Creating new requirements from existing requirements

You may be able to create new requirements from existing requirements depending on how your team uses Helix ALM. For example, you may be able to create functional requirements from business requirements. Information from the source requirement is copied to the new requirement depending on the project configuration. See Configuring item mapping rules.

Tip:  You can also duplicate requirements. When duplicating, you can control the information copied to the new requirement, such as history and file attachments. The type for the new requirement is the same as the source requirement and cannot be changed. See Duplicating requirements. When you create new requirement from existing requirements, the information copied to the new requirement is already configured, but you can update it when you create the requirement. Only field information is copied, not historical information, such as workflow, emails, and attachments.

1. Click Create Requirement when you are viewing or editing a requirement. The button name may be different depending on the requirement types you can create. You can also select a requirement in the Requirements list window, in a document, or in the Folders list window to create a new requirement from and choose Activities > Create Requirement.

If you can create multiple types of requirements from other requirements, you are prompted to select a requirement type. Select a type and click OK.

Note:  If you are required to select a document to add the new requirement to, the Select Requirement Document dialog box opens. To find a document, you can search, go to a specific document number, apply a filter, or select the <Recent Items> filter to view a list of recently accessed documents. Select the document and click Select.

The Add Requirement dialog box opens. Information from the source requirement is displayed in the new requirement.

2. Make any changes.

3. Click Add to save the requirement.

Tip:  Click Apply to save and continue working on the requirement.

You may be prompted to link the requirements. Click Add Link to create a link or Do Not Link if you do not want to create a link. See Working with related items.

The requirement is saved and added to the project. If the requirement was added to a document, the document opens and the requirement is selected.