Previous Topic: How to Work with Requirements

Next Topic: View and Open Requirements

Create Requirements

You can complete the basic requirement data using the Create Requirement page. You can edit the requirement details, such as the general properties.

Note: You can also create new requirements from within a requirement hierarchy.

Follow these steps:

  1. Open Home, and from Requirements Planning, click Requirements.

    The list page appears.

  2. Click New.

    The create page appears.

  3. Complete the following fields, and click Save and Return:
    Title

    Defines the requirement name or title.

    Required: Yes

    ID

    Defines the requirement unique identifier.

    Required: Yes

    Type

    Defines the requirement type.

    Values: Feature, Requirement, and User Story

    Default: Undefined

    Theme

    Defines the requirement theme.

    Values: Architecture, Competition, Customer Satisfaction, Integrations, New Feature, and Quality

    Default: Unspecified

    Detailed Description

    Defines the requirement detailed description.

    Requirement Manager

    Defines the name of the individual responsible for delivering the requirement within your organization.

    Status

    Defines the requirement status.

    Values: New, Need Additional Information, In Pipeline, Active Candidate, Assigned to a Release, Approved, Implemented, Duplicate, Rejected, and Draft

    Default: Unspecified

    Committed

    Specifies that the requirement must be delivered to satisfy an organizational commitment to a group or individual.

    Default: Cleared

    Risk

    Defines the requirement risk.

    Values:

    • Low. The requirement objectives, scope, and benefits are reasonable, clearly defined, measurable, and verifiable.
    • Medium. The requirement objectives, scope, and benefits are fairly reasonable, clearly defined, measurable, and verifiable.
    • High. The requirement objectives, scope, and benefits are not reasonable, clearly defined, measurable, and verifiable.

    Default: Unspecified

    Requested By

    Defines the group or organization requesting the requirement.

    Values: Beta Customer, Customer, Focus Group, Pre-Sales, and Sales

    Default: Unspecified

    Investment

    Specifies the name of the investment that owns the requirement.

    Release

    Defines the name of release associated with the requirement. The releases available for selection are associated with the investment owning the requirement.

  4. In the Effort section, define the budgeted and estimated effort for the requirement.
    Effort (Budget)

    Defines your organization budgeted effort amount to deliver the requirement.

    Effort (Estimate)

    Defines your organization estimated effort to deliver the requirement.

  5. In the Cost section, define the various budgeted and estimated operating expenses and capital.
    Operating Expense (Budget)

    Defines the requirement budgeted portion of the total cost for operating expenses.

    Capital (Budget)

    Defines the requirement budgeted portion of the total cost for capital expenses.

    Total (Budget)

    Displays the requirement total budgeted cost, based on the following formula:

    Total Cost (Budget) = Operating Expense (Budget) + Capital (Budget)
    
    Operating Expense (Estimate)

    Defines the requirement estimated portion of the total cost for operating expenses.

    Capital (Estimate)

    Defines the requirement estimated portion of the total cost for operating expenses.

    Total (Estimate)

    Displays the total requirement estimated cost uses the following formula:

    Total (Estimate) = Operating Expense (Estimate) + Capital (Estimate)
    
    Aggregate Operating Expense (Estimate)

    The aggregated requirement including child requirement estimate of the total cost for operating expenses is based on the following formula:

    Aggregate Operating Expense (Estimate) = Operating Expense (Estimate) + Child Requirement Operating Expense (Estimate)
    
    Aggregate Capital (Estimate)

    The aggregated requirement estimate of the total cost for capital expenses is based on the following formula:

    Aggregate Capital (Estimate) = Capital (Estimate) + Child Requirement Capital (Estimate)
    
    Aggregate Total (Estimate)

    The total requirement aggregated cost inclusive of child requirements is based on the following formula:

    Aggregate Total (Estimate) = Aggregate Operating Expense (Estimate) + Aggregate Capital (Estimate)
    
  6. In the Organizational Breakdown Structures section, define the OBS you want to associate with the resource for security, organizational, or reporting purposes.

    See the CA Clarity Basics User Guide for more information.

    Department

    Defines the financial department and entity associated with the requirement. The department requires to belong to the same entity as the location.

    Location

    Defines the location of the financial department associated with the requirement. The location requires to belong to the same entity as the department.

    Your new requirement displays in the requirements list.

More information:

Link Requirements to Project Tasks

Edit Requirement General Properties

How to Work with Requirement Properties