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. All data lives in Polarion work items; Risksheet does not maintain a separate data store. Includes how visual levels (defined by thelevels array) create hierarchy through cell merging on top of the underlying work item types.
Configuration
Configuration Hierarchy — How global templates, project templates, and document-level sheet configurations inherit and override each other, and how the sheet configuration structure (columns, levels, dataTypes, formulas, styles, views) shapes the grid. Admin AI Assistant — The documentation-grounded chat in the Risksheet configuration editor: how it stays grounded in the Risksheet documentation, what it needs to be available, and the browser-based authentication flow behind it.Access and Visibility
User Roles and Permissions — Administrator, editor, and reviewer roles, and how permissions control what users can see and modify.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, work-item-based, and approval-based review processes. Note that approval review creates approval-tagged comments but does not drive Polarion’s formal approval state transitions. Work Item Approvals — How reviewers file Polarion work item approvals on risk records from the Approvals sidebar, how the overall approval state is decided, and how approvals are saved and permitted. AI Assistant — How the AI Assistant proposes existing Polarion work items for a risk row and links the ones you accept, what context an action sends, and how each suggestion is verified against the project before it reaches you. Arrives with the separately installed Nextedy AI package.System Behavior
Working Sessions — How Risksheet maintains browser sessions, handles save and refresh against Polarion data, and manages unsaved changes and concurrent editing. Data Synchronization — How calculated values stay in sync between client-side formulas and Polarion-stored fields, and how comparison mode diffs a risk assessment against an earlier revision.