This spreadsheet is designed to allow project team members to capture requirement data to be exported into ALM.

Data can be copied from other sources, such as W

Documents, or entered directly into the spreadsheet.

The For Import tab contains columns for various Requirements Fields that can be imported using ALM's Excel Add-In tool. Some fields in this tab use Data Validation a
Conditional Formatting to assure successful import into ALM.

The Excel vs. ALM Fields tab compares those Requirements fields recommended by standard Requirements Engineering documents, and the associated ALM Fields.
Standard fields are highlighted in blue, ALM fields in red. ALM fields highlighted in yellow require special consideration, as they are either generated by ALM, are unne
in a database environment, or have a different usage than the Standard field.

The Excel vs. ALM Fields tab also lists special characteristics of both the ALM fields and the associated fields in the spreadsheet. For example, since the ALM "Name" fi
limited to 255 characters, the Excel field is formatted to turn the text in this cell red when the content exceeds 255 characters. This is accomplished using conditional
formatting.

In addition, some ALM fields, such as "Requirement Type" are validated against look-up lists in the ALM tool. These look-up lists have been recreated in the Template
Controls tab of this spreadsheet, and are used as part of Excel's Data Validation process for fields on the For Import tab. The lists on the Template Controls tab shoul
modified to include any customizations made to the original lists in ALM. This allows Requirements Analysts to assure that data entered in the spreadsheet will match
allowed values in ALM.

To modify the Excel look-up list:

Note the image below from the Template Controls tab. The values of the "Requirement Type" field are listed in cells A3 thru A12, and this range has been
name of "Type".
 To add more items to the list, do the following:
1. Add the new values to the bottom of the list. For example, to add a new entry to the Requirement Type field, type the value in cell A13.

2. Update the Named Range to include the new cells:

A. On the Formulas ribbon, choose Name Manager.
B. Select the appropriate Named List.
C. Redefine the list to include the new cells.
D. Check to be sure that the new value appears in Excel's look-up list for the appropriate cell.

The requirement "PATH"

In ALM, requirements are presented in a directory tree. This highest level folder is named "Requirements". If no path is specified during the import pro ce
imported requirements will be placed in the Requirement folder.

To specify the location of requirements, use the path cell in the Excel spreadsheet. First, list the first folder directly under the Requirement parent folder,
list all subsequent folders or requirements, separated by a forward slash.
For example, to import "Requirement A1.1" in the sample below, the path would be as follows:
OASSIS\TEST CONVERSION TO TESTS\Requirement A\Requirement A1
Requirement Type Requirement Name
Requirement Description
Comments Requirement Priority
Author Review Status
Path
Standard Field Names Requirement Type

ALM Field Names (Labels) Requirement Type

Complex DB Configuration
ALM Field Database Name
RQ_TYPE_ID is a 10 character
number, generated based on
field entries.

ALM Field Charastictics

Data Validation to "Type" range.

Excel Template Field

Characteristics
Note: Excel cells can hold 32,767 char.
1,024 chars display in a cell.
All 32,767 display in the formula bar.
Requirement
Requirement Version Number
Identifier

REQ ID N/A: Requirement Version Number

(Assigned in ALM) (Revisions Managed in ALM)
 Requirement Name Requirement Description

Requirement Name Requirement Description

RQ_REQ_Name Memo field - virtually unlimited

255 Characters N/A

Conditional formatting. Cell background turns Red

if 255 characters exceded.
Requirement Status Requirement Priority Business Owner

Direct Cover Status

Requirement Priority N/A
(Test Runs)

RQ_REQ_PRIORITY

70 char
Lookup List: Priority

Data Validation to "Priority" range.

 Requirement Change
Requirements Analyst
History

Requirement History
Author
(Managed in ALM)

RQ_REQ_AUTHOR

70 char
Lookup List: User List

Data Validation to "User" range. N/A

This range must be developed in the Excel

Template.

Entries must match ALM entries exactly.

 Discussion/Notes N/A

Comments Review Status

RQ_DEV_COMMENTS RQ_REQ_REVIEWED

Memo field - virtually unlimited 70 char

Lookup List: Review Status

In ALM: when changes are

made to Requirement fields,
the status automatically
changes to "Not Reviewed".

Data Validation to "Review"

range.
 Requirement Type Review Status Requirement Priority Direct Cover Status
(Type) (Review) (Priority) (Coverage)

Undefined Reviewed 1-Low Blocked

Folder Not Reviewed 2-Medium Failed
Group 3-High N/A
Functional 4-Very High No Run
Business 5-Urgent Not Completed
Testing Not Covered
Performance Passed
Business Model
Interface
User