Help Center/ CodeArts Req/ User Guide/ Custom Requirement Models/ Process of Customizing a Requirement Model
Updated on 2026-10-26 GMT+08:00
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Process of Customizing a Requirement Model

Overview

CodeArts Req presets multiple requirement models, including those for IPD system devices, IPD standalone software, and IPD self-operated software/cloud services. Projects created using these models come with predefined requirement types and parent-child relationships tailored to IPD and agile processes. Beyond these, many industries and customers have specific management needs, such as milestone tracking, WBS task breakdown, risk management, and ticket management. To address these diverse requirements, CodeArts Req allows users to customize requirement models, enabling more flexible and efficient project management across various sectors.

In the current version, custom configurations are only supported for projects based on the IPD-System Device and IPD-Standalone Software models.

Process of Customizing a Requirement Model Project

This section describes how to configure a custom project template and create a project using the template. Figure 1 shows the process of customizing a requirement model project. Table 1 describes the configurations.

Figure 1 Process of customizing a requirement model project
Table 1 Operations on a custom requirement model project and corresponding configurations

Operation

Description

Configuring Work Item Types

In addition to the preset system work item types, you can customize work item types as required. For details, see Creating a Work Item Type.

Configuring Work Item Associations

In addition to the preset default associations, you can customize associations of work items as required. For details, see Creating a Work Item Association.

Configuring Work Item Fields and Workflows

Configure the fields contained in work item types and the workflow corresponding to each work item type.

Configuring Work Item Type Templates

Configure all work item types that can be managed in a project, their fields and workflows, as well as the parent-child relationship between them. Before configuring a work item type template, first copy a work item type template and then edit it.

Configuring Function Pages

Configure the content displayed on each menu page. In addition to the preset system function pages, you can customize function pages as required. For details, see Creating a Function Page.

Configuring Function Page Templates

Configure the menu items to be displayed in a project. In addition to the preset system function page templates, you can customize function page templates as required. You can add the new function page to function page templates. For details, see Creating a Function Page Template.

Configuring Project Templates

Associate function page templates with work item type templates. In addition to the preset system project templates, you can configure project templates as required. When configuring a project template, you can select the configured work type and function page templates to customize a project template. For details, see Creating a Project Template.

Creating a Project Using a Custom Project Template

You can use the configured project template to create a project. For details, see Selecting Another Project Template to Create a Project. For details about how to use a custom template project, see Managing Common Work Item Configurations and Creating and Managing Custom Work Items.
Parent Topic: Custom Requirement Models