On the ALM sidebar, under Requirements, select Requirements.

• Some menu commands and buttons are not available in all requirement views.

• Tip: You can access the menu bar from the Requirements module by pressing the shortcut key Alt.

• Version Control: Additional menu commands and buttons are available in a version control enabled project. For details, see Versions Menu and Buttons.

How to Create Requirements

Requirements Module Icons

Requirements Specification Overview

Favorites

Displays the four most recently used favorite views in the Requirements module.

You can define the number of views displayed on the menu by setting the FAVORITES_DEPTH parameter in the Site Configuration tab in Site Administration. For details, see the Micro Focus Application Lifecycle Management Administrator Guide: Setting ALM Configuration Parameters.

Favorites

Opens the Add Favorite dialog box, enabling you to add a favorite view to your private or the public folder. For details, see Add Favorite Dialog Box.

Edit

Opens the Alerts dialog box, enabling you to display alerts for the requirements. For details, see Alerts Dialog Box.

Requirements

Opens the Select Cycles dialog box, enabling you to assign selected requirements to cycles. For details, see Select Cycles Dialog Box.

Requirements

Opens the Select Releases dialog box, enabling you to assign selected requirements to releases. For details, see Select Releases Dialog Box.

<right-click menu>

Opens the Attachments page, enabling you to add attachments to the selected requirement. For details, see Attachments Page.

Edit

Clears displayed alerts for the module. For details, see How to Use Alerts.

Edit

Clears a follow up flag of a selected requirement. For details on follow up flags, see Follow Up Flags Overview.

View

Collapses all branches in the requirements tree.

Edit

Opens the Configure Traceability Matrix wizard, enabling you to set the entities displayed the matrix. For details, see Configure Traceability Matrix Wizard.

Available from: Traceability Matrix

Requirements

Opens the Convert to Tests wizard, enabling you to convert selected requirements to tests in a specified subject in the test plan tree. For details, see Convert to Tests Wizard.

Edit

Copies a selected requirement and pastes its URL as a link. The requirement itself is not copied. Instead, you can paste the address into another location, such as an email or a document. Clicking the link opens ALM and takes you to the requirement. If you are not already logged in, ALM first prompts for login details.

Edit

Copies selected requirements within the same project or across projects. When you copy a requirement, any children of the requirement are also copied.

View

Displays the Coverage Analysis view, enabling you to analyze the breakdown of child requirements according to test coverage status. For details, see Coverage Analysis View.

Edit

Moves selected requirements to a different location in the requirements tree.

Edit

Deletes selected requirements. Deleting a requirement also deletes its child requirements, tests coverage, requirement traceability links, and defects linkage. You cannot delete the root folder.

Version Control: Deleting a requirement deletes all previous versions of the requirement.

View

Expands all branches in the requirements tree.

Requirements

Opens the Export Coverage Analysis dialog box, enabling you to save the Coverage Analysis view to a Microsoft Word document. The document displays a bar graph for each parent requirement in the requirements tree.

Available from: Coverage Analysis

<right-click menu>

Opens the Export All Grid Data dialog box, enabling you to export the requirements in a grid as a text file, Microsoft Excel worksheet, Microsoft Word document, or HTML document.

Choose one of the following options:

• All. Exports all requirements in the grid.

• Selected. Exports selected requirements in the grid.

Available from: Requirements Grid

Analysis

Opens the Export Traceability Matrix dialog box, enabling you to save the Traceability Matrix view to a Microsoft Excel worksheet.

Available from: Traceability Matrix

View

Enables you to filter and sort the requirements in the requirements tree or grid. For details, see Filter Dialog Box.

Edit

Searches for a requirement in the Requirements module. For details, see Find Dialog Box.

Edit

Searches for the next item in the requirements grid that meets the previously defined search criteria.

Available from: Requirements Grid

Edit

Opens the Flag For Follow Up dialog box, enabling you to define a follow up flag for a selected requirement. For details, see Flag For Follow Up Dialog Box.

Requirements

Opens the Go To Requirement dialog box, enabling you to find a specific requirement by ReqID. To display the requirement in the requirements tree, click Show in Tree. To display the requirement in the Requirement Details dialog box, click Open Details. You can only go to requirements that are in the current filter.

<right-click menu>

Goes to the Requirements Tree view and highlights the selected requirement.

Available from: Requirements Grid and Traceability Matrix

Analysis

Lists the graphs you can generate for requirements data. Select a predefined graph, or launch the graph wizard.

