--- type: reference, howto stage: Plan group: Certify info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/engineering/ux/technical-writing/#assignments --- # Requirements Management **(ULTIMATE)** NOTE: In 14.4, Requirements was moved under **Issues**. > - [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/2703) in GitLab 12.10. > - The ability to add and edit a requirement's long description [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/224622) in GitLab 13.5. > - [Moved under Issues](https://gitlab.com/gitlab-org/gitlab/-/merge_requests/70748) in 14.4 With requirements, you can set criteria to check your products against. They can be based on users, stakeholders, system, software, or anything else you find important to capture. A requirement is an artifact in GitLab which describes the specific behavior of your product. Requirements are long-lived and don't disappear unless manually cleared. If an industry standard *requires* that your application has a certain feature or behavior, you can [create a requirement](#create-a-requirement) to reflect this. When a feature is no longer necessary, you can [archive the related requirement](#archive-a-requirement). For an overview, see [GitLab 12.10 Introduces Requirements Management](https://www.youtube.com/watch?v=uSS7oUNSEoU). For a more in-depth walkthrough using a [demonstration project](https://gitlab.com/gitlab-org/requiremeents-mgmt), see [GitLab Requirements Traceability Walkthrough](https://youtu.be/VIiuTQYFVa0) (Feb 2021). ![requirements list view](img/requirements_list_v13_5.png) ## Create a requirement A paginated list of requirements is available in each project, and there you can create a new requirement. Prerequisite: - You must have at least the Reporter role. To create a requirement: 1. In a project, go to **Issues > Requirements**. 1. Select **New requirement**. 1. Enter a title and description and select **Create requirement**. ![requirement create view](img/requirement_create_v13_5.png) You can see the newly created requirement on the top of the list, with the requirements list being sorted by creation date, in descending order. ## View a requirement You can view a requirement from the list by selecting it. ![requirement view](img/requirement_view_v13_5.png) To edit a requirement while viewing it, select the **Edit** icon (**{pencil}**) next to the requirement title. ## Edit a requirement > The ability to mark a requirement as Satisfied [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/218607) in GitLab 13.5. You can edit a requirement from the requirements list page. Prerequisite: - You must have at least the Reporter role. To edit a requirement: 1. From the requirements list, select the **Edit** icon (**{pencil}**). 1. Update the title and description in text input field. You can also mark a requirement as satisfied in the edit form by using the checkbox **Satisfied**. 1. Select **Save changes**. ## Archive a requirement You can archive an open requirement while you're in the **Open** tab. Prerequisite: - You must have at least the Reporter role. To archive a requirement, select **Archive** (**{archive}**). As soon as a requirement is archived, it no longer appears in the **Open** tab. ## Reopen a requirement You can view the list of archived requirements in the **Archived** tab. Prerequisite: - You must have at least the Reporter role. ![archived requirements list](img/requirements_archived_list_view_v13_1.png) To reopen an archived requirement, select **Reopen**. As soon as a requirement is reopened, it no longer appears in the **Archived** tab. ## Search for a requirement > - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/212543) in GitLab 13.1. > - Searching by status [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/224614) in GitLab 13.10. You can search for a requirement from the requirements list page based on the following criteria: - Title - Author's username - Status (satisfied, failed, or missing) To search for a requirement: 1. In a project, go to **Issues > Requirements > List**. 1. Select the **Search or filter results** field. A dropdown menu appears. 1. Select the requirement author or status from the dropdown or enter plain text to search by requirement title. 1. Press Enter on your keyboard to filter the list. You can also sort the requirements list by: - Created date - Last updated ## Allow requirements to be satisfied from a CI job > - [Introduced](https://gitlab.com/groups/gitlab-org/-/epics/2859) in GitLab 13.1. > - [Added](https://gitlab.com/gitlab-org/gitlab/-/issues/215514) ability to specify individual requirements and their statuses in GitLab 13.2. GitLab supports [requirements test reports](../../../ci/yaml/artifacts_reports.md#artifactsreportsrequirements) now. You can add a job to your CI pipeline that, when triggered, marks all existing requirements as Satisfied (you may manually satisfy a requirement in the edit form [edit a requirement](#edit-a-requirement)). ### Add the manual job to CI To configure your CI to mark requirements as Satisfied when the manual job is triggered, add the code below to your `.gitlab-ci.yml` file. ```yaml requirements_confirmation: when: manual allow_failure: false script: - mkdir tmp - echo "{\"*\":\"passed\"}" > tmp/requirements.json artifacts: reports: requirements: tmp/requirements.json ``` This definition adds a manually-triggered (`when: manual`) job to the CI pipeline. It's blocking (`allow_failure: false`), but it's up to you what conditions you use for triggering the CI job. Also, you can use any existing CI job to mark all requirements as satisfied, as long as the `requirements.json` artifact is generated and uploaded