Create and manage requirements

Requirements may be created at the top level or beneath another requirement.

Create a new requirement

1. Open the Business processes () section of the project.

2. Click the Requirements tab.

3. To add a requirement to the root level, click Add requirement in the upper-right corner. To add a requirement under an existing requirement, click Add () > Requirement.

   The Add a requirement for this project dialog opens.

4. In the Details section, fill out all required fields. Mandatory fields are marked with an asterix (*).

   • Type - (Optional) Select the type of requirement. This is only a drop-down list if you Tenant Administrator has configured additional custom requirement types.

   • Priority - (Optional) Identify the priority of the requirement. The default is Medium. Read the section following this one for more information.

   • Workflow - (Optional) Select a workflow for the requirement to govern its lifecycle. You can always assign the requirement a workflow later if you are unsure which one to choose now. It is not required to select a workflow.

   • Name - Enter a descriptive name or title for the requirement.

   • Assignee - (Optional) Select the person, role, team, or [supplier] responsible for the requirement. The requirement creator (you) is selected by default. You can leave this field blank if you do not yet know who will be responsible for it.

     Note: If you add an item to the requirement that has associated suppliers, those suppliers appear in the list of assignees, in addition to your other project team members.

   • Description - (Optional) Enter any additional information or context for the requirement.

5. (Optional) In the Add Upchain documents section, select the Upchain documents (documents already added to this project) you want to associate with the requirement.

6. (Optional) In the Add items section, associate items with the requirement.

   1. Click Search.

      A new tab in your browser opens to the Advanced search window.

   2. Perform an Advanced search to locate the desired item.

   3. Beside the desired item in the search results, click Copy ().

   4. In the Add a requirement for this project dialog in the Add items section, click Paste.

7. Click Add requirement.

The newly-created requirement becomes visible in the list view, and its status is set to Draft. The requirement assignees receive an email notification.

Requirement priorities

A requirement's priority level defines its importance in relation to other requirements. Ranking your requirements can help you organize them more effectively. Each priority level has a specific color. The following is a list of priorities and how they might be used in your requirements list:

• Low (Green) - Requirements that are not urgent and not important.
• Medium (Yellow) - Requirements that are not urgent but important.
• High (Light red) - Requirements that are urgent but not necessarily important.
• Critical (Deep red) - Requirements that are important and urgent.

Edit a requirement

A requirement begins in a Draft state. As long as a requirement is in Draft, it may be edited.

1. From the list of requirements, select the requirement you want to edit.

   Its detail view opens.

2. Click Edit.

3. Make your changes.

4. Click Save.

The following fields may be changed while the requirement is still in Draft:

• Priority
• Workflow (as long as the workflow hasn't already started)
• Name
• Assignee (the new assignee will receive an email notification)
• Status (if no workflow is assigned)
• Description

Once the workflow has been started, the only fields that are editable are a priority and description.

Delete a requirement

Requirements may be deleted as long as they are still in Draft.

1. From the list of requirements, select the requirement you want to delete.

   Its detail view opens.

2. Click Delete.

The requirement is now deleted.