Page Comparison

Operations common to Planned and Unplanned Requirements

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• Select Requirement
  • A requirement can be selected by clicking on first column of the requirement.
  • Multi-select is provided and works for many operations.
• Create Requirement: A new requirement can be created by either
  • clicking on the table row under the "Requirement" column labeled "< Enter new requirement >".
  • selecting context menu item ("Add Requirement above" or "Add Requirement below").
  • selecting a requirement and choosing add option ("Add Requirement above" or "Add Requirement below") from the menu bar.

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• Edit Requirement:
  
  • A requirement can be edited simply by clicking on it OR by clicking its ID.
  • Please note that
    
    • some fields of a parent requirement are non-editable.
    • "Requirement Summary" and "Requirement Description" of a committed requirement cannot be edited.
• Delete Requirement:
  
  • A requirement can be deleted by clicking on context menu item "Delete Requirement".
  • Caution! if a parent requirement is deleted, then all of its children will also be deleted.
• Paste Requirement:
  
  • A requirement can be cut from the unplanned requirements table and then pasted into the planned requirements table either:
    • by selecting context menu item "Paste Requirement above" or "Paste requirement below".
    • or by selecting a requirement from planned requirements table and then choosing "Paste Requirement above" or "Paste Requirement below" from the menu bar in planned requirements table.
• Move:
  
  • A Requirement can be moved, just by typing the Requirement-Id in the target row.
• Move Requirement from Unplanned to Planned:
  
  • A requirement can be moved from "Unplanned Requirements" table to "Planned Requirements" table by
    
    1. right clicking on it. After right click, a menu appears and requirement can be moved to planned table by selecting "Move to Planned Requirements".
    2. or by selecting the requirement and then choosing "Move to Planned Requirements" from dropdown "More Actions".
• Move to Unplanned:
  
  • A requirement can be moved from "Planned Requirements" table to "Unplanned Requirements" table by selecting the requirement and then choosing "Move to Unplanned" from "Manage Requirements" dropdown menu.
  • 
  • Note :
    • A requirement can not be moved from "Planned Requirements" table to "Unplanned Requirements" table if :
      

      • The requirement is linked with a release/ baseline/ test cases/ artifacts,

      • The requirement is a container,

      • The requirement is committed,

      • The requirement is linked with other requirements (depends on/ dependents),

      • The requirement is assigned to some user

      • The user performing the action does not have appropriate permission.

• Filters:
  
  • Requirements can be filtered on various attributes like "Release ID", "Priority", "Criticality", "Feasibility", "Status" etc.
  • Filter selection performs an OR operation within a given column and performs AND operation across columns.
  • User can reset the filter to default state by using Reset Filter
• Named Filters
  
  • Named Filters can be created and used, as described in Named Filters.
• Refresh
  
  • A Refresh button is provided to reload the table.
• Search :
  
  • The user can now search using
    • Numeric part or complete Id
    • Part of text in the text / rich text area fields like Requirement Summary, Description and custom fields using the search box provided. 
  • Reset Filter clears the search field as well.

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• Specifying source of requirement 
• Source of requirement can be specified in detailed requirement view. Refer following link for details Specifying - Source of a Requirement
• Source can also be specified using the columns "External Sources" and "Internal Sources" from the Planned Requirements table.
• Import Requirements:
  • User can initiate the import process by clicking on the "CSV Import" button in the any of the Requirements Tables.
  • A generic description of the functionality can be found at Generic CSV Import Function.
• Export Requirements:
  • Requirements can be exported to PDF format by clicking icons shown on the top right corner.
  • Planned Requirements can also be exported in CSV format.
  • A partial set of requirements can be exported by selecting a set of requirements (through the checkbox) an then selecting either PDF or CSV export.

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• Append Requirement
  • By clicking on Append row button in the Footer Bar, a Requirement can be appended to the list.
• Auto Insert
  • By checking "Auto Insert" box in the Footer Bar, a new row will be automatically inserted after the current operation is complete.
• Navigate to Top / Bottom of Requirements Table
  • This can be achieved by clicking on  icons in the Footer Bar.
• Indent Requirement: A requirement can be indented in the following two ways:
  
  • First select a requirement and then click on indent button to indent it.
  • By selecting context menu item "Indent Requirement".
• Outdent Requirement: A requirement can be outdented in the following two ways:
  
  • First select a requirement and then click on outdent button to outdent it.
  • By selecting context menu item "Outdent Requirement".
• Multi-select Options
  
  •  There is an option in the Table Header for selecting all entities as per the current filter .
  •  Children of any parent can be selected/ deselected using the context menu options "Select Children in filter" / "Deselect Children".
    
• Multi-select & Bulk Operations
  
  • RMsis provides a mechanism to do a bulk update of Attributes for multiple requirements.
  • To achieve this, select all the requirements, whose attribute is to be modified.
  • Choose Bulk Operation from the Manage Requirements drop-down.
  • A dialog box will appear.
  • Select the attribute and value and Submit.

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