Hp-QC - Project Entities


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Sometimes project administrators would be in a position to customize a project to meet the specific needs of project. Hence we might have to add or customize fields, customize requirement types, and create categories and lists to meet the needs of the project. We should also keep in mind that the System fields are default fields and cannot be added or deleted but can be modified. This module deals with how to create/edit customize fields.

Let us understand this topic with an example. We will add a user defined field "Build Number" as a text box in "New defects" Module.

Step 1 − Go to Project Entities and select "Defect". Hit "New Field" Button after selecting the "User Fields" folder.

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Step 2 − Enter appropriate label name and select the correct data type "String/Date/User List/lookup List/Number/Float". We can also make it as "Required" Field so that user has to enter that field in order to successfully post a defect. After creating the user defined field hit "Save".

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Step 3 − Click "New Defect" Button in defects module. The user defined field will pop up and it will be shown as the mandatory field as we have marked it as a "Required" field while creating the same.

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Step 4 − Similarly we can create user defined fields across modules wherever necessary. Please do note that for creating a user defined Look up list one has to create the list using project lists and the select the list while creating a user defined field.

qc_project_customization.htm
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