For details on the predefined graph types, see Entity Graph Types.

View

Displays a grid filter box under each column name, enabling you to define a filter condition for a column.

Type directly into the box, or click the box to display the browse button, which opens the Select Filter Condition dialog box. For details, see Select Filter Condition Dialog Box.

Available from: Requirements Grid

View

Displays the columns on the left-side of the requirements window.

For details, see Requirements Module Icons.

View

Displays information panel tabs on the bottom of the requirement view. For details, see Requirements Module Window.

Available from: Coverage Analysis, Requirements Grid, and Requirements Tree

Edit

Unselects all previously selected requirements in the grid and selects all previously unselected requirements.

Available from: Requirements Grid

Analysis

Lists the most recently viewed reports and graphs in ALM. Displays up to ten items.

Move Down

Move Up

Enables you to move selected requirements in the requirements tree up or down to set their order.

Available from: Requirements Tree, Requirement Details, and Coverage Analysis

Requirements

Opens the Create New Requirement Folder dialog box, enabling you to add a folder under a selected folder.

Available from: Requirements Tree, Requirement Details, and Coverage Analysis

Requirements

Opens the New Requirement dialog box, enabling you to add a requirement under a selected requirement. For details, see New Requirement Dialog Box.

Available from: Requirements Tree, Requirement Details, and Coverage Analysis

Favorites

Opens the Organize Favorites dialog box, enabling you to organize the list of favorite views by changing properties or deleting views. For details, see Organize Favorites Dialog Box.

Pins or unpins the requirement.

Available from: Requirements Tree, Requirement Details, and Requirements Grid.

For details, see Pinned Items Overview.

Favorites

Lists the favorite views that are accessible only to the user who created them.

Analysis

Lists the predefined project reports you can produce on requirements data. For details on the report types, see Predefined Project Reports.

Selecting a report from the list generates a preview of the report. The preview displays up to five entities per report section. To generate the full report, in the upper left corner of the preview, click the downward arrow adjacent to the Generate button and select the report format to generate.

Favorites

Lists the favorite views that are accessible to all users.

View

Refreshes the requirements tree or grid so that it displays the most up-to-date requirements.

Edit

Renames a selected requirement. You cannot rename the root folder.

Syntax exceptions: A requirement name cannot include the following characters: \ ^ *

Edit

Replaces a requirement field value in the tree or grid. For details, see Replace Dialog Box.

View

Displays the Requirement Details view, enabling you to create links between requirements and other entities. It also enables you to calculate and analyze requirement risks. For details, see Requirement Details Page.

Requirements

Opens the Requirement Details dialog box, enabling you to display the details of the selected requirement. For details, see Requirement Details Page.

View

Displays the Requirements Grid view, enabling you to view requirements in a flat non-hierarchical view. Each line in the grid displays a separate requirement.

View

Displays the Requirements Tree view, enabling you to view your requirements hierarchically in a tree.

Edit

Selects all requirements in the grid.

Available from: Requirements Grid

View

Opens the Select Columns dialog box, enabling you to determine which fields to display in the requirements tree or grid and their order. For details, see Select Columns/Select Fields Dialog Box.

Requirements

Opens the Send E-mail dialog box, enabling you to send requirement email to recipients selected from a list or to the author of the requirement. For details, see Send E-mail Dialog Box.

View

Displays the path of the requirements in the requirements tree.

Available from: Traceability Matrix

View

Enables the Add Criterion Coverage dialog box. For details, see Add Criterion Coverage Dialog Box.

Available from: Requirements Tree, Requirement Details, and Coverage Analysis

Edit

Opens the text search pane in the lower part of the Requirements module window, enabling you to search for records in predefined fields. For details, see Text Search Pane.

View

Displays the Traceability Matrix view, enabling you to view traceability relationships between requirements and other requirements or tests in a matrix.

Edit

Opens the Update Selected dialog box, enabling you to update a field value for multiple selected requirements in the tree or grid. For details, see Update Selected Dialog Box.

View

Changes the level of detail in the requirements tree. Includes the following options:

Zoom In. Displays the selected requirement and includes a heading with the hierarchical path of the requirement.

Zoom Out One Level. Undoes the previous zoom in command.

Zoom Out To Root. Enlarges to the highest hierarchical level and display the entire requirements tree.

A global search engine enabling you to search for data on one or multiple projects. The following ALM modules are supported: Defects, Requirements, Tests, Test Sets, and Analysis.

For details on enabling Global Search, see Enabling Global Search.

For user interface details, see Global Search Window.