1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Flows

Collect and manage requirements
Activity Flow

During implementation, you can at any time collect and specify requirements with regards to the scope of the implementation project and what need to be done to fit the available business processes to the customer needs. You can also specify requirements when you define the business strategy.

You can link:

- Several requirements to a business process.

- A requirement to several business processes.

Business analyst Business analyst Create requirement on solution Create requirement on solution During implementation, you can create requirements for your solution and for specific records in your solution. Besides to the solution, you can assign requirements to: Requirements Activities Applications Business processes Flows Questions Test suites You can assign requirements to these records on the Requirement page (as explained in the steps) and in the Requirements FactBox for these records. Procedure 1. Click Business process implementation. 2. On the Requirements tab, click Add. 3. In the Name field, type a value. 4. In the Type field, select an option. 5. In the Gap type field, select an option. 6. In the MoSCoW field, select an option. 7. Click OK. 8. In the Description section, enter a description of the requirement. 9. Sub-task: Add relations. 10. Click the Relations tab. 11. Click Add. 12. On the Existing tab, you can select other requirements to which you want to assign the requirement. 13. Click the Activities tab. 14. Click the Applications tab. 15. Click the Business processes tab. 16. Click the Flows tab. 17. Click the Questions tab. 18. Click the Test suites tab. 19. Click OK. 20. Close the page. Create requirement on scope definition Create requirement on scope definition You can create requirements for business processes when you define the scope of the implementation project. Procedure 1. Click Business process implementation. 2. Click the Scope definition tab. 3. Click Define scope. 4. In the tree, select 'the desired business process'. 5. Click the Requirements tab. 6. Click Add. 7. Sub-task: Add new requirement. 8. On the New tab, you can create and add a new requirement to the current business process. 9. In the Name field, type a value. 10. In the Type field, select an option. 11. In the Gap type field, select an option. 12. In the MoSCoW field, select an option. 13. Sub-task: Add existing requirement. 14. Click the Existing tab. 15. In the list, find and select the desired record. 16. Sub-task: Add business process requirement. 17. Click the By business processes tab. 18. Select Yes in the Show requirements for flow field. 19. In the list, find and select the desired record. 20. Click OK. 21. Sub-task: Edit requirement. 22. In the list, find and select the desired record. Note: If you have added a new requirement, the requirement details are already opened. You can proceed with entering the description. 23. Click Edit. 24. In the Description section, enter a description of the requirement. 25. In the Notes section, you can enter notes for the requirement. 26. Click the Relations tab. 27. Click Add. 28. Select the records to which you want to assign the requirement and click OK. 29. Close the page. 30. Close the page. Notes On the Requirements tab, you can show requirements by:Business process: Only the requirements are shown that are assigned to the selected business process. To do so, click Show, Business process.Business process structure: Requirements are shown that are assigned to the selected business process and its child business processes. To do so, click Show, Business process structure. Create requirement on process verification Create requirement on process verification You can create requirements for business processes when you verify business processes. Usually, you do so for the business processes that you mark as Gap. Procedure 1. Click Business process implementation. 2. Click the Process verification tab. 3. Click Verify processes. 4. In the tree, select 'the desired business process'. 5. Click the Requirements tab. 6. Click Add. 7. Sub-task: Add new requirement. 8. On the New tab, you can create and add a new requirement to the current business process. 9. In the Name field, type a value. 10. In the Type field, select an option. 11. In the Gap type field, select an option. 12. In the MoSCoW field, select an option. 13. Sub-task: Add existing requirement. 14. Click the Existing tab. 15. In the list, find and select the desired record. 16. Sub-task: Add business process requirement. 17. Click the By business processes tab. 18. Select Yes in the Show requirements for flow field. 19. In the list, find and select the desired record. 20. Click OK. 21. Sub-task: Edit requirement. 22. In the list, find and select the desired record. Note: If you have added a new requirement, the requirement details are already opened. You can proceed with entering the description. 23. Click Edit. 24. In the Description section, enter a description of the requirement. 25. In the Notes section, you can enter notes for the requirement. 26. Click the Relations tab. 27. Click Add. 28. Select the records to which you want to assign the requirement and click OK. 29. Close the page. 30. Close the page. Notes On the Requirements tab, you can show requirements by:Business process: Only the requirements are shown that are assigned to the selected business process. To do so, click Show, Business process.Business process structure: Requirements are shown that are assigned to the selected business process and its child business processes. To do so, click Show, Business process structure. Create requirement on gap analysis Create requirement on gap analysis You can create requirements for the business processes when you analyze the gaps. Usually, you do so for the business processes that are marked as Gap. Procedure 1. Click Business process implementation. 2. Click the Analyze gaps tab. 3. Click Analyze gaps. 4. In the tree, select 'the desired business process'. 5. Click the Requirements tab. 6. Click Add. 7. Sub-task: Add new requirement. 8. On the New tab, you can create and add a new requirement to the current business process. 9. In the Name field, type a value. 10. In the Type field, select an option. 11. In the Gap type field, select an option. 12. In the MoSCoW field, select an option. 13. Sub-task: Add existing requirement. 14. Click the Existing tab. 15. In the list, find and select the desired record. 16. Sub-task: Add business process requirement. 