Managing Requirements › How to Work with Requirement Versions › Create a Requirement Draft

Create a Requirement Draft

You can create a draft of the requirement so that you can review it before creating a version.

Follow these steps:

1. Click Requirements, and from Detailed Planning, click Requirements.

   The Requirements list page appears.

2. Click New.

   The New pop-up dialog opens to create a requirement.

3. (Optional) Click Configure to add more fields or change the order of columns in the requirement page.
   • Select the fields and layout.

   Note: You cannot configure some custom attributes including Email, Date/Time, Phone, Encrypt Text, Auto Number, Roll-up Summary, Lookup relations, URL, and Master-detail relationship.

4. Fill in the required fields.

   Category

   Specifies a way to group requirements that is defined by your company. Select one of the options from the drop-down.

   Complexity

   Specifies the degree of difficulty that can be expected in completing the requirement.

   State

   This field is defined by your company. Typically, this field is used to label different workflow stages for a requirement.

   Important! If you configure the optional fields after this step, all the populated details in the fields will be lost. Always configure the optional fields before completing the default fields.

5. Save your changes.

   The requirement is created. The status of the requirement is Draft.

Note: To delete the requirement, in the Requirement list, select the requirement that you want to delete, and click Delete.