Managing R&D Requirements

Search for R&D requirement

• By adding filters
  1. Click the search box in the R&D requirement list and select one or more filters to search for R&D requirements.
  2. To clear all filters and display all data, click on the right of the search bar.
  3. Query results can be displayed in tree, list, or Gantt chart view.
• By using a saved view
  1. Click the search box in the R&D requirement list and select one or more filters.
  2. Click on the rightmost of the search bar, and enter a view name.
  3. Click OK. The created view is displayed next to IR.
  4. Select the name of the created view to query the R&D requirements that meet the search criteria.

     Views can be shared with others, modified, and deleted.

Assign R&D requirement

You can assign R&D requirements to other projects for collaborative management. For details, see Assigning Work Items and Operations Related to Work Item Assignment.

Receive assigned R&D requirement

Perform this operation when another project assigns an R&D requirement to your project.

For details, see Receiving Work Items and Operations Related to Receiving Work Items.

Import work items

Use the provided template to import requirements in batches.

1. In the R&D requirement list, click on the right of the search bar and select Import.
2. In the displayed dialog box, click Download Template.

   The template file should be named in the following format: Project name + "-" + Module name (for example, R&D Requirement) + Template. You can edit the name of the downloaded template.

3. Fill in the fields on the R&D Requirement Import sheet.

   For details about how to set parameters, see the Notes and header instructions in the template file.

4. Drag and drop the desired file to the import area or click the import area and select the file.
5. Click Next. The verification progress dialog box is displayed.

   After the verification progress reaches 100%, close the dialog box and view the verification result. If the mandatory fields fail the verification, the import is not allowed, while the verification result of optional fields does not affect the import.

   • If the verification is successful, click Confirm Import.
   • If the verification fails, modify the file based on the verification result. Click Last step to import the modified file.
6. After the verification is successful, click Confirm Import. The import progress dialog box is displayed. You can click Check progress in the dialog box to go to the Import/Export Records page to view the import records.
7. After the import is successful, view the imported information in the R&D requirement list.
   • If the import fails, a message is displayed on 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 file again.

Export work items

Export requirements in batches to an Excel file.

1. Export some or all R&D requirements.
   • Export all: On the R&D Requirements page, click on the right of the search bar and choose Export. The Select Fields to Export dialog box is displayed.
   • Export some: In the R&D requirement list, select one or more R&D requirements to be exported and click Export Selected 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 child work items.
3. Click Export. A dialog box is displayed, indicating the export progress.
   • After the R&D requirements are exported, click Download. The R&D requirement file will be downloaded to the local PC. The file format is .xlsx.

Configure fields to display

Migrate R&D requirements in batches

You can migrate R&D requirements to another project. After the migration, the requirements do not need to be processed in the current project.

Clone R&D requirements across projects

Constraints

• You must clone the entire requirement tree (IR-SR-AR). Child work items cannot be cloned separately.
• Only work items can be cloned. The workload, associated work item (except parent-child requirements), tag, and release sprint fields will be cleared.
• You must have permission to create and clone R&D requirements for the target project.
• You can only clone R&D requirements to projects of the same type. For example, clone work items of an IPD-system device project to another IPD-system device project.
• You can clone up to 50 tasks at a time.

Procedure

1. Select the IRs/SRs/ARs to clone in the R&D requirement list and click Cross-Project Copy in the lower part of the page. The Cross-Project Copy window is displayed.
2. Select a target project from the drop-down list. You can select only a project to which you have joined and must have permission to create and clone tasks for the target project.
3. Click Next. The window for setting mandatory fields is displayed. Select the target owner from the drop-down list (the current operator is selected by default). Mandatory fields are those on the R&D requirement (IR/SR/AR) creation page of the target project.
4. Click OK. The R&D requirements are cloned to the target project.
5. Go to the target project to view the cloned R&D requirements.

Transition statuses in batches

Constraints

• The types of the selected R&D requirements must be the same.
• The selected R&D requirements must be in the same status.
• You must have permission to set statuses for R&D requirements.
• All mandatory fields of the selected R&D requirements have been set.

Procedure

1. Select the target IRs/SRs/ARs in the R&D requirement list and click Batch Transfer in the lower part of the page. The Batch Transfer window is displayed.
2. Select the target status from the drop-down list.
3. Click Next.
4. Set mandatory fields. The mandatory fields are set on the In-transition GUI Config tab page of the project's IR/SR/AR status flow configuration page.
5. Click OK.

Perform batch operations

You can select multiple R&D requirements to perform batch operations: baseline/unbaseline, change, baseline review, assign, migrate, edit, suspend/unsuspend, export, delete, cross-project clone, and transition.

Group R&D requirements

You can group work items by any supported field type.

Constraints

• A maximum of 1,000 work items can be displayed during grouping.
• The supported field types include single-choice list, multi-choice list, single-choice user, multi-choice user, hierarchy, and date.

• For projects in a program (after sub-project aggregation is enabled), grouping by release, sprint, module, feature set, or tag is unavailable.

