Viewing and updating requirement details
The Portfolio/Program Manager assigned and Portfolio Masters can edit all requirements of the portfolio/program.
To update a requirement
- Log in to the Portfolio Management application.
- Navigate to Portfolio/Program console and click the required portfolio/program ID.
- On the demand details page, go to the Requirements tab and click the required requirement ID.
On the requirement details page, click Edit, and perform any of the following actions:
Action
Description
Change basic requirement details
The basic details fields are:
- Summary: summary of the idea if the requirement was created from an accepted idea, or summary from the task if the requirement was created from a task.
- Description: Description of the idea if the requirement was created from an accepted idea, or description of the task if the requirement was created from a task.
- Problem Solved: problem-solving of the idea if a requirement was created from an accepted idea.
- Benefits: Benefits of the idea, if the requirement was created from an accepted idea.
- Attachments.
Change other requirement details
Other details fields:
- Customer impact.
- Required Skill: the skill of the task, if the requirement was created from a task.
- New Business Impact.
- Estimated Effort (h): the estimated effort of the task if a requirement was created from a task.
- Type.
- Priority.
- Click Save to apply the changes.
Header functions
Opening a requirement, you can also view functions (bottoms) related to the requirement in the header.
The following table describes the required functionalities that you can view for your reference:
Header bottom | Purpose |
|---|---|
Resources | This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure Source Entity Type. |
Timecards | This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure Source Entity Type. |
Other requirement tabs
Other than the details of a requirement, you can also view certain tabs that provide more information about the requirement. A portfolio/program manager can use this information to work on the requirement or to analyze.
The following table describes the requirement tabs that you can view for your reference:
Requirement tab | Purpose |
|---|---|
Activities | The Activities tab on the requirement details page displays activities and the history of the changes that portfolio/program managers and project managers have made in the requirement. For more information, see Viewing-requirement-activities-and-adding-activity-notes. |
Related | Portfolio/program managers and project managers can attach files to a requirement and view a consolidated list of all the documents added. For more information about attachments, see Adding documents to a Requirement. |