Locate requirements

Requirements are defined in the context of a project, so generally the first step in locating requirements is to open the project that contains the requirements you want to work with. For information, see Access projects.

In projects, requirements may be defined in the context of LiveDoc Documents, or they may be defined directly in the integrated tracker (Navigation Work Items Table), or a combination of the two approaches may be used. The simplest way to locate the requirements in a project is as follows.

  1. In navigation, expand the Work Items topic. The Work Item types currently configured for the current project appear as child nodes.

  2. Click Requirement. The Table views becomes current in the Work Items page and the table contains all the Requirement type Work Items in the project whether they are defined in a Document or directly in the tracker.

Work Item types are configurable to support the semantics of any process. In the above steps, if you don't see Requirement it is because your project has been customized with different types. You would click on whatever type corresponds to requirements in your organization or project. For example, if your process is some variant of the Scrum methodology, you might see User Story in Step 2 above rather than Requirement.

If a requirement you have located is defined in a LiveDoc Document, and you want to edit or view it there, you can easily open the containing Document. When selected in the top section of the page, the Edit in Document button appears in the Viewer/Editor toolbar in the lower part of the Work Items page. Click this button to open the associated Document and go directly to the selected requirement in it.