1. Creating a list of requirements. This list can for example group the necessary requirements for a new software version.
2. Creating requirements.
3. Assigning the different dependencies to requirements (tasks, business rules, etc.).
4. Monitoring the requirements.

1. Display or create a "Requirements" pane in the Project Management Hub.
2. In the "Management" group, click "List of requirements".
3. Click and select "New list of requirements".
4. In the window that appears, you can specify the characteristics of the list in the "General" tab:
   
   • The list name.
   • The linked document (if necessary).
   • The option "There must be a manager for all the requirements in the list" makes it mandatory to set a manager for each requirement in the list. The manager will not be able to validate their task if another participant still has a task associated with the non-validated requirement.
   • The list description.
5. In the "Rights" tab, specify:
   • The managers of the list of requirements. These persons will be able to modify the requirements found in the list.
   • The rights that will be granted to the contributors of Control Centers: the contributors defined in the Control Centers may have (or may not have) the rights to:
     • See the requirements found in the list.
     • Modify the requirements found in the list.
     • Add dependencies (which means add tasks, business rules and/or incidents)
     • Delete dependencies (which means delete tasks, business rules and/or incidents).
       Caution: Deleting dependencies is a strategic operation because deleting a dependency may validate a requirement.
       Remark: The full rights are granted to the managers of the list of requirements.
6. The "Additional items" tab allows you to specify, if necessary, the additional items to be managed by the requirement list. These items can be used to manage the customer agreement, the standard service, ... Up to 3 additional items can be added to each one of the requirements found in the list. This information will be displayed in the "Other information" pane of requirement description and in the list of requirements.
   To take a new item into account:
   • Check the line corresponding to the new item.
   • In the table, modify the caption of the item as well as its type.
   • Check the corresponding box if the item must be taken into account in the search by keywords.
   • Specify (if necessary) the default value of item.
7. Validate. The window for managing lists of requirements is displayed.
8. Validate.

Remarks

• A list of requirements can also be created from WINDEV, WEBDEV and WINDEV Mobile:
  • click in the quick access buttons.
  • the window for creating a new element is displayed: click "Workshop" then "Requirement".
• The characteristics of a list of requirements can be viewed/modified from the window for managing requirements ("List description" in the context menu).

1. Display or create a "Requirements" pane.
2. In the list of requirements on the left, select the desired list of requirements.
3. In the tab ribbon, click "New requirement" and select the requirement creation mode:
   
   • Simple creation.
   • Standard creation.
   • Create from template.

Standard creation

1. Indicate the characteristics of the requirement in the "General" tab of the description window:
   
   • The requirement name. This name must summarize the requirement content in a few words.
   • The name of the associated list of requirements. This option is used to transfer (if necessary) a requirement from a list to another one (feature not performed by the deadline for example.
   • The name of the requirement manager.
     This manager will not be able to set the task as "completed" until the tasks of the other members have been completed and will be notified each time a team member completes her or his task.
     Remark: Depending on the settings of the requirement list, it may be mandatory to specify a manager.
   • The target(s) of the requirement. A requirement can be specific to a platform (Windows, Linux, Android, etc.), to a client, ... The link "Click here to select the targets to associate" allows you to select one of the targets proposed by default, or to create and manage your own targets.
   • The full requirement description.
2. The "General" tab also features a series of tabs at the bottom of the window. You can specify:
   • Evaluation of the requirement:
     • The priority level for the requirement (from 1 - low priority to 10 - high priority).
     • The scheduled deadline (if necessary).
     • The linked tasks (test and/or documentation).
     • The coefficient of complexity applied to the tasks linked to the requirement.
   • The attachments: The attachments correspond to the documents linked to the requirement. It can be a file, an image found in the clipboard or an Internet link.
   • Template: You have the ability to create "requirement templates" and to associate the requirement with a template (see below).
   • The additional information if necessary: This information corresponds to the additional items associated with the list of requirements.
3. The "Dependencies" tab allows you to enter the tasks associated with the new requirement. These tasks can also be associated with the requirement later on.
4. The "Comments" tab allows you to type comments about the requirement. These comments can be typed by any person associated with the requirement.

Remarks

• A requirement can also be created:
  • from WINDEV, WEBDEV and WINDEV Mobile:
    • click in the quick access buttons.
    • the window for creating a new element is displayed: click "Workshop" then "Requirement".
  • from the requirement management window: in the "Requirements" pane, in the "Management" group, click "List of requirements". In the window that is displayed, click , "New requirement" option.
• The characteristics of a requirement can be viewed and/or modified from the "Requirement" tab. To do so, select the list of requirements and the requirement to consult. Double-click the requirement to display the description window.
• If the requirement name is modified, the Project Management Hub automatically proposes to rename all associated tasks.

Special case: The requirement templates

Overview

How to import a list of requirements

1. Display or create a "Requirement" tab.
2. In the ribbon, in the "Management" group, click "Lists of requirements".
3. In the window, click the button.
4. Select the file to import.
5. Validate.

Import in RTF

• Each requirement must start with a "Title:" tag (or "Titre:"): Example: "Title: Test requirement 1".
• Each requirement data must be preceded by the corresponding tag. The tag must be found at the beginning of the line.
• For the following tags, the value must be found on the same line as the tag:
  • "Title"
  • "Creation date"
  • "Deadline"
  • "Author"
  • "Priority"
  • "Test"
  • "Dev Coeff."
  • "Test Coeff."
• For the following tags, the value starts after the tag and stops before the next tag:
  • "Description"
  • "Comment"

• Inside a requirement, the value of a tag is imported once only. The tag is then considered as being "normal" text.

• The text found outside a value is ignored (text before the first "Title" or text after a single-line tag).
• The values that do not exist in the record are initialized to their default values.
• French tag names and English tag names can be mixed.
• List of imported tags:
  

  French / English

  Titre / Title

  Description / Description

  Commentaire / Comments

  Date de création / Creation Date

  Échéance / Deadline

  Auteur / Author

  Priorité / Priority

  Test / Test

  Coeff. Dev. / Dev. Coeff.

  Coeff.Test. / Test. Coeff.

Import in XLS format

• The first line must contain the title of columns.
• There must be at least one "Title" column or one "Description" column.
• If the name of the column does not correspond to an expected name, its content is ignored.
• The non-existing columns are initialized with their default values.
• French column names and English column names can be mixed.
• If several columns with the same name are found several times in the file, only the first column is imported. The other ones are ignored.
• List of imported column names:
  

  French / English

  Titre / Title

  Description / Description

  Commentaire / Comments

  Date de création / Creation Date

  Échéance / Deadline

  Auteur / Author

  Priorité / Priority

  Test / Test

  Coeff. Dev. / Dev. Coeff.

  Coeff.Test. / Test. Coeff.