Requirements › How to Merge Requirements

How to Merge Requirements

You can merge two or more requirements into a single requirement. When you merge requirements, select one of the requirements as the master. The remaining merged requirements become inactive children requirements that are listed only on the master requirements page.

Important! Once you merge requirements, this action cannot be undone.

The following rules apply for merging requirements:

• The information in the following list boxes for the parent and children appear in the master requirements detail page:
  • Products
  • Requirement Owners
  • Releases
  • Personas
  • Sources
  • Features
• The following fields are not merged, but the information remains specific to the individual requirements, whether they are the parent or the child:
  • Requirement ID
  • Labor Estimate
  • Cost Estimate
  • Complexity
  • Priority
  • Type
  • Title
  • Financial Benefits
  • Theme
  • Confidence Level
  • Category
  • State
  • Is Active

  Note: You can open and view the inactive children requirements that appear on the master requirement detail page.

Follow these steps:

1. Click Requirements, and from Detailed Planning, click Requirements.
2. Select All records from the View drop-down list.
3. Select the requirements that you want to merge and click Merge.

   The merge page appears with the selected requirements listed.

4. Select the requirement that is to be the master requirement and click Merge.

   The detail page of the parent appears with the merged requirements listed as child requirements.