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 are 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 an 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're 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.

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

    • Add related to add a related item to the selected item. If a relationship rulewas applied to that project, only item types that meet the rules are available for that selection. 

    Note

    You can't 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 didn't select 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 are disabled. Select Save

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

  6. Select Commit.