343 lines
12 KiB
Markdown
343 lines
12 KiB
Markdown
---
|
|
type: reference, howto
|
|
stage: Plan
|
|
group: Product Planning
|
|
info: To determine the technical writer assigned to the Stage/Group associated with this page, see https://about.gitlab.com/handbook/product/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).
|
|
|
|
NOTE:
|
|
Requirements and [test cases](../../../ci/test_cases/index.md) are being
|
|
[migrated to work items](https://gitlab.com/groups/gitlab-org/-/epics/5171).
|
|
[Issue 323790](https://gitlab.com/gitlab-org/gitlab/-/issues/323790) proposes to link requirements to test cases.
|
|
For more information, see [Product Stage Direction - Plan](https://about.gitlab.com/direction/plan/).
|
|
|
|
<i class="fa fa-youtube-play youtube" aria-hidden="true"></i>
|
|
For an overview, see [GitLab 12.10 Introduces Requirements Management](https://www.youtube.com/watch?v=uSS7oUNSEoU).
|
|
|
|
<i class="fa fa-youtube-play youtube" aria-hidden="true"></i>
|
|
For a more in-depth walkthrough see [GitLab Requirements Traceability Walkthrough](https://youtu.be/VIiuTQYFVa0) (Feb 2021).
|
|
|
|
|
|
|
|
## 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**.
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
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 list appears.
|
|
1. Select the requirement author or status from the dropdown list or enter plain text to search by requirement title.
|
|
1. Press <kbd>Enter</kbd> on your keyboard to filter the list.
|
|
|
|
You can also sort the requirements list by:
|
|
|
|
- Created date
|
|
- Updated date
|
|
|
|
## 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**.
|
|
- For a project with requirements, in the
|
|
upper-right corner, select the import icon (**{import}**).
|
|
- For a project without requirements, in the middle of the page, select **Import CSV**.
|
|
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 upper-right corner, select **Export as CSV** (**{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
|
|
|
|
<!-- vale gitlab.Spelling = NO -->
|
|
|
|
You can preview the exported CSV file in a spreadsheet editor, such as Microsoft Excel,
|
|
OpenOffice Calc, or Google Sheets.
|
|
|
|
<!-- vale gitlab.Spelling = YES -->
|
|
|
|
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)
|