Before you can create Requirements Approvals and initiate the requirements approval process, there must be an ALM Project for the Requirements Approvals to belong to.
The roles and fields referenced in this procedure are based upon the default out-of-box configuration. The specifics of your implementation may differ.
To create a new project:
Log in as a user with the Project Manager role.
Click Actions and select New Project from the resulting menu. The Create New Project dialog appears.
Complete the fields as needed; Required fields are marked with an asterisk (*) and the name is shown in red.
The following list describes some of the fields included in the default configuration:
Roles: Specify the owners of the key roles for the project. The Business Analyst role is central to the default Requirements Approval workflow.
Dates: Target start and end dates for each phase/state of the project, including Inception, Elaboration, Construction, and Transition. The actual start and end dates will be recodred as the transitions from state to state occur.
Configuration Management Settings: If both Requirements Manager and Development Manager are implemented, you can specify the Dimensions CM products and projects/streams to associate with the ALM Project. Enter the information or click the Get CM Products and Get Projects or Streams buttons to populate the selection lists.
In the default implementation, you may need to log in as the Development Manager after the ALM Project has been created in order to make this association.
Requirement Management Settings: Specify the Dimensions RM collection to associate with the ALM Project. Enter the information or click the Get RM Collections button to populate the selection list.
Click OK.