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Edit Requirement General Properties

When you open a requirement, the default Requirement: Properties - General page displays. You can edit the fields displayed on the page.

Follow these steps:

  1. Open the requirement.

    The general page appears.

  2. Define the following fields, and save:
    Title

    Defines the requirement name or title.

    Required: Yes

    ID

    Defines the requirement unique identifier.

    Required: Yes

    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.

    Unassigned

    Specifies whether this requirement has been added to a release. Once you add the requirement to a release, this check box is cleared.

    Default: Selected

    Various

    Specifies that the child requirements added to a release differ from the release the parent requirements are added.

    Default: Cleared

    Associated Task

    Displays the name of the project task linked to the requirement. The requirement can only be linked to one task.

  3. 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.

  4. 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)
    
  5. 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.

More information:

Add Requirements to Releases

Link Requirements to Project Tasks

View the Requirement Hierarchy