Creating a product

Teams use products defined in the products tree as a portal to find information relevant to their product across the lifecycle.

Before you begin

All users can create a product.

About this task

Create a product to represent the work the team is focused on. A product can be as large as a car or as small as a mechanical heart valve. In this example, the product tree starts at the product level, such as SuperCar.

This image is an example of the products tree.

The product manager or team lead might then add child products (for example, Body Shell, Wheels), under SuperCar to further organize the product. The product manager or team lead might add a group of child products from other models, such as Safety Cage, Seat Belts, and Airbags. In this example, the child products are all safety features. The safety features could be grouped under Safety or could be placed individually under SuperCar.

Further, product trees can be organized at multiple levels, for example, by model or by year. SuperCar might be one of several cars that resides in a group of products called Model Year 2016. The products can also be reused as child products to populate other products. For example, the Safety product could be a child product of several groups of products, such as Model Year 2014, Model Year 2015, and Model Year 2016.

You can add a child product to a product as many times as you need to add it. See Reusing products.

Procedure

  1. In the main menu, click Products > Create Product.
  2. In the Create Product dialog box, enter the name of the product you are creating. Hover over Product Name to read details about product names.
  3. Optional: Create a product without a parent by clicking the X.

    To create a product with a different parent, you can create the product without a parent and then add the new product to a parent. Alternatively, you can cancel this dialog box, right-click over the parent product, and then select Create Product.

  4. Optional: Add an existing product to the focus product by right-clicking over the focus product and choosing Add Existing Product.

    Enter a keyword to search for a product, then select a product from the results, and click Add. The selected product is added as a child product to the focus product.


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