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Creating requirements


This topic guides you on how to create new requirements directly in a portfolio. For a quick introduction and life cycle of Requirement Management, you can refer to Requirement-Management-Overview.

These operations can be performed by Portfolio Manager of the portfolio and Portfolio Masters.

To create a new requirement from the portfolio

  1. Log in to the Agility Suite application.
  2. Navigate to Portfolios.
  3. To open a portfolio on the Portfolios workspace, click the required portfolio ID.
  4. On the portfolio details page, go to the Requirements tab and click + Requirement.
  5. 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

    The portfolio 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 are required for completion.

    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.

  6. Click Save. The new requirement is created in New status.


 

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