Migrate from Risksheet to Powersheet

Before You Start

Risksheet and Powersheet share the same underlying architecture and data model concepts. The migration primarily involves moving configuration files to new locations and updating document references. Your existing Polarion work items, link roles, and custom fields remain unchanged.

Create a copy of your project (or use a sandbox project) and perform the migration there first. Validate everything works before migrating your production project.

Install Powersheet

Ensure Powersheet is installed and licensed on your Siemens Polarion ALM server. See Installing Powersheet for details.After installation, verify that the Administration > Nextedy Powersheet menu section is available.

Migrate the Data Model

Risksheet data models define entity types with workItems arrays and relationships. Powersheet uses the same YAML structure with an updated format.

Locate your existing Risksheet model YAML (typically in .polarion/nextedy/models/ or .polarion/models/)
If the model is in .polarion/models/, move it to .polarion/nextedy/models/ via SVN
Open Administration > Nextedy Powersheet > Models and verify the model loads

The key data model properties map directly:

Risksheet Property	Powersheet Equivalent	Notes
`workItems[].name`	`domainModelTypes` keys	Entity type identifiers
`workItems[].type`	`polarionType`	Polarion work item type mapping
`workItems[].properties`	`properties`	Entity properties
`relationships[].from` / `to`	Relationship definitions	Same syntax
`relationships[].role`	Link role	Same link role references
`relationships[].cardinality`	Cardinality	Same cardinality values

If your model uses the legacy array-based entity format, convert it to the key-based format:Before (array-based):

workItems:
  - name: Hazard
    type: hazard
    properties:
      - name: severity
        type: enum

After (key-based):

domainModelTypes:
  Hazard:
    polarionType: hazard
    properties:
      severity:
        type: enum

The exact conversion syntax depends on your Risksheet version. Some versions may already use the key-based format. Open the model in Administration > Nextedy Powersheet > Models to verify it parses correctly.

Create the Sheet Config Custom Field

If you do not already have the nextedySheetConfig custom field:

Navigate to Administration > Documents & Pages > Document Custom Fields
Create a new field:
- Id: nextedySheetConfig
- Name: Sheet Config
- Type: Enum: Nextedy - Sheet Config

Migrate Sheet Configurations

Open Administration > Nextedy Powersheet > Configurations
Create new configuration entries for each Risksheet view you want to preserve
Copy the YAML content from your Risksheet configurations
Adapt the column binding paths to use the Powersheet data model entity names

A typical RTM sheet configuration in Powersheet:

columnGroups:
  Risks:
    groupName: Risk Analysis
    groupStyle: orange

columns:
  title:
    title: Hazard
    width: 250
    hasFocus: true
  severity:
    title: Severity
    width: 100
  riskControls.riskControl.title:
    title: Risk Control
    width: 200
    columnGroup: Risks
    multiItem: true

sources:
  - id: hazards
    title: Hazards
    model: risk-model
    query:
      from: Hazard
    expand:
      - name: riskControls
        title: Risk Controls

Bind Documents to Configurations

For each document that previously used a Risksheet view:

Open the document properties
Set the Sheet Config field to the appropriate Powersheet configuration
Save the document

Ensure the data model referenced by your sheet configuration defines all entity types and relationships used in column binding paths. Mismatched models cause columns to fail silently.

Configure Powersheet Drive

Powersheet uses Powersheet Drive for sidebar navigation. Update the document query property if needed:

com.powersheet.powersheetDocumentQuery=type:powersheet OR HAS_VALUE:templateDoc.KEY

This determines which documents appear in the Powersheet Drive sidebar topic.

Validate the Migration

Open Administration > Nextedy Powersheet > Models — confirm the data model loads
Open Administration > Nextedy Powersheet > Configurations — confirm sheet configurations are visible
Open a migrated document — confirm the Powersheet table view displays correctly
Create a test work item to verify save operations work
Check that link roles and relationships resolve correctly in the sheet

You should now see the Powersheet table view rendering with your migrated data, columns, and relationships from the former Risksheet configuration.

​Before You Start

​See Also

Before You Start

See Also