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Create, Edit, Copy, and Delete Requirements

Requirements Folders

qTest Manager allows you to build out a nested hierarchy of requirements using layered folders.  Once they are created, you can use drag/drop functionality to easily move the requirements and folders into the preferred layout. 

Import Requirements from Integrated ALM

qTest Manager allows you to store requirements so that testers can easily access information for test coverage.  Many users will have already created requirements or user stories in another tool, such as JIRA.  To import requirements from an external tool using an out-of-the-box integration, see the following articles.

Even if you import requirements from an external tool, you can still separately manage requirements that are not integrated.  To create requirements in qTest Manager, you can create them using the interface or by importing requirements from Excel.

Create Requirements

To create a new requirement in qTest Manager, perform the following steps. 

  1. Click the Requirements module and then select a New Project Module icon from the top left panel. 



    HINT: R
    equirements are organized in folders also known as project modules.  Before creating a new requirement in qTest Manager, make sure to create at least one folder to organize your requirements.  We recommend organizing requirements into a nested folder structure to make them easy to find.


  2. Click the New Requirement icon, located in the left panel, as shown here.  



  3. On the Requirement page, enter the Name of the requirement.



  4. In the Properties area of the screen, click on any field and fill in the appropriate information.  You can also add more custom fields to the requirement in your project's field settings



  5. Click the Save button to save the requirement. 

Edit Requirements 

You can edit Requirements at any time. 

  1. Select a Requirement in the Requirement tree to edit.
  2. Edit the Requirement in the Properties, Resources, or Comments sections.  Any changes in Requirements will be tracked in the History section.
  3. Click the Save button to save your changes before moving to other objects.  If you do not do so, your edit will be lost.

    NOTE: When a requirement is changed, a banner is displayed in the Resources section of the associated Test Case to notify the tester.

Copy or Move Requirements

Copy Requirements

Right click on a requirement from the left navigation panel and select Copy from the drop-down.  Right-click on a destination folder and select Paste.  

Move Requirements

Right click on a requirement from the left navigation panel and select Cut from the drop-down.  Right-click on a destination folder and select Paste.  

Similarly, you can move requirements using the Drag & Drop function.

  1. On the requirements tree, click to select one or multiple requirements to copy/move.  To select multiple requirements, hold the Ctrl key and then click.
  2. Drag the selected requirement(s).  Then, drop to the destination module to move the requirement(s).

Copy or Move Requirements Folders

You can copy and move folders of requirements in the same way as copying or moving requirements.  You can either right-click on the folder from the left navigation panel to Copy or Cut, then Paste.  Alternatively, you can select the folder from the left panel to drag and drop into the desired location.

HINTS:

  • All sub folders or objects under copied/moved Modules will also be copied/moved.
  • You can reorder the Modules structure by Drag & Drop function to move Modules to any position beyond Root and Modules.
  • If you copy or move a parent Module with its sub-modules to the Root, all associated sub-modules will be copied or moved to the same level as the parent Module.

Delete Requirements

On the Requirements tree, right click on one or multiple requirements and right-click to select Delete

HINT: Test Cases linked to deleted Requirements will remain unchanged.  Deleted Requirements can be restored from the Recycle Bin.      

NEXT STEPS: 

See the following articles.

Add Requirements to Release Plan

Once you have created releases and/or builds in the Test Plan, you can add requirements to the release or build scope.  To do so, see the article How to use Release and Builds.

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