iPE Help

How to Edit Proposal Requirements

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Explains how user can update requirements including linking requirements to DOORS

What are Proposal Requirements

Proposal requirements represent the list of "needs" and "wants" outlined to you by your prospect or customer in their request for proposal. These requirements might be documented in a formal list, Excel or DOORS, or they might be buried in the text of the request for proposal document. Often-times one seemingly very simple requirement, for example "allow secure access over internet", needs to be broken down into many different individual requirements across various categories such as hardware, coding, training etc. WBS elements of your proposal.

To view or edit proposal requirements click on the "View/Edit Requirements" button in the proposal SETUP tab.

Check the "Requirements are in DOORS" box if you manage requirements in DOORs.

Proposal Requirements List

After clicking "View/Edit Requirements" you will see the requirement list in a popup as shown below:

  1. Enter the description of each requirement clicking the + button to add a new requirement
  2. Optionally specify the document/chapter or page reference to the customer's request for proposal, and/or the requirement number or ID
  3. Optionally assign your requirement to a specific WBS - causing this requirement to show up in the corresponding BOE WBS estimating application - and/or assign an owner to making sure this requirement is covered in your cost estimate
  4. Select the status from the drop-down list. Work with your implementation consultant to configure appropriate status options
  5. Enter or copy and paste in the requirement's reference or URL from your requirements tracking system such as DOORs
  6. You can download this list of requirements to Excel or upload the complete set of requirements from Excel.

When you manage requirements in an external requirements tool such as DOORs you should only copy and paste the requirement URL into this table, do not bother to copy in all the other information. You can access the requirement through the link. The description, owner,  WBS etc. will not be automatically synchronized or updated between DOORS and this application.

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