> ## Documentation Index
> Fetch the complete documentation index at: https://learn.nextedy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Concepts

> Nextedy RISKSHEET builds on Polarion ALM to deliver structured risk analysis with full traceability.

export const LastReviewed = ({date}) => {
  if (!date) return null;
  const formatted = new Date(`${date}T00:00:00Z`).toLocaleDateString("en-US", {
    year: "numeric",
    month: "long",
    day: "numeric",
    timeZone: "UTC"
  });
  return <p className="mt-10 text-sm text-gray-400 dark:text-zinc-500 not-prose">
      Last reviewed on {formatted}
    </p>;
};

## Core Concepts

[**What is Risksheet?**](/risksheet/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**](/risksheet/concepts/architecture) -- How the server plugin, client-side grid, and Polarion data layer work together to render interactive risk tables.

[**Data Model and Work Items**](/risksheet/concepts/data-model) -- 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 the `levels` array) create hierarchy through cell merging on top of the underlying work item types.

## Configuration

[**Configuration Hierarchy**](/risksheet/concepts/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.

## Access and Visibility

[**User Roles and Permissions**](/risksheet/concepts/user-roles) -- Administrator, editor, and reviewer roles, and how permissions control what users can see and modify.

## Traceability and Workflow

[**Traceability and Linking**](/risksheet/concepts/traceability) -- Upstream links to requirements and downstream links to mitigation tasks, including role-based filtering and cross-project linking.

[**Review Workflows**](/risksheet/concepts/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.

## System Behavior

[**Working Sessions**](/risksheet/concepts/working-sessions) -- How Risksheet maintains browser sessions, handles save and refresh against Polarion data, and manages unsaved changes and concurrent editing.

[**Data Synchronization**](/risksheet/concepts/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.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/-Icoak49xQVOW38R/risksheet/diagrams/concepts/index/diagram-1.svg?fit=max&auto=format&n=-Icoak49xQVOW38R&q=85&s=f0d5f0b279110a44f90f8a912b2cb775" alt="diagram" style={{ maxWidth: "600px", width: "100%" }} width="600" height="280" data-path="risksheet/diagrams/concepts/index/diagram-1.svg" />
</Frame>

<Tip title="Where to Start">
  If you are new to Risksheet, begin with [What is Risksheet?](/risksheet/concepts/what-is-risksheet) for the product overview, then read [Architecture](/risksheet/concepts/architecture) and [Data Model and Work Items](/risksheet/concepts/data-model) to build a mental model of how the system works.
</Tip>

<LastReviewed date="2026-06-29" />