how to produce documents with SP data included

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Bettie

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Jun 23, 2010, 4:46:04 PM6/23/10
to Software Planner

I'd like to produce a project requirements document, with some header
information like product description, and all the project requirements
(ID, title, status, desc) from Software Planner for that project,
organized by their SP folders. I can imagine using the ad hoc
requirements detail report and exporting to Excel, then including the
table in a Word doc, but that does not organize the requirements by
folder. Suggestions please? (This is akin to Caliber RM's Document
Factory.)

Steve Miller

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Jun 23, 2010, 8:08:10 PM6/23/10
to Software Planner
You can use the adhoc detail report as you suggested and you can show
and sort by folder name on that report. Another option is to run one
of the standard requirement reports in the requirements section of
reports. There are a number of reports there where you can see them
by folder and you can drill into the details. Those reports can also
export directly to MS Word. Also, you could create a custom Crystal
report for this as well. If you need help with that just let us
know. Thanks!

Steve Miller 303.768.7482
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