Jama Connect User Guide

Add an item

  1. Right-click on the project name in the Explorer Tree or wherever in that project you want to add an item. Select Add > New item > Item type, where the Item type is the type of item you want to add. You will be given options to add the type of items that are valid for that location or the option to add a new folder or set of a particular item type.

    right_click_add_new_item.png

    You can also select Add > Item at the top of the left panel in the project where you want to add the item, and choose the item type you want to add. 

    add_item_pulldown.png

    You can also add an item from the toolbar above Single Item View,  List View or Reading View. Select Add > Item type

    toolbar_add_item_type.png

    If you are in List View that contains items of a single item type, and no items are selected, you can add an item of the same type, a text item or a set to the bottom of the list.

    If an item is selected, you can:

    • use Insert new to insert a new item below the selected item or add a child item.

    • use Add Item Type as child to add an item as a child item of the selected item.

    • use Add related to add a related item to the selected item. If a relationship rule has been applied to that project, only item types that meet the rules will be available for that selection. 

    Note

    You cannot add items in filters or lists of mixed item types.

  2. In the Add item window fill in the fields for that item type.

  3. Select Save, Save and close or Save and new.

  4. If you have not yet selected a location in step 1, the Select location window opens for you to select the location where you want to add the new item. Invalid locations will be disabled. Select Save

  5. In the Add item window you have the option to add a notification comment and select users or groups you want to notify about the creation of this item. These comments will be included in the version notes for the item and will display in the stream

  6. Select Commit.