Importing and Exporting R&D Requirements

Prerequisites

• A project has been created.
• R&D requirements have been created.

Importing R&D Requirements

1. On the R&D Requirement page, click on the right of the search bar and choose Import.
2. In the displayed dialog box, click Download Template.

   The import template file is displayed in the lower part of the page. Save the file to the local PC to fill in data. The template file should be named in the following format: Project Name + "-" + Module Name (for example, R&D requirement) + Template.

3. Fill in the fields on the IR - Requirements sheet.

   For details about how to set parameters, see the IR - Import Rules sheet in the template file.

4. Drag or click to select a file to be imported.
5. Click Import. The import progress dialog box is displayed.
   • After the import is successful, you can view the imported requirement information in the R&D requirement list.
   • If the import fails, a message is displayed in the upper right corner of the page. Click View Failure Details in the message to view the failure details. You can modify the requirement information based on the details and import the template again.

Exporting R&D Requirements

1. Export some or all R&D requirements.
   • Export all requirements: On the R&D Requirements page, click on the right of the search bar and choose Export All. The Select Fields to Export dialog box is displayed.
   • Export some requirements: In the R&D requirement list, select one or more R&D requirements to be exported and click Export at the bottom of the page. The Select Fields to Export dialog box is displayed.

2. Select the fields to be exported and determine whether to export sub-requirements.
3. Click Export. The export progress dialog box is displayed.

   After the R&D requirements are exported, the R&D requirement file will be automatically downloaded to the local PC. The file format is .xlsx.