Creating requirements
This topic guides you on how to create new requirements directly in a portfolio or program. For a quick introduction and life cycle of Requirement Management, you can refer to Requirement-Management-Overview.
These operations can be performed by the Portfolio/Program Manager of the portfolio/program and Portfolio Masters.
To create a new requirement from the portfolio/program
- Log in to the Portfolio Management application.
- Navigate to the Portfolio/Program console.
- To open a portfolio/program, click the required portfolio/program ID.
- On the portfolio/program details page, go to the Requirements tab and click +Requirement.
On the create requirement blade page, enter the values for the following fields:
Field
Description
Summary
Enter a Summary of the Requirement which can describe the purpose behind a Requirement.
Description
Describe the Requirement in more detail.
This is a special type of field which supports basic formatting, images, tables, and hyperlink.
New Business Impact
High, Medium, Low, n/a (Not Applicable)
Customer Impact
High, Medium, Low, n/a (Not Applicable)
Type
Values are Functional, Issue, Bug.
Functional: Functional change.
Issue: a change is requested from an issue.
Bug: a change that gets raised by a customer which turns into a requirement.
Priority
Priority of Requirement.
Portfolio/Program
The portfolio/program to which the requirement belongs. You cannot modify this value.
Required Skill
Architect, Developer, Manager, Tester, etc.
It is possible to configure the values, see Configuring-Resource-Management.
Estimated Effort (h)
Tentative efforts, hours, that are required for completion of the requirement.
Attachments
Can associate attachments, and videos for a better understanding of the requirement.
Benefits
Some advantages of implementing the Requirement can be added.
This is a special type of field which supports basic formatting, images, tables, and hyperlink.
Problem Solved
Some problems that will be solved from this requirement can be added.
This is a special type of field which supports basic formatting, images, tables, and hyperlink.
- Click Save. The new requirement is created in New status.