Managing Requirements › Track Requirements with Charts and Reports

Track Requirements with Charts and Reports

You can track your requirements through predefined charts and reports. These charts are available on the Salesforce.com Vision Public Dashboard.

Follow these steps:

1. Log in to CA Product Vision and click Setup in the navigation toolbar.
2. Click the Dashboards tab.

   The dashboard appears. If the CA Product Vision dashboard is not visible, click Go to Dashboard List, under the dashboard title. The Vision Public Dashboard appears.

3. Select Product Vision Dashboard.

   The dashboard appears with the following charts:

   • Requirements - State Bar Chart
   • Requirement - Product Pie Chart
   • Requirement - Average Age Line Chart
   • Requirement - Release Pie Chart
   • Requirement - Trend Line Chart
   • Requirement - Source Pie Chart
4. Click on the chart to view options for generating a report.

You can modify the criteria for the report with selections from the Summarize information by and Show lists. You can also specify time ranges. See the page help to learn more about the dashboard.

Best Practice: If you plan to customize the report or chart, create a custom dashboard and report to avoid impacting other users. See the Salesforce.com page help to learn more.