Requirement Operations

The following operations can be performed on "Planned Requirement" table:

• 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.

• 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 and 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.
• 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".
• 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.
• Baseline Actions:
  • Accessed through Version/Baseline Actions dropdown
  • Mark for Baseline: All selected requirements can be marked for baseline by selecting "Mark for Baseline" option.
  • UnMark: All selected and marked requirements can be unmarked by selecting "UnMark" option.
  • Create Baseline:
    • All marked and selected requirements can be baselined by selecting "Create Baseline" option.
    • System will prompt for and save the Baseline Name & Description.
  • Details of implementation are available at Requirements Baselining, Change and Audit
• Version Actions:
  • Accessed through Version/Baseline Actions dropdown
  • Create Version: A new version of the requirement is created. The selected requirement(s) must be committed to perform this operation.
  • Commit Version: The present state of requirement is saved.
  • Details of implementation are available at Requirement Versions, Baseline and History
• View Versions:This dropdown provides multiple options for viewing various versions of requirements.
  • Latest View shows the latest version of all requirements.
  • All Versions
  • All saved Baselines.
• Expand Requirement: A parent requirement can be expanded by clicking on expand button associated with the requirement text but if you want to expand all requirements, then click on "Expand All" button.
• Collapse Requirement: A parent requirement can be collapsed by clicking on collapse button associated with the requirement text but if you want to collapse all requirements, then click on "Collapse All" button.
• Move Requirement from Unplanned to planned: A requirement can be moved from "Unplanned Requirements" table to "Planned Requirements" table by selecting requirement and right clicking on it. After right click, a menu appears and requirement can be moved to planned table by selecting "Move to Planned Requirements".
• 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
• Search :
  • User can search for requirement Id's and text within the description field using the search box provided.
  • Reset Filter clears the search field as well.

• Specifying source of requirement 
• Source of requirement can be specified in detailed requirement view.
• Refer following link for details Specifying - Source of a Requirement
• Import Requirements:
  • User can initiate the import process by clicking on the "Import Requirements" button in the Unplanned Requirements table.
  • A panel will open up, showing the acceptable csv format and will offer to download a blank file in that format.
  • On system prompt, the updated (CSV) file can be provided.
• Export Requirements:
  • Requirements can be exported to PDF format by clicking icons shown on top right corner.
  • Planned Requirements can also be exported in CSV format.
• Export Requirements to another Project
  • Select the requirements you wish to export and select "Export to Another Project".
  • Select the target project from the panel which appears (shown below)
  • Refer this link for more details.