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Prerequisites

  • Work item-based reviews configured (see Configure Work Item-Based Reviews)
  • A target Polarion project for centralized reviews
  • Cross-project link roles configured in Polarion
  • User permissions in both source and target projects
Cross-project review storage is only available with the WorkItemBased review strategy. Comment-based and approval-based reviews always store reviews on the work item in the current project.
Risksheet approval review creates approval-tagged comments but does not trigger Polarion’s formal approval workflow (draft -> reviewed -> approved). If you need formal state transitions, use the work item-based review strategy described on this page.

How Cross-Project Reviews Work

When you configure a target project in the review typeProperties, Risksheet creates review work items in the specified project and links them back to the source risk item. Both the reviewed risk item and the review work item maintain bidirectional links that preserve revision information. All review data lives in Polarion work items — Risksheet does not maintain a separate review store.
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1

Configure Cross-Project Storage

Add the project property to typeProperties in the sheet configuration. The mandatory WorkItemBased properties are itemTypes (the review work item type) and linkRole (the link role connecting risk items to reviews):
The project value must match the exact Polarion project ID of the target project (case-sensitive).
2

Store Reviews in a Specific Document (Optional)

To place review work items in a specific document within the target project, add the document property:
When a document is specified, new review work items are:
  1. Created in the target project as document work items
  2. Added to the specified document
  3. Positioned after the last existing review item of the same type
  4. Linked back to the source risk item via the configured link role
The project and document properties support dynamic expression evaluation. You can resolve target locations based on the context of the reviewed item.
3

Filter Reviews with Custom Queries (Optional)

Add a query to control which reviews are retrieved and displayed:
The query filter is applied during retrieval. Only review work items matching all criteria (type, link role, project, document, and query) appear in the Reviews column.

Permissions and Access

For cross-project reviews to function correctly:
In clustered Polarion setups with separate servers, items cannot be linked across different Polarion server instances. Cross-project reviews only work within the same Polarion server.

Example: Centralized Review Repository

For an organization where multiple risk analysis projects share one review project: Project A — FMEA (Failure Mode and Effects Analysis) Risk Analysis:
Project B — HARA (Hazard Analysis and Risk Assessment) Risk Analysis:
Both projects create review work items in the CentralReviews project, organized in separate documents per source.

Troubleshooting

Verification

After completing configuration, you should now see:
  1. New reviews created through Risksheet appear as work items in the target project
  2. If a document is specified, review work items are placed in that document in chronological order
  3. Bidirectional links connect the source risk items to the review work items across projects
  4. The Reviews column in Risksheet displays reviews from the target project correctly

See Also

Last modified on July 10, 2026