Workspace

Overview

A Workspace is an environment that is required to work with the analysis tools available in the Requirements Analysis feature. These tools can help organizations quantify, assign, track, and determine the course of a project.

To get started, click the nine-dot menu and select Requirements Analysis.

If this is your first time accessing Requirements Analysis, the following page displays.
If a workspace already exists, the following page displays.

Select the applicable tab for your edition of Responsive.

Topics Included in This Article
Creating Workspaces

Workspaces can be created either as a standalone workspace or a workspace that is associated with a project. Standalone workspaces are better suited for the early stages where initial documents have to be analyzed. The documents to be analyzed will have to be uploaded to the workspace. Workspaces that are tied to a project will have the documents uploaded to the project readily available for analysis.

Note: A Workspace can only be associated with one project. However, a project can have multiple workspaces.

Creating Workspaces Associated with Projects
1. Click New Workspace.
2. Enter a name for the workspace and select a project to associate with it from the list displayed.
  
  Note: When a workspace is created from the Requirements Analysis Tab of Projects, the system will automatically filter the projects list as shown below:
3. Click Create. A success message displays.
Creating Standalone Workspaces
1. Click Create Workspace.
2. Turn the Create Workspace with Project toggle off.
3. Enter the Workspace Name and the other details. Then, click Create.
  A success message will be displayed.
Adding Documents to Workspaces

Once the workspace is created, you can select and add the documents you want to analyze. Multiple documents from a project can be added to a Workspace.

Note: Currently, we support Microsoft Word (.docx) and .pdf formats only.

Adding Documents to Workspaces Associated with Projects
1. Choose the documents you want to analyze from the list of documents on the Add Documents page.
  
  Note: You can use the Search box to find the documents uploaded to the project if necessary.
2. Click the Preview icon to preview the document.
3. Click Done.
Adding Documents to Standalone Workspaces
1. Click Upload Document and browse for the file(s) on your computer, or drag the file(s) into the window to upload it.
  
  Note: To remove an uploaded file, click the X icon to the far right of the file; then, click Remove on the confirmation pop-up to remove the file.
2. Click Add after selecting the files. A success message will be displayed.
Managing Workspaces

The Requirements Analysis page provides an overview of all workspaces. Features include:
1. Search: Searches through the list of Workspaces, and supports the advanced search and filtering options.
2. Toggle Switch: Toggles between All Workspaces and Your Workspace.
3. Workspaces: Lists all the workspaces.
Renaming Workspaces

To edit the name of a Workspace:
1. Click the Edit icon associated with the workspace.
2. Rename the workspace as required and click Confirm.
  
  The name will be updated and a success message will be displayed.
Deleting Workspaces

To delete a workspace:
1. Click the Delete icon associated with the workspace.
2. Click Delete on the confirmation pop-up.
  
  The workspace will be deleted and a confirmation message will be displayed.
Workspace Menu

Click the Workspace name to view the workspace details. Options include Summary, Documents, and Recent Activities.

Summary

The Summary section displays information about the Workspace and project. To edit the workspace name, click the edit icon.

In the case of standalone workspaces, the client details are displayed.

Documents

The Documents section the list of Microsoft Word and PDF documents that have been added to the workspace.

You can also add documents from this page.

To add documents to workspaces associated with projects:
1. Click Add Document.
  Note: The Add Document button is disabled for workspaces associated with projects that do not have Microsoft Word or PDF documents, or when all the documents of the project are already associated with the workspace. In such cases, you must upload the document to the project to be able to associate it with the workspace.
2. The Add Documents page displays the list of supported documents from the associated project that can be added to the workspace. Select the document(s) you want to add and click Add.
To add documents to to standalone workspaces:
1. Click Add Document.
2. Click Upload Document, or click-and-drag the document(s) from your computer to upload to the workspace.
Activities

The Activities page keeps track of all activities performed within the workspace.
- To view the details of an activity, click on the individual activity. A a pop-up with the details is displayed.
- To export the activities, click the Export button.
Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

Topics Included in This Article
Creating Workspaces

Workspaces can be created either as a standalone workspace or a workspace that is associated with a project. Standalone workspaces are better suited for the early stages where initial documents have to be analyzed. The documents to be analyzed will have to be uploaded to the workspace. Workspaces that are tied to a project will have the documents uploaded to the project readily available for analysis.

Note: A Workspace can only be associated with one project. However, a project can have multiple workspaces.

Creating Workspaces Associated with Projects
1. Click Create Workspace.
2. Enter a name for the workspace and select a project to associate with it from the list displayed.
  
  Note: When a workspace is created from the Requirements Analysis Tab of Projects, the system will automatically filter the projects list as shown below:
3. Click Create. A success message displays.
Creating Standalone Workspaces
1. Click Create Workspace.
2. Turn the Create Workspace with Project toggle off.
3. Enter the Workspace Name and the other details. Then, click Done.
  A success message will be displayed.
Adding Documents to Workspaces

Once the workspace is created, you can select and add the documents you want to analyze. Multiple documents from a project can be added to a Workspace.

Note: Currently, we support Microsoft Word (.docx) and .pdf formats only.

Adding Documents to Workspaces Associated with Projects
1. Choose the documents you want to analyze from the list of documents on the Add Documents page.
  
  Note: You can use the Search box to find the documents uploaded to the project if necessary.
2. Click the Preview icon to preview the document.
3. Click Done.
Adding Documents to Standalone Workspaces
1. Click Upload Document and browse for the file(s) on your computer, or drag the file(s) into the window to upload it.
  
  Note: To remove an uploaded file, click the X icon to the far right of the file; then, click Remove on the confirmation pop-up to remove the file.
2. Click Add after selecting the files. A success message will be displayed.
Managing Workspaces

The Requirements Analysis page provides an overview of all workspaces. Features include:
1. Search: Searches through the list of Workspaces, and supports the advanced search and filtering options.
2. Toggle Switch: Toggles between All Workspaces and Your Workspace.
3. Workspaces: Lists all the workspaces.
Renaming Workspaces

To edit the name of a Workspace:
1. Click the Edit icon associated with it.
2. Rename the workspace as required and click Confirm.
  
  The name will be updated and a success message will be displayed.
Deleting Workspaces

To delete a workspace:
1. Click the Delete icon associated with it.
2. Click Delete on the confirmation pop-up.
  
  The workspace will be deleted and a confirmation message will be displayed.
Workspace Details

Click the Workspace name to view the workspace details. Options include Summary, Documents, and Recent Activities.

Summary

The Summary section displays information about the Workspace and project. To edit the workspace name, click the edit icon.

In the case of standalone workspaces, the client details are displayed.

Documents

The Documents section the list of Microsoft Word and PDF documents that have been added to the workspace.

You can also add documents from this page.

To add documents to workspaces associated with projects:
1. Click Add Document.
  Note: The Add Document button is disabled for workspaces associated with projects that do not have Microsoft Word or PDF documents, or when all the documents of the project are already associated with the workspace. In such cases, you must upload the document to the project to be able to associate it with the workspace.
2. The Add Documents page displays the list of supported documents from the associated project that can be added to the workspace. Select the document(s) you want to add and click Add.
To add documents to to standalone workspaces:
1. Click Add Document.
2. Click Upload Document, or click-and-drag the document(s) from your computer to upload to the workspace.
Activities

The Activities page keeps track of all activities performed within the workspace.
- To view the details of an activity, click on the individual activity. A a pop-up with the details is displayed.
- To export the activities, click the Export button.