Creating a Requirement from a Document

You can open an existing Word document and create requirements from the document. This is helpful when there are existing requirement documents you want to incorporate into a project.

CAUTION:
If you have specified the Initial Value of an attribute as Force User To Enter Value, you will be forced to enter this value for each requirement as it is created, allowing you to create only one requirement at a time. Have your Administrator temporarily change the attribute’s Initial Value to Use Default Value or Inherit From Parent before creating multiple requirements from a Word document.
  • creating a requirement with the text specified as a key reference.
  • creating a requirement with the text specified as a non-key reference
  • creating a requirement without a reference to the document.
  • importing a group of requirements

To create a requirement from within a Word document:

  1. Select a requirement type or requirement.
    Note: The new requirement is created as a child of or inserted before/after the selected requirement.
  2. Select File > Open Word Document from the menu. Word opens in the right window, and the menus and toolbars change to Word menus and toolbars. The requirements manager toolbar is displayed in the status bar making both programs’ commands available.
  3. Select the text to use as the requirement description.
  4. To create the requirement, perform one of these steps:
    • To create a new requirement without a reference to the document, click the appropriate Create Requirement button at the bottom left side of the screen.
    • To create a new requirement with the selected text as a non-key reference, hold down the Shift key and click the appropriate Create Requirement button at the bottom left side of the screen.
    • To create a new requirement with the selected text as a key reference, hold down the Ctrl key and click the appropriate Create Requirement button at the bottom left side of the screen. The new requirement is created, and you can create additional links to text within the document.
  5. To save the document, select File > Save from the menu.
  6. To close the document, select File > Close from the menu. The selected text becomes the requirement description.
  7. To save your changes to the requirement, select Requirement > Save Changes from the menu.

    To delete changes, select Requirement > Cancel Changes from the menu.

  8. If the Comment dialog box is displayed, enter a comment about the change and click OK