Viewing and updating requirement details
The Portfolio Manager assigned and Portfolio Masters can edit all requirements of the portfolio.
To update a requirement
- Log in to the Agility Suite application.
- Navigate to Portfolios and click the required portfolio 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 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 managers and project managers have made in the requirement. For more information, see Viewing-requirement-activities-and-adding-activity-notes. |
Related | Portfolio 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. |