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Core Concepts

What is Risksheet? — Overview of Risksheet as a risk analysis tool within Polarion ALM, its relationship to POWERSHEET, and the one-document-per-risksheet design model. Architecture — How the server plugin, client-side grid, and Polarion data layer work together to render interactive risk tables. Data Model and Work Items — How risk items, tasks, and upstream requirements map to Polarion work items with configurable types, fields, and link relationships.

Configuration

Configuration System — The risksheet.json file structure and how columns, formulas, styles, and data types are defined. Configuration Hierarchy — How global templates, project templates, and document-level configurations inherit and override each other.

Access and Visibility

User Roles and Permissions — Administrator, editor, and reviewer roles, and how permissions control what users can see and modify. Work Item Visibility and Levels — How hierarchical levels determine which work items appear in the grid and how cell merging works across levels.

Traceability and Workflow

Traceability and Linking — Upstream links to requirements and downstream links to mitigation tasks, including role-based filtering and cross-project linking. Review Workflows — Comment-based and approval-based review processes for risk analysis documents.

System Behavior

Session Management — How Risksheet maintains browser sessions, handles keep-alive, and manages unsaved changes. Data Synchronization — How changes flow between the client grid and Polarion server, including transaction management and conflict resolution.

Additional Topics

OData API — The OData service layer for programmatic access to risksheet data and linked work items. diagram
If you are new to Risksheet, begin with What is Risksheet? for the product overview, then read Architecture and Data Model and Work Items to build a mental model of how the system works.