Add requirement form

This popup form can be accessed via the add menu in the top header area of the selected asset view page (e.g. project, sub-project or change request), as shown in Figure 1. Alternatively you can access the add popup form at the bottom of the Requirements tab at these same view pages, as shown in Figure 2. You can add a requirement to a folder also listed in this table, or another requirement that is listed to create groups or hierarchies of requirements via the actions column menu of the Requirements table, as shown in Figure 3.

Figure 1 – Access via add menu

  

 Figure 2 – Access via requirements tab

Figure 3 – Access via actions column menu

This popup is shown in Figure 4 and is used to add a new requirement for the selected asset.

Figure 4 – Add requirement form

This form has the following fields:

Parent asset:	This read-only field shows which asset you are creating this requirement for.
Reference*:	This mandatory field is used to specify a reference for the requirement, e.g. REQ_001. The reference must be unique within your project. If you click on the “Find next reference” then the system will find the next available reference number. For example if you enter the reference SEC_000 then the system will try SEC_001, SEC_002 etc until it finds an available value.
Category:	This drop-down list can be used to select a category for this new requirement.
(New category):	This field can be used to add a new category to assign this requirement to. This field will only be available if you have selected the “Add a new category” option of the drop-list provided in the Category field above.
Description:	You can add a short description of this requirement here.
Priority:	Enter a priority for this requirement here. This priority can be used when sorting requirements in lists.
Weighting*:	Assign a weighting to this requirement here.
Allocated to users:	You may select multiple users to have this new requirement allocated to them by holding the CTRL or SHIFT keys and clicking on the name of the additional user(s). To de-select, click on the highlighted name while still holding the CTRL or SHIFT keys so as not to lose all other selected users.
Allocated to roles:	You may select multiple roles to have this new requirement allocated to them by holding the CTRL or SHIFT keys and clicking on the name of the additional role(s). To de-select, click on the highlighted name while still holding the CTRL or SHIFT keys so as not to lose all other selected roles.
Workflow:	Select the applicable workflow for this requirement. You can define your own workflows if you do not want to use the system default workflow.
Add more requirements:	Leave this check box selected if you want to add more requirements to this parent asset once the current requirement has been created.

^*The reference and weighting fields are mandatory, but all others are optional. If you accidentally try to add a new requirement with the same reference as an existing requirement for your project then you will get a warning message. Once you are happy with your entries click the “Add requirement” button at the bottom of the form. This will add a new requirement with the details that you supplied. The new requirement can be viewed in the Requirements tab asset listing at the parent asset’s view page, as shown in Figure 5.

Figure 5 – View from Requirements tab

Click the “Cancel” button if you no longer want to add a new requirement.