17. Click the By business processes tab. 18. Select Yes in the Show requirements for flow field. 19. In the list, find and select the desired record. 20. Click OK. 21. Sub-task: Edit requirement. 22. In the list, find and select the desired record. Note: If you have added a new requirement, the requirement details are already opened. You can proceed with entering the description. 23. Click Edit. 24. In the Description section, enter a description of the requirement. 25. In the Notes section, you can enter notes for the requirement. 26. Click the Relations tab. 27. Click Add. 28. Select the records to which you want to assign the requirement and click OK. 29. Close the page. 30. Close the page. Notes On the Requirements tab, you can show requirements by:Business process: Only the requirements are shown that are assigned to the selected business process. To do so, click Show, Business process.Business process structure: Requirements are shown that are assigned to the selected business process and its child business processes. To do so, click Show, Business process structure. Start Start Publish  requirements  specification? Publish  requirements  specification? Publish requirements specification Publish requirements specification You can publish a document with the requirements specification of a solution. You can configure the level of detail of the information that is added to the document. Procedure 1. Click Business process implementation. 2. On the Requirements tab, in the list, find and select the requirements to be published. 3. Click Publish. 4. Click Requirements specification. 5. On the dialog, define the required settings. 6. Click OK. Notes On the Publish requirements specification document dialog, you can define these settings:Attachment lists - If this check box is selected, a list with attachments is added to each business process or activity with attachments.Include version number - If this check box is selected, the version number of each element is added to the document.Include change history - If this check box is selected, the change history of each element is added to the document.Number of change history records - You can define the maximum number of change history records that is published for each element. For example, if you enter 3, only the latest three changes to the element are published. Manage requirements Manage requirements Review, estimate, and complete the requirements that are created for the solution. All requirements that are related to a solution are shown at the solution level.If a requirement applies to several records, you can add a relation to these records. Procedure 1. Click Business process implementation. 2. On the Requirements tab, in the list, find and select the desired record. 3. Click Edit. 4. In the Requirement section, you can change the general settings for the requirement. 5. In the Status section, you can review the requirement status. If required, you can change the status or assign the requirement to another owner. Note: Which requirement statuses are available, is defined by the Additional requirement statuses field in the RapidValue parameters. If set to Yes, a set of additional requirement statuses is available that make a better match with the work item statuses possible. 6. In the Description section, you can change the description. 7. In the Estimation section, you can rate and estimate the requirement. 8. In the Notes section, you can enter notes for the requirement. 9. Sub-task: Add relations. 10. Click the Relations tab. 11. Click Add. 12. On the Existing tab, you can select other requirements to which you want to link the requirement. 13. Click the Activities tab. 14. Click the Applications tab. 15. Click the Business processes tab. 16. Click the Flows tab. 17. Click the Questions tab. 18. Click the Test suites tab. 19. Click OK. 20. A requirement can be linked to several records. If you have a DevOps integration, in DevOps a requirement can exist only once. Therefore, indicate which related record is the parent of the requirement in DevOps. By default, if the requirement is created for a specific record, this record is marked as the parent in DevOps. You can select another record as the parent in DevOps. If you want a requirement be synchronized with DevOps, make sure that a Business processes or Requirements record is marked as Parent in DevOps. Select the Parent in DevOps check box. Note: To select another record as Parent in DevOps, first clear the currently selected Parent in DevOps and click Save. Then you can select another Parent in DevOps. 21. Close the page. End End Create requirement on Business strategy designer Create requirement on Business strategy designer You can create requirements for business processes when you define the strategy. You can do so on the Business strategy designer. Procedure 1. Click Business strategy. 2. Click Capabilities. 3. In the tree, select 'the desired business process'. 4. Click the Requirements tab. 5. Click Add. 6. Sub-task: Add new requirement. 7. On the New tab, you can create and add a new requirement to the current business process. 8. In the Name field, type a value. 9. In the Type field, select an option. 10. In the Gap type field, select an option. 11. In the MoSCoW field, select an option. 12. Sub-task: Add existing requirement. 13. Click the Existing tab. 14. In the list, find and select the desired record. 15. Sub-task: Add business process requirement. 16. Click the By business processes tab. 17. Select Yes in the Show requirements for flow field. 18. In the list, find and select the desired record. 19. Click OK. 20. Sub-task: Edit requirement. 21. In the list, find and select the desired record. Note: If you have added a new requirement, the requirement details are already opened. You can proceed with entering the description. 22. Click Edit. 23. In the Description section, enter a description of the requirement. 24. In the Notes section, you can enter notes for the requirement. 25. Click the Relations tab. 26. Click Add. 27. Select the records to which you want to assign the requirement and click OK. 28. Close the page. 29. Close the page. Notes On the Requirements tab, you can show requirements by:Business process: Only the requirements are shown that are assigned to the selected business process. To do so, click Show, Business process.Business process structure: Requirements are shown that are assigned to the selected business process and its child business processes. To do so, click Show, Business process structure. Yes No

