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Projects#

Projects are the container for your Requirements Flow data. All nodes (requirements, tests, tickets, risks) belong to a project.

Create a project#

  1. Open Requirements Flow in the sidebar
  2. Click Add project
  3. Enter a name for the project (required)
  4. Optional: Enter a description
  5. Click Create

After creation, you are routed directly to that project in Flow.

Import projects#

You can import nodes into an existing project via csv or json.

  1. Open the target project.
  2. Select Import in the project/flow area.
  3. Upload a file in csv or json format.
  4. Optional: run Preview first to validate the payload.
  5. Start the import.

Supported formats:

  • csv: One file containing all nodes (including the node_type field)
  • json: Either a direct list of nodes or an export object with a nodes array

Important notes:

  • The node_type field is required for each record (requirement, test, ticket, risk).
  • Field names can be mapped if needed (for example heading -> title, state -> status).
  • Preview shows valid/invalid rows before any data is persisted.
  • System fields such as id, project_id, creator, created_at, and updated_at are ignored during import.
  • For tags, JSON lists or comma-separated values are supported.
  • Empty values are treated as null.
  • Recommended: export from the project first and use that file as an import template.

Important

The import file must be UTF-8 encoded. If data is invalid, the import is rejected with an error message.

Export projects#

To export a project, four formats are available:

  • csv: One file containing all nodes (dynamic columns)
  • csv_zip: ZIP archive with one CSV per node type
  • json: Structured export with metadata and all nodes
  • excel: Excel workbook with one sheet per node type

Important

When opening exported files, ensure the separator option semicolon is not selected. Otherwise, CSV files may display incorrectly in Excel.

Project roles#

Your role is shown in Dashboard and in the project details bar:

  • read: read access
  • write: edit access
  • owner: full access

Edit project details#

  1. Select the project in Requirements Flow
  2. Open the top Project bar
  3. Edit name/description
  4. Save in the side panel using Save Changes

Delete a project#

  1. Select the project in Requirements Flow
  2. Open the Project bar
  3. Click Delete
  4. Confirm the dialog

Deletion cannot be undone.