Requirements List (Excel)

When generating a report, you have the ability to limit it to a single package. Does that sound like a solution for you, or do you have multiple packages at that second-level that contain your requirements? If so, a bit of a customized reporting template might be in order, and we'd be glad to help with that.

Thank you for getting back to me so quickly.  Yes, there are multiple Second-level packages.  As an example,

Project Name (Top-level)

Architecture Requirements (Second-level)

Business Requirements (Second-level)

Management  (Third-level 'folder')

Reporting (Third-level 'folder')

Compliance Requirements (Second-level)

I would like the Requirements List (Excel) Report to only list the Second-level packages.  The default $Package column lists all of the packages (including the folders).  The problem we're having is that we're losing context (Second-level) with the default configuration.

Does this help?

Thanks!

Jason 

I think, Jason, that this might be solved by using a conditional clause in a repeat statement. For example, add a line before $listRequirements like this:

$repeatPackages where Parent = Project Name

What this does is add another layer of context (the package), and so the report will only include requirements info in packages that are directly owned by your first level - that is, your second level of packages. 

And, don't forget the $endrepeat after the $listRequirements line that's already there:

$endrepeatPackages

I've attached a sample of how this could look here. If I've still missed the point, it may be better to open up a support ticket with us and dig into your specific project structure and goals with screenshots, etc. - just email support@serlio.com.

Jason

This is very helpful but as you noted - the report only includes requirements information in packages directly owned by the first level (second level of packages).  Here's the issue that we're having.  When we run the requirements list report, all of the requirements are listed along with their immediate package (third, fourth level, etc).  We only want the second level package listed but ALL of the requirements in ALL of the folders under second-level to be listed.  Hope that I'm explaining this properly and certainly appreciate any assistance that you can provide.  Thx!

Ok. Thanks for the clarification, Jason. You want all of the requirements displayed, but only want the package listed in column L if it's at the second level, right?

You should be able to achieve your goal by further modifying the template I sent earlier. The problem is that requirements can be owned both directly by packages, as well as by other requirements, so we can't test the $Parent of the requirements themselves. Instead, I think we'll need to set up a variable "switch" to see if the requirement's package is at the second level or not.

So, let's keep the $repeatPackages loop in there and remove the conditional statement so we get all packages from your project. We can then test each package's parent to see if it's at the 2nd level, switch the variable accordingly, then include the package name conditionally using that variable.

The attached should list the package the requirement is in only if its owning package is at the second level of your project. Give that a shot and let me know if that's what you're looking for. This template uses some slightly more advanced reporting features, so if you have any questions on the way it's set up, please let me know that, too.

Another thing you can change (that I didn't do) to make this template useful on more than one project without having to manually edit each time is to set up a report parameter for the "Project Name." Check out section 5.11 in the custom reports user guide (click Reports / Custom Reports on the ribbon bar) and let me know if you have questions on that.

Jason