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Watch the videos or follow these easy steps:

1. Plans

• Open your project by clicking on the "+" next to your project in the left menu ("My first project" or "Demo project").
• Click on the "+" next to "Planning and time".
• Click on "Plan manager".
• Type a name and create a new plan.
• Create a new task by clicking "new" on the right in the first line of the table.
• Enter some information and click save and back.
• Play around until you are familiar or learn more about creating plans, managing tasks and keeping track of time registrations.

2. Requirements

• Start by clicking "Specifications" in the left menu (see under "requirements" under "My first project" or under "Demo project").
• Click on "Functional specification".
• Click on one of the requirements in the table.
• This is the data for one requirement. Spend some time getting familiar with this form and data. If required, see creating a new requirement.
• Try changing this data and click "Save and New" at the bottom to save your changes and create a new requirement.
• Type in some data and click "Save". You should now have a good idea about the structure of the requirement information.
• Now click "Back" at the top.

3. Specifications

• One by one click "Table of contents", "Custom fields", "Note categories" and "Attachment categories". This is where you customize the fields and data types for all the requirements in this particular specification. See setting up a new specification.

Download Getting Started Guide (2 MB)

4. Search and Update

• Now click "Search" in the left menu. A search form comes up.
• On this form click "Search". You have now selected all the requirements in the specification.
• Click "Add all to basket" at the bottom. You have now selected all the requirements to your basket.
• You can now edit all the requirements in your basket by clicking on "Custom fields" or "TOC placement" on the right.
• Or you can "Copy" or "Delete" all these requirements - also by clicking on the right.
• Take some time to play around with the search, display and update options on this "search" form. For more information see searching and selecting requirements.

5. Reporting

• Click on "+" next to "Reporting" in the left menu.
• Click on "Reporting Manager".
• Tick all the fields.
• Click "Generate" to Export to Excel. In this way you can always extract all your data to Excel if required.

6. Next steps

• See how to create your first project.
• Repeat the above as required and use "Getting started Guide" for more detailed information
• For more information about how to use the Requirement Module see "Getting started guide".
• The User Module, the Questionnaire Module, the Invitation to Tender Module and the Reporting Module are also described in "Getting started guide".
• Need to handle change requests, test cases or bugs?
• You can also create plans, manage tasks and keep track of time registrations.