Creating requirements from tasks

A requirement can be created in a portfolio from:

• an idea when the idea is accepted.
• copying demand requirements in the portfolio when the demand is assessed.
• an opened task.

The Project manager of the project, Portfolio Manager of the portfolio, Project Masters, Portfolio Masters, and Project Managers with write additional access to the project, can create new requirements in the portfolio from opened tasks.

Only one requirement can be created from one task.

It is not allowed to create requirements from subtasks.

To create a new requirement for submitting a task

1.  Create a new task by following the steps Creating-tasks-in-backlog or Creating-tasks-in-a-sprint or Creating-tasks-in-a-phase, and setting Create Requirement field to Yes. 
2. A new requirement is created in the status In Project in the portfolio of the project, using information from the task, and related to the new task. 

To create a new requirement from viewing a task

1. Log in to the Portfolio Management application
2. Open the task from you want to create the requirement, in different ways:
   1. Navigate to Workspaces > Projects and open a project on the Projects workspace by clicking the required project ID.
      
      • If the task is related to a sprint or phase, go to the Sprints or Phases tab and click the required sprint ID or phase ID. On the sprint or phase page, go to the Tasks tab and click the required task ID.
      • Otherwise, go to the Tasks in the Backlog tab or Global Tasks tab, and click the required task ID.
   2. Navigate to Workspaces > Project Tasks and open the task on the Project Tasks workspace by clicking the required task ID.
3. On the task header page, click 'Create Requirement' bottom.
   A confirmation dialogue is shown.
4. Click Yes.

A new requirement is created in the status In Project in the portfolio of the project of the task, using information from the task, and related to the task. 

To create new requirements from tasks viewing a project

1. Log in to the Portfolio Management application
2. Open a project, in different ways:
   • Navigate to Workspaces > Projects and click the required project ID.
   • Navigate to Portfolios, click the portfolio ID of the project, go to the Projects tab on the portfolio details page and click the required project ID.
3. On the project details page, go to the Tasks in Sprints tab if Agile project or Tasks in Phases tab if Phased project, Tasks in Backlog tab, or Global Tasks tab.
4. Select the tasks that you want to create requirements from the list, and click Create Requirements.
   A confirmation dialogue is shown.
5. Click Yes.

A new requirement is created in the status In Project in the portfolio of the project for each selected task, using information from the task, and related to the task. 

To create new requirements from tasks viewing a sprint

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open an Agile project on the Projects workspace, click the required project ID.
4. On the project details page, go to the Sprints tab and click the required sprint ID.
5. On the sprint details page, go to the Tasks tab.
6. Select the tasks that you want to create requirements from the list, and click Create Requirements.
   A confirmation dialogue is shown.
7. Click Yes.

A new requirement is created in the status In Project in the portfolio of the project for each selected task, using information from the task, and related to the task. 

To create new requirements from tasks viewing a phase

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a Phased project on the Projects workspace, click the required project ID.
4. On the project details page, go to the Phases tab and click the required phase ID.
5. On the phase details page, go to the Tasks tab.
6. Select the tasks that you want to create requirements from the list, and click Create Requirements.
   A confirmation dialogue is shown.
7. Click Yes.

A new requirement is created in the status In Project in the portfolio of the project for each selected task, using information from the task, and related to the task.