Planning requirements

Before you begin

Make sure that you have completed the tasks in “Setting up requirements for planning.”

Procedure

  1. Click Plan and select the view that contains the requirements to plan. The unplanned releases are displayed. If the unplanned releases are not displayed, in the Plan toolbar, click Show and plan all releases Show and plan all releases icon.
  2. Allocate requirements to the releases by clicking Auto Allocate.
  3. Click Work with scenarios Work with scenarios icon. You can use scenarios to adjust release dates, requirements, and resources to maximize the value of each release. For more information, see “Planning with scenarios.”
  4. Save the plan. All members who can access the view can see the plan. No attributes in the view change when you save the plan. To go to the last saved plan, click Revert.
    Note: Each view can have only one saved plan.
  5. Update the attribute values of the elements in the view of your current plan by clicking Activate.

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