One of the first things you’ll do in Helix ALM is create requirements. A requirement can be created on its own or added to an existing requirements document.

This guide shows you how to get started quickly by adding a new requirement to an existing requirements document.

1. Select a Document

Click Documents in the left navigation bar to display a list of the existing documents in the project.

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Click the document to add the requirement to.

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 2. Unlock the Document

You can tell if the document is locked by looking in the Is Locked column. A red lock icon and a “Yes” means it’s locked. If it is not locked, continue to Step 3.

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If the document is locked, you need to unlock it through the workflow. Select the check box next to the document. Click Workflow and choose Needs Change to unlock it.

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Helix ALM will automatically log who made the change and when. You can also add notes and attachments if needed. Click OK when you are done.

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3. Add the Requirement

Select the document to add a requirement to and click the Add Requirement button to open the menu. You can also select an existing requirement to add the new requirement as a child or sibling.  

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To add the requirement as a child, select Add Requirement as Child. To add it as a sibling, click Add Requirement as Sibling. The Add Requirement dialog box opens. Select the requirement type to create and click Add.

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4. Add Requirement Details

You can add the requirement information on this page on the Adding Requirement page.

Note: Notice the fields in red. These fields are required. If they are not completed, you cannot save the requirement.

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5. Save the Requirement

Click Save and the new requirement is created and linked to the requirement or document you selected in Step 3.

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And you’re done! If you experience any difficulties, contact Perforce Support and we’ll help you out.

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