Importing Requirements from Microsoft Word

You can import requirement names and descriptions from a Microsoft Word document into a project using the Import From Word wizard.

You can migrate requirements stored in Microsoft Word by using Caliber import facilities ( Tools > Import from Word ).

To reuse project information across Caliber servers, project administrators can also import project information from one Caliber server to another using Caliber Import. Note that the project information must be first exported using Caliber Export.

Prior to importing, it is important to make sure your formatting is accurate. For example, you must apply a style to a list before adding bullets.

To import requirements from Microsoft Word

  1. In Caliber, click Tools.
  2. Click Import from Word. The Import from Word wizard appears.
  3. Enter the path and name of the Microsoft Word file, or click the Browse button to navigate to the file.

    Indicate how you want to import requirement descriptions: with Formatted text, tables and images or Plain text.

    Note: Do not use special bullets (check marks or shaded less than signs) in table cell items.
    Note: OLE objects included in Word documents are imported as pictures. You can insert the respective OLE objects after import.

    Indicate how you want to name the requirements. Select either the Retrieve the requirements names from the document option button, or the Automatically name the requirements using a base name and a sequential number option button. Enter a base name here. If you do not enter a name, Import uses the Microsoft Word document name as the base name by default.

  4. Click Next. In the top pane, if you are importing requirement names by style, select the paragraph style(s) that are specific to requirement names. Styles define the appearance of various text elements within the document, such as headings and body text. The styles listed are those found in your Microsoft Word document. You may select any or all styles from the list.

    In the bottom pane, indicate how to recognize requirement descriptions:

    • if you are importing requirements names by style, select the Import all text between the above selected Text styles as the requirement description option.
    • if you are not importing requirement names by style, select the Import only the Text styles below as the requirement description option. Select the styles that are specific to requirement descriptions.
  5. Click Next. If you are importing requirement names by paragraph style, select the Import all text, ignoring delimiters option button.

    If not, select the Only import text enclosed in the following delimiters option button. The Beginning and Ending fields become available. Enter the beginning and ending delimiter in the appropriate area.

  6. Click Next. If you are importing requirement names by paragraph style, select the Import all text, ignoring keywords option button. Import from Microsoft Word begins processing the document. Once processing is completed, Import from Microsoft Word displays a list of new requirements for each criteria that was met. Import from Microsoft Word also creates child requirements based on the paragraph style hierarchy in your document.

    If you are importing requirement names by keywords, select the Only import text containing the following keywords option button. Enter the keywords in the available field, separating each keyword by a comma. Phrases containing these keywords are imported as requirement names.

  7. Click Next. Import from Microsoft Word begins processing the document. Once processing is completed, Import from Microsoft Word displays a list of new requirements for each criteria that was met. Import from Microsoft Word also creates child requirements based on the paragraph style hierarchy in your document.
  8. Select a requirement, and choose the location for the newly created requirements. Select one of the following options: Insert Above, Insert Below, or Insert as Children.
  9. Click Finish to complete import. The Import is Complete dialog box is displayed. Click OK.