> ## 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.

# Manage Cross-Project Reviews

> Configure Nextedy RISKSHEET to store and retrieve review work items across Siemens Polarion ALM project boundaries, enabling centralized review repositories shared by multiple risk analysis projects.

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>;
};

## Prerequisites

* Work item-based reviews configured (see [Configure Work Item-Based Reviews](/risksheet/guides/reviews/workitem-based-reviews))
* A target Polarion project for centralized reviews
* Cross-project link roles configured in Polarion
* User permissions in both source and target projects

<Note title="Work item-based only">
  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.
</Note>

<Warning title="Approval review limitation">
  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.
</Warning>

## 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.

<Frame>
  <img src="https://mintcdn.com/none-17b4493f/yWl5nA2D0IzEnZC1/risksheet/diagrams/guides/reviews/cross-project-reviews/diagram-1.svg?fit=max&auto=format&n=yWl5nA2D0IzEnZC1&q=85&s=8d93a1a6b629a5b76419df8a58cd6264" alt="diagram" style={{ maxWidth: "580px", width: "100%" }} width="580" height="200" data-path="risksheet/diagrams/guides/reviews/cross-project-reviews/diagram-1.svg" />
</Frame>

<Steps>
  <Step title="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):

    ```yaml theme={null}
    reviews:
      reviewManager: WorkItemBased
      typeProperties:
        itemTypes: reviewItem
        linkRole: reviews
        project: QualityReviews
    ```

    The `project` value must match the exact Polarion project ID of the target project (case-sensitive).
  </Step>

  <Step title="Store Reviews in a Specific Document (Optional)">
    To place review work items in a specific document within the target project, add the `document` property:

    ```yaml theme={null}
    reviews:
      reviewManager: WorkItemBased
      typeProperties:
        itemTypes: reviewItem
        linkRole: reviews
        project: QualityReviews
        document: Reviews/FMEA-Reviews
    ```

    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

    <Tip title="Dynamic property values">
      The `project` and `document` properties support dynamic expression evaluation. You can resolve target locations based on the context of the reviewed item.
    </Tip>
  </Step>

  <Step title="Filter Reviews with Custom Queries (Optional)">
    Add a `query` to control which reviews are retrieved and displayed:

    ```yaml theme={null}
    reviews:
      reviewManager: WorkItemBased
      typeProperties:
        itemTypes: reviewItem
        linkRole: reviews
        project: QualityReviews
        query: "NOT status:closed"
    ```

    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.
  </Step>
</Steps>

## Permissions and Access

For cross-project reviews to function correctly:

| Requirement        | Details                                                        |
| ------------------ | -------------------------------------------------------------- |
| Read access        | Users must have read access to both source and target projects |
| Write access       | Users creating reviews need write access to the target project |
| Link role          | The link role must support cross-project linking in Polarion   |
| Work item creation | Creation permissions must be granted on the target project     |

<Warning title="Cross-server limitation">
  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.
</Warning>

## 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:**

```yaml theme={null}
reviews:
  reviewManager: WorkItemBased
  typeProperties:
    itemTypes: reviewItem
    linkRole: reviews
    project: CentralReviews
    document: Reviews/ProjectA-FMEA
```

**Project B -- HARA (Hazard Analysis and Risk Assessment) Risk Analysis:**

```yaml theme={null}
reviews:
  reviewManager: WorkItemBased
  typeProperties:
    itemTypes: reviewItem
    linkRole: reviews
    project: CentralReviews
    document: Reviews/ProjectB-HARA
```

Both projects create review work items in the `CentralReviews` project, organized in separate documents per source.

## Troubleshooting

| Issue                                      | Cause                                    | Solution                                                                                                     |
| ------------------------------------------ | ---------------------------------------- | ------------------------------------------------------------------------------------------------------------ |
| Reviews not created in target project      | `project` property value does not match  | Verify the project ID matches the Polarion project exactly (case-sensitive)                                  |
| Reviews appear in wrong document           | `document` path incorrect                | Check the document path format (e.g., `Space/DocumentName`)                                                  |
| Cannot retrieve reviews from other project | Cross-project link not configured        | Verify the link role supports cross-project links in Polarion admin                                          |
| Permission denied on review creation       | Insufficient write access                | Grant write permissions in the target project for the reviewing users                                        |
| Reviews appear under wrong type            | Using `linkTypes` instead of `itemTypes` | The mandatory property for WorkItemBased reviews is `itemTypes` (the review work item type), not `linkTypes` |

## 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

* [Configure Work Item-Based Reviews](/risksheet/guides/reviews/workitem-based-reviews) -- base work item-based review configuration
* [Set Up Review Process](/risksheet/guides/reviews/setup-review-process) -- overview of all review strategies
* [Configure Cross-Project Linking](/risksheet/guides/advanced/cross-project-linking) -- general cross-project linking setup
* [Manage Cross-Project Resources](/risksheet/guides/advanced/cross-project-resources) -- shared resources across projects

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