Procedure

1. On the R&D Requirements page, click Group.
2. On the displayed page, select the fields used to group work items.
   • You can sort work items in ascending or descending order.
   • You can enter a keyword to search for fields.
   • When work items are grouped by multi-select list or multi-select user, the same work item may appear in multiple groups.
   • You can click No grouping to ungroup work items.

Version snapshots

Snapshots include plan management snapshots, feature tree snapshots, and work item snapshots. A version snapshot is a work item snapshot. Its name is automatically generated by the system.

Constraints

A work item can have a maximum of 1,000 snapshots.

Procedure

1. In the R&D requirement list, select the work items for which you want to create a snapshot.
2. Click in the lower part of the page to take a snapshot of the selected work items. A message is displayed in the upper right corner of the page, indicating that the operation is successful. The snapshot is a work item snapshot. Its name is automatically generated by the system.

   The format of the work item snapshot name is: Work item type + "v" + Year + "." + Month + "." + Day + "." + Number of versions generated on the current day.

   For example, if an IR is snapshotted for the first time on March 25, 2026, its snapshot name generated by the system is IR v26.03.25.1.

   NOTE:

   You can also go to the work item details page, click in the upper right corner, and select Version Snapshot to create a snapshot for the work item.

3. (Optional) Click the work item name to go to its details page, click , and select Version History to view the generated snapshots.

Edit work item

On the R&D requirement details page, click the value box of the field to be modified, and enter a target value in the text box or select one from the drop-down list. The modification is saved automatically.

You must have permission to edit R&D requirements.

Change work item status

Go to the work item details page, click the Status field, and transition the work item to the target status. For details about status transition, see Table 1.

You must have permission to set statuses for R&D requirements.

Baseline R&D requirement

1. Go to the work item details page, and choose > Baseline. The Baseline dialog box is displayed.
2. Click OK.

   The baseline icon is displayed on the left of the R&D requirement title. You can unbaseline R&D requirements that have been baselined.

You must have permission to baseline R&D requirements.

Initiate baseline review

1. Go to the work item details page, and choose > Baseline Review. The BR page is displayed.
2. Enter BR information.

   By default, the Baseline Object is the R&D requirement for which the baseline review is initiated.

3. Click Submit. The Review page is displayed.

   Choose Review > Baseline Review to check the new baseline review.

4. Switch to the R&D Requirements page. The icon of the R&D requirement that is under baseline review is displayed as .

   Track the progress of the baseline review. The R&D requirement can be baselined only when the baseline review status changes to Approved.

You must have permission to view R&D requirements.

Initiate change review

The change process can be initiated only for baselined and uncompleted R&D requirements.

1. Go to the details page of a baselined work item. Select Change Review under . The Create CR page is displayed.
2. Enter CR information.
   • Review Object: By default, it is the R&D requirement to be changed.
   • Collaborative Parent Item Change: Only existing CRs can be added.
3. Click Submit. The Review page is displayed.

   Choose Review > Change Review to check the new CR in the change process. The CR state is Pending review by default.

   Track the progress of the CR. Only when the state is Approved, which means that the CR has been processed, will the changed content be displayed in the corresponding R&D requirement.

You must have permission to view R&D requirements.

Upload attachment

Attachments can be pictures, workbooks, manuscripts, and text files. A maximum of 100 attachments can be added to each work item, and their total size cannot exceed 500 MB.

1. Go to the work item details page, and click the Attachment tab.
2. Click the box to select a local file or drag the file here to upload it as an attachment for the work item.

   Local files can be directly dragged to the text box. When the upload progress reaches 100%, the system displays a message indicating that the attachment is uploaded successfully.

   Move the cursor to the file that is successfully uploaded. The operations that can be performed are displayed.

   • Click to download the file.
   • Click to delete the uploaded file.

You must have permission to edit or upload attachments for R&D requirements.

Add and check related item

A work item can be associated with any other type of work items in a project.

1. Go to the work item details page and click the Related Items tab.
2. Complete association.
   1. Parent Work Items Related to IR: parent requirement to which an R&D requirement belongs.

      The information about an RR is displayed in the Parent Requirements area only when the IR is associated with the RR.

   2. Parent Features: parent feature to which an R&D requirement belongs.

      Only when an IR is associated with a feature will the information about the feature be displayed in the Parent Features area.

   3. Child Work Items: Child work items (SRs) of the current R&D requirement.

      A maximum of 10 child requirements can be created at a time. One child requirement is displayed by default and cannot be deleted.

      1. Click Break Down. The Break Down Child Work Item dialog box is displayed.

      2. Configure child work items. Click to expand and configure more information.

      3. Click OK. The child work item is automatically displayed under the parent requirement in the R&D requirement list.

   4. Related Upstream Requirements: requirements assigned by other projects to your project.
   5. Related Downstream Requirements: requirements assigned to downstream projects.

      For details, see Assigning Work Items and Operations Related to Work Item Assignment.

