How do I import Requirements from my Word Document

Overview

Using the Import Requirements from Word Wizard, you will be able to import your legacy Requirements Documents from Microsoft Word documents (*.docx, *.doc, *.rtf) into TopTeam.

This wizard can easily import requirements from the document whether they are in tabular format or style based. It can import requirement’s title and its rich text description, along with other attributes into TopTeam.

Who should read this?

  • TopTeam Users

Prerequisites

  • Ensure that you are a team member in the targeted project and have “Create Record” privileges for the Requirements Record Type in the project, where the requirements will be imported.

Sample Word document for importing Requirements

wpid29901-media_1465884921202.png

Step 1. Open the Import Requirements from Word Document wizard

wpid29890-wpid-media_1380621350202.png

Step 2. Import Requirements from Word Wizard opens

wpid29902-media_1465885206950.png

Step 3. Read the information on Prerequisites and Preparation

wpid29903-media_1465885291369.png

Step 4. Select a Document

wpid29892-wpid-media_1380622500032.png

Select the document from which you wish to import the requirements into a project.

Step 5. Select a Project

wpid29891-wpid-media_1380622529667.png

Select the Project into which you wish to import the requirements.

NOTE: If you do not have the required privileges in a project, you will NOT be allowed to select that project.

Step 6. Select a Requirements Document

wpid29893-wpid-media_1380623033533.png

You can select the Requirements Document from an existing list of Requirements Documents. Else, a new Requirements Document can also be created provided, you have the privileges to “Create Requirements Document” in the selected Project.

Step 7. Select a Requirement Type

wpid29894-wpid-media_1380623057479.png

NOTE: You can add new Requirement Types before you start importing Requirements.

Step 8. Select Requirements format

wpid29895-media_1380623126509.png

For information on choosing an appropriate option for importing requirements, refer to the article Choosing an appropriate option for importing requirements using “Import Requirements from Word” wizard.

Step 9. Specify the start and the end of the document

wpid29896-media_1380624119563.png

Step 10. Select Paragraph Style for Requirement Title/Name

wpid29904-media_1465887053521.png

All the Paragraph Styles used in the document are listed as hierarchical Requirements Title Styles.

Step 11. Select Paragraph Styles for Requirement Description

wpid29905-media_1465887258985.png

All the Paragraph Styles used in the document are listed as hierarchical Requirements Description Styles.

Step 12. Specify if you wish to import other Requirement fields (optional)

wpid29906-media_1465887390339.png

Step 13. Verify the requirements and its attributes are marked by the wizard by opening the document before importing

wpid29897-media_1380624203622.png

Step 14. View Requirements Import Preview

wpid29900-media_1380624410189.png

Step 15. View Action Log

wpid29898-media_1380624428464.png

Requirements are imported

wpid29899-media_1380624474822.png

Revised: June 15th, 2017