by the CI job. When you manually trigger this job, the `requirements.json` file containing `{"*":"passed"}` is uploaded as an artifact to the server. On the server side, the requirement report is checked for the "all passed" record (`{"*":"passed"}`), and on success, it marks all existing open requirements as Satisfied. #### Specifying individual requirements It is possible to specify individual requirements and their statuses. If the following requirements exist: - `REQ-1` (with IID `1`) - `REQ-2` (with IID `2`) - `REQ-3` (with IID `3`) It is possible to specify that the first requirement passed, and the second failed. Valid values are "passed" and "failed". By omitting a requirement IID (in this case `REQ-3`'s IID `3`), no result is noted. ```yaml requirements_confirmation: when: manual allow_failure: false script: - mkdir tmp - echo "{\"1\":\"passed\", \"2\":\"failed\"}" > tmp/requirements.json artifacts: reports: requirements: tmp/requirements.json ``` ### Add the manual job to CI conditionally To configure your CI to include the manual job only when there are some open requirements, add a rule which checks `CI_HAS_OPEN_REQUIREMENTS` CI/CD variable. ```yaml requirements_confirmation: rules: - if: "$CI_HAS_OPEN_REQUIREMENTS" == "true" when: manual - when: never allow_failure: false script: - mkdir tmp - echo "{\"*\":\"passed\"}" > tmp/requirements.json artifacts: reports: requirements: tmp/requirements.json ``` ## Import requirements from a CSV file > [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/246857) in GitLab 13.7. You must have at least the Reporter role. You can import requirements to a project by uploading a [CSV file](https://en.wikipedia.org/wiki/Comma-separated_values) with the columns `title` and `description`. After the import, the user uploading the CSV file is set as the author of the imported requirements. ### Import the file Before you import your file: - Consider importing a test file containing only a few requirements. There is no way to undo a large import without using the GitLab API. - Ensure your CSV file meets the [file format](#imported-csv-file-format) requirements. To import requirements: 1. In a project, go to **Issues > Requirements**. - If the project already has existing requirements, select the import icon (**{import}**) in the top right. - For a project without any requirements, select **Import CSV** in the middle of the page. 1. Select the file and select **Import requirements**. The file is processed in the background and a notification email is sent to you after the import is complete. ### Imported CSV file format When importing requirements from a CSV file, it must be formatted in a certain way: - **Header row:** CSV files must include the following headers: `title` and `description`. The headers are case insensitive. - **Columns:** data from columns other than `title` and `description` is not imported. - **Separators:** the column separator is automatically detected from the header row. Supported separator characters are: commas (`,`), semicolons (`;`), and tabs (`\t`). The row separator can be either `CRLF` or `LF`. - **Double-quote character:** the double-quote (`"`) character is used to quote fields, enabling the use of the column separator in a field (see the third line in the sample CSV data below). To insert a double-quote (`"`) in a quoted field, use two double-quote characters in succession (`""`). - **Data rows:** below the header row, succeeding rows must follow the same column order. The title text is required, while the description is optional and can be left empty. Sample CSV data: ```plaintext title,description My Requirement Title,My Requirement Description Another Title,"A description, with a comma" "One More Title","One More Description" ``` ### File size The limit depends on the configuration value of Max Attachment Size for the GitLab instance. For GitLab.com, it is set to 10 MB. ## Export requirements to a CSV file > - [Introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/290813) in GitLab 13.8. > - Revised CSV column headers [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/299247) in GitLab 13.9. > - Ability to select which fields to export [introduced](https://gitlab.com/gitlab-org/gitlab/-/issues/290823) in GitLab 13.9. You can export GitLab requirements to a [CSV file](https://en.wikipedia.org/wiki/Comma-separated_values) sent to your default notification email as an attachment. By exporting requirements, you and your team can import them into another tool or share them with your customers. Exporting requirements can aid collaboration with higher-level systems, as well as audit and regulatory compliance tasks. Prerequisite: - You must have at least the Reporter role. To export requirements: 1. In a project, go to **Issues > Requirements**. 1. In the top right, select the **Export as CSV** icon (**{export}**). A confirmation modal appears. 1. Under **Advanced export options**, select which fields to export. All fields are selected by default. To exclude a field from being exported, clear the checkbox next to it. 1. Select **Export requirements**. The exported CSV file is sent to the email address associated with your user. ### Exported CSV file format You can preview the exported CSV file in a spreadsheet editor, such as Microsoft Excel, OpenOffice Calc, or Google Sheets. The exported CSV file contains the following headers: - In GitLab 13.8: - Requirement ID - Title - Description - Author Username - Latest Test Report State - Latest Test Report Created At (UTC) - In GitLab 13.9 and later: - Requirement ID - Title - Description - Author - Author Username - Created At (UTC) - State - State Updated At (UTC)