How do I convert a Requirement into a Project?

Updated on November 28, 2020 01:43AM by Admin

The Requirements App helps clearly define quality standards for your product database, as well as assisting to define the scope for your company projects. The requirements app is a centralized location to store this information, which is then linked to the Items & Projects Apps.

Steps to Customize Requirements Conversion

  • Log in and access the Requirements app from your universal navigation menu bar.
  • Click on the “Settings” icon located at the app header bar.
Requirements App

  • Click on “Requirements → Conversion” from the left navigation panel of the Settings page. You can perform both Standard and Custom Conversion.
  • Standard Conversion carries out conversion with the default fields mapped and Custom Conversion performs conversion based on the mapping carried out by the users.
  • Here, consider performing Standard Conversion in the Projects App.

Steps to Convert Requirement to Project

  • Create a new requirement or select an existing requirement to convert.
  • Click on the “Convert” button and select the “To Project” option.

  • The Create Project page comes into view. Here, the values are mapped according to the default configuration made in the backend.
  • Make the necessary changes and select Create to complete creating a project.
Create Project

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