Activities

Name Responsible Description

Create requirement on solution

Business analyst

During implementation, you can create requirements for your solution and for specific records in your solution.

Besides to the solution, you can assign requirements to:

  • Requirements
  • Activities
  • Applications
  • Business processes
  • Flows
  • Questions
  • Test suites
You can assign requirements to these records on the Requirement page (as explained in the steps) and in the Requirements FactBox for these records.

Create requirement on scope definition

Business analyst

 		You can create requirements for business processes when you define the scope of the implementation project.

Create requirement on process verification

Business analyst

You can create requirements for business processes when you verify business processes. Usually, you do so for the business processes that you mark as Gap.

Create requirement on gap analysis

Business analyst

You can create requirements for the business processes when you analyze the gaps. Usually, you do so for the business processes that are marked as Gap.

Publish requirements specification

Business analyst

 		You can publish a document with the requirements specification of a solution. You can configure the level of detail of the information that is added to the document.

Manage requirements

Business analyst

Review, estimate, and complete the requirements that are created for the solution. All requirements that are related to a solution are shown at the solution level.

If a requirement applies to several records, you can add a relation to these records.

Create requirement on Business strategy designer

Business analyst

 		You can create requirements for business processes when you define the strategy. You can do so on the Business strategy designer.

Activities

Name Responsible Description

Create requirement on solution

Business analyst

During implementation, you can create requirements for your solution and for specific records in your solution.

Besides to the solution, you can assign requirements to:

  • Requirements
  • Activities
  • Applications
  • Business processes
  • Flows
  • Questions
  • Test suites
You can assign requirements to these records on the Requirement page (as explained in the steps) and in the Requirements FactBox for these records.

Create requirement on scope definition

Business analyst

 		You can create requirements for business processes when you define the scope of the implementation project.

Create requirement on process verification

Business analyst

You can create requirements for business processes when you verify business processes. Usually, you do so for the business processes that you mark as Gap.

Create requirement on gap analysis

Business analyst

You can create requirements for the business processes when you analyze the gaps. Usually, you do so for the business processes that are marked as Gap.

Publish requirements specification

Business analyst

 		You can publish a document with the requirements specification of a solution. You can configure the level of detail of the information that is added to the document.

Manage requirements

Business analyst

Review, estimate, and complete the requirements that are created for the solution. All requirements that are related to a solution are shown at the solution level.

If a requirement applies to several records, you can add a relation to these records.

Create requirement on Business strategy designer

Business analyst

 		You can create requirements for business processes when you define the strategy. You can do so on the Business strategy designer.
Related to Notes

Collect and manage requirements

 		 

Collect and manage requirements

 		 

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