   6. Associate Work Item: Associate work items of any type in the project. Work items of the RR, SF, IR, SR, AR, task, and bug types can be associated.
   7. Associated open issue review form: reviews that include the review and approval comments related to the work item.
   8. Test Case: test cases corresponding to the R&D requirement. You can select R&D requirements associated with test cases in CodeArts TestPlan.
   9. Code Commit Record: indicates the code commit records corresponding to the R&D requirement.

      Related information is displayed only when the current requirement is associated during code commit.

   10. Code Branch: code branches corresponding to the R&D requirement.

       Related information is displayed only when a code branch is associated with the current requirement.

   11. Code Merge & Change Request: code merge and change requests corresponding to an R&D requirement.

       Related information is displayed only when a submitted merge or change request is associated with the current requirement.

   12. External Link: External links associated with the current work item.
       • Add Link: Click "Add Link", fill in "Link Name" and "Link" in the pop-up window, where "Link" must start with "https://" and cannot contain invalid characters. Invalid characters refer to spaces, Chinese characters, or other characters that cause the URL to be invalid. After setting, click "OK" to complete the creation of the link. After completing the settings, click "OK" to finish creating the new link.

         After a new link is successfully created, click "External Link" to view, edit, copy, or delete the link.

         

       • Copy a link: Click on the right of the link to be copied.
       • Edit a link: Click on the right of the row where the link to edit is located. In the displayed dialog box, you can change the link name and link.
       • Delete a link: Click on the right of the link to be deleted. In the displayed dialog box, click Delete.

You must have permission to deliver/cancel assignment, create/delete child requirements, associate/dissociate work items, associate/dissociate files, and associate/dissociate wikis for R&D requirements.

Check review record

You can check the review records related to requirements only in the following situations:

• When an R&D requirement is added to a baseline review, the baseline review process is triggered. Only then will you be able to view the review record on the Review tab of the corresponding R&D requirement details page.
• When a locked field of a baselined R&D requirement is modified, the change process is automatically triggered. Only then will you be able to view the review record on the Review tab of the corresponding R&D requirement details page.
• When an R&D requirement has a general review record, you can check the record on the Review tab of the R&D requirement details page.

You must have permission to view R&D requirements.

Add workload

1. Go to the work item details page and click the Workload tab.
2. Click Add Workload. The Add Workload dialog box is displayed.
3. Enter the workload information.
   • The end date cannot be earlier than the start date.
   • Decide whether to select Weekends included. If not, weekend workload records will not be generated.
   • You can select Total or Daily for Workload.
   • Work Type options include backend development, frontend development, UI design, replacement leave, debugging, and general. You can also customize the value by referring to Creating Work Types.
4. Click OK.

   The system automatically generates corresponding records based on the entered dates and days.

   The workload can be edited and deleted.

You must have permission to add person-hours for R&D requirements.

Workloads can be edited and deleted by the creator. By default, the project administrator can edit and delete all workloads.

View operation history

History displays all operation logs of users, including creation, status transition, review initiation, work item association, and workload addition.

1. Go to the work item details page.
2. Click the History tab.
   • Click or to check historical records in the ascending or descending order of operation time.
   • You can set search criteria to query historical records that meet the search criteria.

You must have permission to view R&D requirements.

Tag work item

1. Go to the work item details page. Click next to Tag at the top of the page, and select Create Tag.

   The added tag is displayed in the Tag area.

2. In the Create Tag dialog box, set Tag Name and select Tag Color.
3. Click OK.

   The new tag is displayed next to the requirement ID in the R&D requirement list.

4. (Optional) Hide a tag.
   • Click next to Tag. In the displayed dialog box, deselect √ to hide the tag.
   • Move the cursor to the tag name and click to hide the tag.
     Figure 3 Hiding a tag - 02
     
     NOTE:

     To add or remove tags for multiple R&D requirements, select the desired R&D requirements, click Batch Edit in the lower part of the page, and select Tag.

You must have permission to edit R&D requirements.

Add comment

1. Go to the work item details page.
2. On the Details tab page, click the Comments text box.
   Figure 4 Add comment
   
3. Enter a comment.

   You can upload images, enter links, associate work items, and use @ to notify project members in comments.

4. Click Submit.

   Submitted comments can be replied, edited, pinned to the top, and deleted.

You must have permission to view R&D requirements.

History versions

For work items with snapshots, you can view their historical versions and compare the differences between them.

1. Go to the work item details page, click in the upper right corner, and select Version History.
2. In the Version History dialog box, select two versions and click Compare Versions. On the Work Item Version Comparison page, view the differences between the original version and the compared version. You can click in the upper right corner and enable Hide Identical Items to view only the differences between the two versions.
3. On the Work Item Version Comparison page, click to return to the Version History page. Hover over a snapshot version. is displayed. Click to delete the snapshot.
   NOTE:

   If a work item has a third-party snapshot or its child work items have third-party snapshots and the child work items cannot be separated from the current work item, the snapshot cannot be deleted.

You must have permission to view R&D requirements.

To delete a snapshot, you must have permission to delete R&D requirements.