Users select Requirements categories when adding or editing Requirements.
Location of Requirement Categories in Plutora Test
To locate Requirement Categories:
- Click Requirements.
- Click + New Requirement.
The Add a new requirement pop up opens. Requirement Categories are on the left, halfway down the pop up.
Or: - 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.
Add or Edit a Requirements Category
To add or edit a Requirements Category:
- Click Settings.
- 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.
- Click Requirements in the left-hand menu.
- Click Categories.
- Add a Requirements Category: Click + New Category.
Or:
Edit a Requirements Category: Click the blue-linked Category Name. - Type the Name. (Mandatory field.)
- 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. - Type a Description.
- 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:
- To hide a Requirements Category while adding or editing a Requirements Category (see above):
- Click to unselect the Show in Requirement View checkbox.
Or:
- To hide a Requirements Category on the Requirements Category page:
- Click Settings.
- 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.
- Click Requirements in the left-hand menu.
- Click Categories.
- Locate the Category’s blue checkbox under the visibility column (which has an eye in the header):
- Hide: Click to unselect the blue checkbox.
- Unhide: Click to select the blue checkbox.
- Click Yes to confirm.
- Click Settings.
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:
- Click Settings.
- 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.
- Click Requirements in the left-hand menu.
- Click Categories.
- Click the red cross next to the Requirements Category you would like to delete.