Installing Powersheet into an Existing Project

In this scenario, we are integrating Powersheet into a project that is based on the Powersheet RTM Demo template.

Step-by-Step Setup

1. Enable the Powersheet Topic in Navigation

This topic controls visibility of the Powersheet Drive, which aggregates available configured documents.

1. Go to Administration → Portal → Topics
   

2. Add the following to each view where Powersheet should be available (typically admin, team, docspec):
   

<topic id="powersheet"/>

2. Create nextedySheetConfig Custom Field for Documents

The nextedySheetConfig custom field determines which sheet configuration a document uses. In this setup:

• ID: nextedySheetConfig

• Name: Sheet Config

• Type: Nextedy - Sheet Config

3. Create or Import the Data Model

1. Navigate to Administration → Powersheet → Models
   
   

2. Click “New”
   
   

3. Select “System Default” as the base (V-model style, Drive Pilot-based)
   
   

4. Give your model a name (e.g., rtm)
   
   

5. Save and open the model
   
   

This model captures all relevant types, links, and constraints used in the RTM context.

4. Create Sheet Configuration

Option B: Create a New One

If reuse is not possible:

1. Create a new document (standard LiveDoc)
   

2. Set title to something like “Powersheet RTM”
   

3. Attach the powersheet.yaml configuration (from the reference Reports/Powersheet RTM)
   

4. Add a “Open with Nextedy POWERSHEET” link into wiki block by adding this code to the Wiki content block:
   

$openPowersheetButton.renderOpenPowersheetButton($document)

6. Link User Needs Specifications to the Powersheet View

In the JnJMedDevRnT 2506 Template, each User Needs Specification (UNS) document — whether it’s a template or an instance — is intended to act as a Powersheet document. The Powersheet view renders:

• All User Needs from the current document
  

• Their downstream traceability (Design Inputs, Outputs, Tests, etc.)
  

• A structured, editable table scoped to that specific spec
  

To enable this:

Do the following for both the UNS template and all existing/future UNS documents:

1. Open the document
   

2. Set the templateDoc custom field to point to your Powersheet RTM view template (e.g., Reports/Powersheet RTM)
   

3. (Optional) Add the Powersheet button at the top by inserting this in the wiki:
   

$openPowersheetButton.renderOpenPowersheetButton($document)

Any document with templateDoc set will:

• Show up in the Powersheet Drive
  

• Open with the proper table view embedded and editable
  
  

This simple link activates Powersheet functionality on a per-document basis and enables focused V-model views aligned with JNJ’s document structure.

At This Point…

• Users will see Powersheet in the sidebar (if the topic is enabled)
  

• Powersheet documents will appear (if they reference a valid templateDoc)
  

• Users can create new structured content via the editable table view, without needing to know the underlying Polarion model