Creating items, folders & sets

Add an item, a child item, folders and sub-folders, and create a set of items in one step.

New records start in the tree. You can add a single item, nest one item under another, group items into folders, or create a whole set at once.

Add an item

Before you start Open the project and select the module you're working in (Requirements, Architecture, Tests, Risks, or SBOM).

Click + Add above the tree, or right-click where you want the item and choose Add Item.
Fill in the fields the item type requires — at minimum a name or summary.
Save.

Result The item appears in the tree with its own identifier, starting in the first lifecycle state, and its version history begins immediately.

Child items nest beneath a parent to show structure — for example, sub-requirements under a parent requirement.

Result The new item appears indented under its parent in the tree.

Folders organize items without being items themselves — they don’t carry a lifecycle or links.

Right-click the project root or a folder, and choose Add Folder… (or New Folder).
Name the folder and confirm.
To nest one folder inside another, right-click the parent folder and choose Add Sub-Folder…

Result The folder appears in the tree, ready to hold items.

A set creates several items of the same type in one step — useful when you’re standing up a group of related records at once.

Right-click where the set should go and choose Add Set of…
In the destination picker, confirm where the items will be created and choose Create Here.
Enter the items for the set, then confirm.

Result The items are created together at the chosen location, each as a full record.

Tip Architecture has its own creation flow for model elements — see Architecture — but folders, sets, and the actions in this guide work there too.

Once items exist, you’ll often want to copy or reuse them — see Reusing & duplicating items.