How to manage requirements folder?

User can categorize different requirements and create different folders to put them. User can add a new folder to the root or as a child of an existing folder.

Use Case: The organization has received a bulk amount of project-related requirements from its client. To manage these requirements, they need to be categorized. Requirements of similar category are added to individual requirement folders.

Adding a Requirement Folder

Open the Requirements module.


                            

Click on the New Folder '+' icon to add a new folder.

The Add New Folder pop-up opens.

Enter the following fields to add a new folder:

  • Folder Name: Enter the name of the folder.

Click Create. The new folder is reflected in the tree.

Note: The following permissions related to the Requirement module are set from Administration > Roles for individual roles.

  • View
  • Modify
  • Create
  • Delete
  • Import
  • Export
  • Link
  • Copy
  • Versioning


Make sure you have relevant rights to carry out the operation.

Editing a Requirement Folder

Select the folder on a tree and click on the Edit icon on the toolbar.

The folder detail screen opens in editable mode. Make the required changes.



Deleting a Requirement Folder

Select the folder on a tree and click on the Delete icon on the toolbar.

On deleting a folder, all the subfolders and entities within the folder will be deleted. Root folder cannot be deleted.