Viewing requirement activities and adding activity notes
While viewing a requirement, you can track the requirement activities and add activity notes to the requirement. Activity notes provide additional information about the project such as details about tracking the requirement, communication details between portfolio/program managers, project managers, demand managers and idea managers in the portfolio, and so on. You can view and track all the activities performed on a requirement on the Activity tab on the project details page.
You can perform the following actions on the Activity tab of a requirement:
- View the name of the contributor who made the comment performed.
- View the status changes and assignment changes.
- View automatic requirement status updates.
- View information such as public notes.
- View feedback provided by a person who accesses the project.
- Filter project activities by using the available filters.
- Search the activities performed by a particular author.
To view requirement activities
- Log in to the Portfolio Management application.
- Navigate to Portfolio/Program console and click the required portfolio ID to access the portfolio/program.
- Go to the Requirements tab and click requirement ID to open the requirement.
- On the requirement details page, click the Activity tab.
On this tab, the latest change in the requirement is displayed at the top. - (Optional) To perform a search to view the updates made by a particular person, click Filter, select the Author check box, enter the name of the agent, and click Apply.
You cannot perform the following actions on the Activity tab:
- Modify the order in which the requirement activity details are displayed.
- Disable or enable auditing on the fields that are displayed in the required activities.
To add activity notes to a requirement
- Log in to the Portfolio Management application.
- Navigate to Portfolio/Program console and click the required portfolio ID to access the portfolio/program.
- Go to the Requirements tab and click requirement ID to open the requirement.
- On the requirement details screen, click the Activity tab, and click Add a note text box.
Any text that you add is automatically spell checked. The spell check option is enabled by default. You can disable the spell check if you do not want the text to be checked. - Enter details in your activity note and click Post.
- (Optional) To attach files to your notes, click Attach.
Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*