Requirements Categories Customization

Users select Requirements categories when adding or editing Requirements.

Requiremens categories customization Sept 25 2017

Location of Requirement Categories in Plutora Test

To locate Requirement Categories:

  1. Click Requirements.
    Requirements
  2. Click + New Requirement.
    The Add a new requirement pop up opens. Requirement Categories are on the left, halfway down the pop up.
    Requirements pop up March 2017 red arrow new requirement
    Or:
  3. Click a blue-linked ID or Requirement Name.
    The Edit Requirement pop up opens. Requirement Categories are on the left, halfway down the pop up.
    Requirements pop up March 2017 red arrow

 

Add or Edit a Requirements Category

To add or edit a Requirements Category:

  1. Click Settings.
    Settings
  2. Select a Project from the Select a Project… drop-down menu in the top-left corner.
    If you do not select a Project, the Requirements Category will apply to all Projects.

    Customization tab Sept 25 2017 select a project

  3. Click Requirements in the left-hand menu.
    Customization tab Sept 25 2017 requirements
  4. Click Categories.
    Customization tab Sept 25 2017 requirements categories
  5. Add a Requirements Category: Click + New Category.
    Or:
    Edit a Requirements Category: Click the blue-linked Category Name.
  6. Type the Name. (Mandatory field.)
  7. Click to select the Show in Requirement View checkbox.
    The Show in Requirement View checkbox hides or unhides the Requirement Category’s visibility in the drop-down menu when adding or editing Requirements.
  8. Type a Description.
  9. Click Save.

 

Hide or Unhide a Requirements Category

Hiding a Requirements Category means it will not appear in the Categories drop-down menu when adding or editing a Requirement.

You can hide a Requirements Category in two ways:

  1. To hide a Requirements Category while adding or editing a Requirements Category (see above):
    1. Click to unselect the Show in Requirement View checkbox.

Or:

  1. To hide a Requirements Category on the Requirements Category page:
    1. Click Settings.
      Settings
    2. Locate the Requirements Category:
      • If the Requirements Category is associated with all Releases, go to step c.
      • If the Requirements Category is associated with a Release, select that Release from the drop-down menu in the top-left corner.
    3. Click Requirements in the left-hand menu.
    4. Click Categories.
    5. Locate the Category’s blue checkbox under the visibility column (which has an eye in the header):

      1. Hide: Click to unselect the blue checkbox.
      2. Unhide: Click to select the blue checkbox.
    6. Click Yes to confirm.
      Requirements Category vis pop up

 

Delete a Requirements Category

If you would like to use the Requirements Category again, hide it (see above) instead of deleting it. Deleting cannot be undone.

To delete a Requirements Category:

  1. Click Settings.
    Settings
  2. Locate the Requirements Category:
    • If the Requirements Category is associated with all Releases, go to step 3.
    • If the Requirements Category is associated with a Release, select that Release from the drop-down menu in the top-left corner.
  3. Click Requirements in the left-hand menu.
  4. Click Categories.
  5. Click the red cross next to the Requirements Category you would like to delete.
    Red Cross

 

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