User Guide | 2019.2

Adding requirement types

Create a requirement type for each type of requirement your team uses. Requirement types help your team categorize requirements based on their purpose and manage groups of requirements more effectively. Users must select a requirement type when they add a requirement.

1. Choose Tools > Administration > Requirement Types.

The Configure Requirement Types dialog box opens.

2. Click Add.

The Add Requirement Type dialog box opens.

3. Enter a Name. The name is displayed in requirement fields.

4. Enter a Description to explain the purpose of the requirement type.

5. Click Choose Icon to select an icon to associate with the requirement type.

Icons are displayed in the Select Requirement Type dialog box that opens when adding requirements, in the requirements tree in documents, and in the Microsoft Word Import Wizard.

Note:  Icons are available in the workflowicons directory in the Helix ALM application directory (server installations only) or you can use custom icons. Icons must be 16x16 pixels in BMP, GIF, or PNG format. The pixel at 0,0 in the image is used for the transparency color.

6. Optionally enter a Tag prefix and Suffix. You can enter up to 5 characters in each field.

The prefix is prepended to the requirement number and can help users easily identify requirement types in documents, list windows, and reports. The suffix is appended to the requirement number. For example, if you enter BR- for the prefix and -Web for the suffix, the tag for requirement number 100 is BR-100-Web.

7. Click Required Fields & Default Values to configure required fields and default values for the new requirement type.

By default, new requirement types use the required fields and default values configured for all requirement types. You can override the default setting and set different field options for each type. See Defining required fields and default values.

Note:  You are prompted to save the requirement type changes. Click Yes to save the changes, close the Add Requirement Type dialog box, and open the Required Fields & Default Values dialog box.

8. Click OK to save the changes.