> ## 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.

# How-To Guides

> Step-by-step instructions for configuring, customizing, and managing Nextedy RISKSHEET in your Polarion ALM environment.

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>;
};

## Column Configuration

[**Column Configuration**](/risksheet/guides/columns/index) -- Add, configure, and customize columns in the Risksheet grid

* [**Add a Basic Column**](/risksheet/guides/columns/add-basic-column) -- Add a standard data column to your risksheet
* [**Add Assignee Column**](/risksheet/guides/columns/add-assignee-column) -- Display and edit work item assignees
* [**Configure Calculated Columns**](/risksheet/guides/columns/calculated-columns) -- Set up formula-based columns like RPN
* [**Configure Upstream Traceability Columns**](/risksheet/guides/columns/upstream-traceability) -- Link risk items to requirements
* [**Configure Downstream Traceability Columns**](/risksheet/guides/columns/downstream-traceability) -- Show mitigation tasks and controls
* [**Show Multiple Linked Items**](/risksheet/guides/columns/multiple-linked-items) -- Display multiple linked work items in a single column
* [**Enable Editing of Upstream Columns**](/risksheet/guides/columns/edit-upstream-columns) -- Override read-only on upstream columns
* [**Consolidate Multiple Link Columns**](/risksheet/guides/columns/consolidate-link-columns) -- Merge link columns into one
* [**Render Custom Data**](/risksheet/guides/columns/custom-data-rendering) -- Use custom data rendering in columns
* [**Customize Link Rendering**](/risksheet/guides/columns/custom-link-rendering) -- Control how linked items are displayed
* [**Display Sub-Columns**](/risksheet/guides/columns/sub-columns) -- Show sub-columns for multi-item link columns
* [**Configure Column Sorting**](/risksheet/guides/columns/sorting) -- Set default sort order
* [**Create Clickable Links**](/risksheet/guides/columns/clickable-links) -- Add hyperlink columns
* [**Enable Conditional Linking**](/risksheet/guides/columns/conditional-linking) -- Link items based on conditions
* [**Configure Date Fields**](/risksheet/guides/columns/date-field-configuration) -- Set up date and time columns
* [**Control Column Visibility**](/risksheet/guides/columns/column-visibility) -- Show and hide columns
* [**Display Multi-Level Hierarchies**](/risksheet/guides/columns/multi-level-hierarchy) -- Configure nested level display
* [**Configure Enum Columns**](/risksheet/guides/columns/enum-columns) -- Set up dropdown selection columns
* [**Configure Multi-Enum Columns**](/risksheet/guides/columns/multi-enum-columns) -- Set up multi-select dropdown columns
* [**Work with Rich Text Fields**](/risksheet/guides/columns/rich-text-fields) -- Configure rich text editing

## Styling and Formatting

[**Styling and Formatting**](/risksheet/guides/styling/index) -- Customize the visual appearance of the grid

* [**Configure Cell Styles**](/risksheet/guides/styling/cell-styles) -- Apply custom CSS styles to cells
* [**Configure Row Header Styles**](/risksheet/guides/styling/row-header-styles) -- Customize row header appearance
* [**Add Header Tooltips**](/risksheet/guides/styling/header-tooltips) -- Add descriptive tooltips to column headers
* [**Apply Conditional Formatting**](/risksheet/guides/styling/conditional-formatting) -- Color cells based on values
* [**Configure Item Colors**](/risksheet/guides/styling/item-colors) -- Set item-level color coding

## Configuration Management

[**Configuration Management**](/risksheet/guides/configuration/index) -- Manage sheet configuration files and templates

* [**Use the Configuration Editor**](/risksheet/guides/configuration/using-config-editor) -- Edit configuration through the UI
* [**Find Configuration Files**](/risksheet/guides/configuration/finding-config-files) -- Locate sheet configuration attachments
* [**Set Up Global Templates**](/risksheet/guides/configuration/global-templates) -- Create shared configuration templates
* [**Configure Multi-Project Setup**](/risksheet/guides/configuration/multi-project-setup) -- Share configuration across projects
* [**Configure Template Paths**](/risksheet/guides/configuration/template-path-configuration) -- Set document creation paths
* [**Override Template Configuration**](/risksheet/guides/configuration/document-config-override) -- Override inherited settings

## Customization

[**Customization**](/risksheet/guides/customization/index) -- Personalize the Risksheet interface

* [**Customize the Top Panel**](/risksheet/guides/customization/top-panel) -- Add custom buttons and UI elements
* [**Customize the Context Menu**](/risksheet/guides/customization/context-menu) -- Add custom right-click actions
* [**Create Saved Views**](/risksheet/guides/customization/saved-views) -- Define column visibility presets
* [**Configure Dropdown Categories**](/risksheet/guides/customization/dropdown-categories) -- Organize dropdown options
* [**Create Custom Renderers**](/risksheet/guides/customization/custom-renderers) -- Build custom cell renderers
* [**Configure Column Visibility**](/risksheet/guides/customization/column-visibility) -- Control per-user column display

## Risk Management

[**Risk Management**](/risksheet/guides/risk-management/index) -- Configure FMEA, HARA, STRIDE, and other risk workflows

