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Jagmohan_Chawla
Advisor
Advisor
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In this blog post ,  I would like to explain

  • What are Requirements

  • what is Requirement Hierarchy

  • How do you create Requirements

  • How do you Track Requirements


so lets get started


What are Requirements


Requirements are expectations from Business that need to be fulfilled. They are typically collected as part of Fit-to-standard workshops. Requirements can call into multiple workstreams such as Standard configuration , Extensibility , Analytics .


Also requirements can vary in size and complexity. Some of the requirements may need approval to proceed but some requirements which are business as usual are sent to development without any explicit approval

 

What is Requirement Hierarchy


A Requirement can be broken down into smaller units such as Project tasks and user stories. Even though Project tasks and user stories behave very similarly , we recommend that you use Project tasks for collaboration and clarifications and user stories for smaller definitions of Requirements from user perspective. These Project tasks and user stories can be further broken down into sub-tasks

 

So your Hierarchy should look like

  • Requirement

    • Project Task

      • Sub-task 1

      • Sub-task 2



    • User story 1

      • Sub-task 1

      • sub-task 2



    • User story 2

      • Sub-task 1






Please note that decomposition of a Requirement into Project tasks or user stories is optional.

The best way to view the Hierarchy is using the Gantt chart control in Requirements app

 

How do you create Requirements


You can create requirements in various ways


  • From a Solution process




The recommended way to create Requirement is using the Solution process diagram so that the process context is automatically captured in the Requirement


 

later you can use the solution process information to filter the requirements easily.





  • Manually using the Requirements app




You can just create a Requirement using the create option in the Requirements app





  • Mass Upload via an Excel Sheet




you can download the template


and modify the template to upload requirements along with its children. As an example you can modify the template to look like


Please note the Parent row column should reflect the row in Excel sheet correctly.

Once you upload , you get results like


 

if you want to see them in a Hierarchy , you need to switch to Gantt view



How do you track Requirements


In the Overview Page there are multiple cards which help you track requirements by status, by scope or by workstreams



 

also in the Analytics app , there is a chart called Requirement Traceability which helps you decide when to change the status of a Requirement



Recommended Blog Posts


Tips and Tricks for Requirement Management

Next Steps


Stay tuned for more information. If you want to give feedback or have a question , feel free to drop a comment. Please bookmark these two links

Follow me for latest updates by clicking jagmohansingh.chawla