Delivering and Receiving R&D requirements

Prerequisites

• A project has been created.
• An R&D requirement has been created.
• Other projects exist in the system.

Delivering

Only completed requirements cannot be delivered.

1. In the R&D requirement list, select the requirement to be delivered.
   • Select the check boxes of the requirements to be delivered and click Deliver in the lower part of the page.

     You can select one or more requirements.

   • Go to the details page of the requirement to be delivered, click in the upper right corner, and select Deliver.

2. In the dialog box that is displayed, select a downstream project.
   If there is no value in the drop-down list box, perform the following operations to add a value:

   1. Click Configure downstream project, and the Downstream Projects page is displayed.
   2. Click Add Downstream Project. The Add Downstream Project dialog box is displayed.
   3. Select a project to be delivered.
   4. Click Add.

      Repeat Step 1 to Step 2 to select the added downstream project.

3. Click Next, and the Deliver dialog box is displayed.
4. Set the recipient in To and the expected receiving time in Expected Received.
5. Click OK to complete the delivery.

   In the R&D requirement list, the Collaboration Status of the delivered requirement is Assign.

   For the operations of Receiving Collaboration Requirements performed in the downstream project IPD Project 2, the delivery is complete only after the requirements are successfully received.

Receiving Collaboration Requirements

Collaborative receiving is involved only when the Delivering operation is performed in other projects and the downstream project selects the current project.

1. In the R&D requirement list, click Collaboration Requirements on the right of the search bar. The Collaboration Requirements page is displayed.
2. Click Received. The requirements to be received are displayed.
3. Click next to the requirement to be received. The Receive Collaboration Requirement dialog box is displayed.
   • Click and enter the rejection reason to reject the requirement.
   • Click to transfer the requirement to another person.
   • Click Export All to export the requirement data to an Excel file.

4. Select Mode and Requirement Type according to the actual situation of the project, and modify Requirement Title.

   When Mode is set to Associate, you only need to select Associated Requirement. The value of Associated Requirement comes from all R&D requirements created in the project.

5. Click OK.

   The state of the received requirement changes to Received.

   

   • Click to deliver the requirement to other projects.
   • Click to return the received requirement. After the requirement is returned, the requirement state changes to Receiving.

6. Click in the upper right corner of the page to close the Collaboration Requirements page.
   • When Mode is set to Copy, the received requirement information is displayed in the R&D requirement list, and the copied requirement information can be viewed in Related Items > Related Upstream Requirements of the requirement details.
   • When Mode is set to Associate, the Collaboration Status of the associated requirement is Received. You can view the received requirement information in Related Items > Related Upstream Requirements of the requirement details.