User Guide | 2019.2

Configuring requirement types

When users add requirements, they must select a requirement type, such as business or functional requirement. You can configure the requirement types your team uses to categorize requirements based on their purpose and manage groups of requirements more effectively.

Helix ALM includes default requirement types that you can use or modify. See Default requirement types. You can also add other types for the requirements your team uses.

1. Choose Tools > Administration > Requirement Types.

The Configure Requirement Types dialog box opens.

2. Click Add to create a new requirement type. See Adding requirement types.

3. Select a type and click Edit to change it. See Editing and deleting requirement types.

4. Select a type and click Top, Move Up, Move Down, or Bottom to reorder the list.

Requirement types are displayed in fields in the same order. You may want to move more frequently used types to the top of the list.

Note:  Requirements are also displayed in this order in detail reports that use the RequirementDocumentForwardTraceabilityReport.xslt stylesheet.

5. Select a type and click Inactivate to inactivate it. See Inactivating requirement types.

6. Select a type and click Delete to delete it. See Editing and deleting requirement types.

7. Click OK to save the changes.

Tip:  You can configure command- and field-level security based on each requirement type. See Adding security groups. You can also configure required fields and default field values for each requirement type. See Defining required fields and default values.