* [**Configure Multiple Risk Types**](/risksheet/guides/risk-management/multiple-risk-types) -- Support multiple risk item types
* [**Set Up Risk Matrices**](/risksheet/guides/risk-management/risk-matrices) -- Configure severity/occurrence matrices
* [**Configure Downstream Tasks**](/risksheet/guides/risk-management/downstream-tasks) -- Set up mitigation task linking
* [**Configure Multiple Downstream Types**](/risksheet/guides/risk-management/multiple-downstream-types) -- Support multiple task types
* [**Configure Remove/Delete Actions**](/risksheet/guides/risk-management/remove-delete-risk) -- Control risk item removal
* [**Implement STRIDE Analysis**](/risksheet/guides/risk-management/stride-analysis) -- Set up cybersecurity risk analysis
* [**Configure FMEA Workflows**](/risksheet/guides/risk-management/fmea-configuration) -- Set up Failure Mode and Effects Analysis
* [**Configure HARA Workflows**](/risksheet/guides/risk-management/hara-configuration) -- Set up Hazard Analysis and Risk Assessment
* [**Set Up Action Priority Matrix**](/risksheet/guides/risk-management/action-priority-matrix) -- Configure action prioritization

## Review Management

[**Review Management**](/risksheet/guides/reviews/index) -- Set up and manage risk review workflows

* [**Set Up Review Process**](/risksheet/guides/reviews/setup-review-process) -- Choose and configure a review strategy
* [**Configure Comment-Based Reviews**](/risksheet/guides/reviews/comment-based-reviews) -- Use Polarion comments for reviews
* [**Configure Approval-Based Reviews**](/risksheet/guides/reviews/approval-based-reviews) -- Use approval workflows
* [**Configure Work Item-Based Reviews**](/risksheet/guides/reviews/workitem-based-reviews) -- Create review work items
* [**Manage Cross-Project Reviews**](/risksheet/guides/reviews/cross-project-reviews) -- Review across project boundaries

## Export

[**Export**](/risksheet/guides/export/index) -- Export risk data to Excel and PDF

* [**Export to Excel**](/risksheet/guides/export/excel-export) -- Generate formatted Excel exports
* [**Export to PDF**](/risksheet/guides/export/pdf-export) -- Generate PDF reports
* [**Customize PDF Export Scripts**](/risksheet/guides/export/pdf-custom-scripts) -- Write custom export templates
* [**Add Multi-Page Images to PDF**](/risksheet/guides/export/pdf-multi-page-images) -- Handle images across PDF pages
* [**Control Column Visibility in Exports**](/risksheet/guides/export/column-visibility-export) -- Configure export column sets

## Integration

[**Integration**](/risksheet/guides/integration/index) -- Integrate Risksheet with Polarion features

* [**Embed Risksheet in LiveDoc**](/risksheet/guides/integration/livedoc-embedding) -- Render in LiveDoc pages
* [**Navigate to Risksheet from LiveDoc**](/risksheet/guides/integration/livedoc-navigation) -- Open from LiveDoc context
* [**Open Nested Risksheets**](/risksheet/guides/integration/nested-risksheets) -- Navigate between risksheets
* [**Work with Branched Documents**](/risksheet/guides/integration/branched-documents) -- Support branched work items
* [**Use Project Templates**](/risksheet/guides/integration/project-templates) -- Install and use templates
* [**Configure Variant Management**](/risksheet/guides/integration/variant-management) -- Manage product variants
* [**Work with Collections**](/risksheet/guides/integration/collection-support) -- Use Polarion collections

## Licensing

[**Licensing**](/risksheet/guides/licensing/index) -- Manage Risksheet licenses and users

* [**Understand License Types**](/risksheet/guides/licensing/understanding-licenses) -- Server users vs. active users
* [**Choose License Tier**](/risksheet/guides/licensing/license-tiers) -- Select the right license
* [**Assign Active Users**](/risksheet/guides/licensing/assigning-active-users) -- Configure edit access
* [**Manage User Groups**](/risksheet/guides/licensing/user-groups) -- Administer user groups

## Administration

[**Administration**](/risksheet/guides/administration/index) -- Install, update, and administer Risksheet

* [**Update Risksheet**](/risksheet/guides/administration/update) -- Apply version updates
* [**Configure Permissions**](/risksheet/guides/administration/permissions) -- Set up access controls
* [**Add Risksheet to Existing Project**](/risksheet/guides/administration/project-setup) -- Install in existing projects
* [**Troubleshoot Administration Issues**](/risksheet/guides/administration/troubleshooting) -- Resolve admin problems

## Advanced Configuration

[**Advanced Configuration**](/risksheet/guides/advanced/index) -- Advanced features and configuration patterns

* [**Configure Queries**](/risksheet/guides/advanced/query-configuration) -- Write custom Lucene queries
* [**Use Query Factory**](/risksheet/guides/advanced/query-factory) -- Dynamic query filtering
* [**Configure Dependent Enums**](/risksheet/guides/advanced/dependent-enums) -- Cascading dropdown options
* [**Configure Multi-Select Enums**](/risksheet/guides/advanced/enum-multiselect) -- Multi-select dropdowns
* [**Work with Formulas and Hidden Columns**](/risksheet/guides/advanced/formulas-hidden-columns) -- Hidden formula columns
* [**Create Personal Filters**](/risksheet/guides/advanced/personal-filters) -- User-specific filters
* [**Configure Target Document Creation**](/risksheet/guides/advanced/target-document-creation) -- Control document creation
* [**Perform Bulk Editing**](/risksheet/guides/advanced/bulk-editing) -- Edit multiple items at once
* [**Configure Cross-Project Linking**](/risksheet/guides/advanced/cross-project-linking) -- Link across projects
* [**Manage Cross-Project Resources**](/risksheet/guides/advanced/cross-project-resources) -- Share resources
* [**Use Undo and Redo**](/risksheet/guides/advanced/undo-redo) -- Revert and reapply changes

<Tip title="New to Risksheet?">
  Start with [Getting Started](/risksheet/getting-started/index) for installation and first-use tutorials. These guides assume you have a working Risksheet installation and are ready to customize it for your risk analysis workflows.
</Tip>

<LastReviewed date="2026-06-24" />