Managing RRs

Query RR

• By adding filters
  1. Click the search box in the RR list and select one or more filters to search for RRs.
  2. To clear all filters and display all data, click on the right of the search bar.
  3. View the query results in a tree table or list.
• By using a saved view
  1. Click the search box in the RR 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 RR.
  4. Select the name of the created view to query the RRs that meet the search criteria.

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

Import work items

Use the provided template to import requirements in batches.

1. In the RR list, click on the right of the search bar and select 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 and fill in data. The template file should be named in the following format: Project name + "-" + Module name (for example, RR) + Template.

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

   For details about how to set parameters, see the RR - 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 RR 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.
     NOTE:

     For details about operations on import records, see Viewing Work Item Import/Export Records.

Export work items

Export requirements in batches to an Excel file.

1. Export some or all RRs.
   • Export all: On the Raw 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: In the RR list, select one or more RRs 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 requirements.
3. Click Export. A dialog box is displayed, indicating the export progress.
   • After the RRs are exported, click Download. The RR file will be downloaded to the local PC. The file format is .xlsx.
     NOTE:

     For details about operations on export records, see Viewing Work Item Import/Export Records.

Configure fields to display

Clone RR across projects

Constraints

• Only RRs of the current project can be cloned to other projects. The workload, associated work item, tag, and release sprint fields will be cleared.
• You must have permission to create and clone RRs for the target project.
• RRs can be cloned only to projects of the same type.
• You can clone up to 50 RRs at a time.
• Draft RRs and RRs of other projects cannot be cloned.

Procedure

1. Select the RRs to clone in the RR 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 RR creation page of the target project.
4. Click OK. The RRs are cloned to the target project.
5. Go to the target project to view the cloned RRs.

Transition statuses in batches

Constraints

• The types of the selected work items must be the same.
• Only RRs of this project support batch status transition.
• The selected RRs must be in the same status.
• You must have permission to set statuses for RRs.
• The mandatory fields of the selected RRs are filled.

Procedure

1. Select the target RRs in the RR 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 RR status flow configuration page.
5. Click OK.

Perform batch operations

You can select multiple RRs to perform operations in batches: edit, migrate, suspend/unsuspend, export, delete, cross-project clone, and transition.

Group RRs

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 RRs of other projects and 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 Raw 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.

Edit work item

On the RR 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 immediately.

You must have permission to edit RRs.

Change work item status

Go to the work item details page and click the transition button in the upper right corner to transition the work item to the target status. For details about status transition, see Table 1.

You must have permission to set statuses for RRs.

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 RRs.

Add and check related item

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

1. Go to the work item details page and click the Related Items tab.
2. Complete association.
   • Related Upstream Requirements: requirements coordinated from upstream projects.

     The upstream requirement information is displayed in the current project only when this project is selected as the responsible project for the created Related Downstream Requirements in the RR of another project.

     Assume that the name of the current project is "IPD Project" and that of another project is "IPD Project 2". The method of synchronizing upstream requirement information is as follows:

     1. Create a project named IPD Project 2.

     2. Create an RR named RR-IPD2 in IPD Project 2.

     3. After the RR is created, enter its details page.

     4. Choose Related Items > Related Downstream Requirements and click Deliver.

     5. Set Responsible Project to IPD-Project and the raw requirement name to RR-Collaboration.

     6. After the assignment, click the requirement title "RR-Synergy" to access "IPD Project" where this requirement is located. On the RR-Synergy details page, choose Related Items > Related Upstream Requirements to view the corresponding requirement information.

     In the RR list, Collaboration Status of the RR-Synergy requirement is Received in orange, and Status is Analyzing.

     Figure 3 RR list
     

     NOTE:

     Different colors of Received indicate different meanings.

     : Before a requirement is accepted, the color of Received is orange.

     : After a requirement is accepted, the color of Received turns green.

     : After a requirement is rejected, the color of Received turns red.

   • Related Downstream Requirements: requirements assigned to downstream projects.

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

     1. Click Deliver.

     2. Configure related information. The current project cannot be selected for Responsible Project. If only the current project exists in the system and no value is available for this parameter, requirement assignment cannot be performed.

     3. After configuring the requirement assignment information, click OK.

     Click the requirement title "RR-test" to access "IPD Project 2" where this requirement is located.

     In the RR list, Collaboration Status of the requirement is Assign in orange.

     NOTE:

     Different colors of Assign indicate different meanings.

     : If the current requirement has unprocessed downstream collaboration requirements, the color of Assign is orange.

     : After all downstream collaboration requirements under the current requirement are accepted, the color of Assign turns green.

     : If the current requirement has returned downstream collaboration requirements, the color of Assign turns red.

   • Child Work Items Related to RR: child work items broken down from the current work item.

     The operations vary according to the state. Perform operations based on the functions displayed on the page and the actual project situation.

     Click Break Down to add child requirements.

     Each requirement can be broken down into a maximum of 10 child requirements at a time. One child requirement is displayed by default and cannot be deleted. Click to expand and configure more information.

     After the child requirements are created, you can check and edit them on the R&D Requirements tab.

   • Associate Work Item: associated work items of other types in the project.

     The operations vary according to the state. Perform operations based on the functions displayed on the page and the actual project situation.

     Work items of the RR, SF, IR, US, task, and bug types can be associated.

You must have permission to deliver assignment, break down/associate/dissociate child requirements, create/associate/dissociate work items, associate/dissociate files, and associate/dissociate wikis for RRs.

Check review record

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

• When you modify the controlled content of an RR, a change process is automatically triggered. Only then will you be able to view the review record in Review of the corresponding requirement details page.

  When you click an RR in the Confirm, Planning, or Implementing state and modify controlled fields with on the details page, a dialog box is displayed, indicating that the change approval process is required.

• You can view the review records in Review of the corresponding requirement details page only when the requirement has a general review record.

You must have permission to view RRs.

Add workload

1. Go to the details page of a work item and click Workload.
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 RRs.

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 RRs.

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 RR 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 4 Hiding a tag - 02
     
     NOTE:

     To add or remove tags for multiple RRs, you can select the desired RRs in the RR list, click Batch Edit in the lower part of the page, and select Tag.

You must have permission to edit RRs.

Add comment

1. Go to the work item details page.
2. On the Details tab page, click the Comments text box.
   Figure 5 Adding a 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 RRs.