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

  • 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").


Fig – 3 : Requirement Operations Screen

  • Edit Requirement: A requirement can be edited simply by clicking on it OR by clicking its ID.
  • 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.
  • Select Requirement: A requirement can be selected by clicking on first column of the requirement.
  • 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 dropdown "More Actions" in the planned requirements section.
  • 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 the 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 the requirements then click on "Collapse All" button.
  • Move Requirement from Unplanned to planned: A requirement can be moved from "Unplanned Requirements" section to "Planned Requirements" section by selecting requirement and right clicking on it. After right click, a menu appears and requirement can be moved to planned section by selecting "Move to Planned Requirements" section.
  • 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.



Fig – 4 : Requirement Filters Screen

  • Export Requirements (PDF/Word): Requirements can be exported to PDF/Word document by clicking icons shown on top right corner.

Important Notes:

  • If you are unable to perform any operation on this table, then please confirm with your administrator / manager that you have the required credentials to perform that operation.
  • Context Menu is accessible by right clicking on any table row. Operations defined in context menu will be performed on that row.
  • The fields categories, estimated effort, technical risk, release id, priority, criticality, feasibility, status for a parent requirement are non editable.
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