer X by selecting Import under the of the tracker menu.
of the tracker menu.Upload Customized Template in Documents Management
Word and Excel Templates use scripts (e.g., Groovy).
With administrator rights, review these templates and scripts to ensure there are no malfunctions, malicious attacks, or security problems.
You can create customized templates to show up under Codebeamer X's custom templates. Select Export to MS Office under and fill in export details.
and fill in export details.Export Word/Excel with Customized Template
To export a Word or Excel document using a customized template, the template should be uploaded in Codebeamer X.
Select Export to MS Office under the and fill in export details.
and fill in export details.Library
The Library stores requirement Trackers that can be used to build a product.
When the original item changes, the suspected link function and diff tool helps you decide on applying changes to copied requirements.
Access the Library by clicking 
at the right side of your page in document view, next to the filter.
at the right side of your page in document view, next to the filter.Expand/Collapse Tree in Library
To expand or collapse a tree in the Library, head under the Configuration page.
Select items in different project trackers to list.
Click Save to make the items visible in the tree.
Uncheck the checkboxes to remove the items.
Filter Expanded Requirement with Text Filter
Filter expanded requirements in the Library by using text filters.
Select Type to filter at the top of the Library page.
Filter Expanded Requirement with Status Filter
Filter expanded requirements in the Library by using status filters.
Find the All dropdown menu.
Select the meaning of different statuses:
• Open
• Resolved/Closed
• Closed
• Resolved
Insert Item in Requirement Library
Under the requirement section in the library, insert items to a tracker by opening the Configuration page.
Select requirements then click Save for them to appear in the tree.
Re-use Tracker requirements with drag-and-drop.
Link Requirement with Test Case
Under the requirement section in document view, you can link requirements with test cases.
Open the Library at the top-right of the page, then head under the Configuration page. There are three options:
• Link test case items to a requirement by creating a reference
• Create an association with depends on
• Create an association with related to
Use drag-and-drop to set association types. The tracker is loaded on the right side of the page.