Package: odoo9-addon-business-requirement
Business RequirementIntroductionWhat is a Business Requirement?ABusiness requirement(BR) is the expression of a business need by a customer
or internal project user.A BR contains multiple different parts to explain the stakeholder need and how to
meet his/her requirements:Customer Story: this is the requirement as expressed by the customerScenario: How/where the current solution can provide a suitable scenario to
answer the customer storyGap: For the uncovered part of the scenario, elaborate the gap/need for specific
developments/setupTest case: A set of conditions under which a tester will determine whether the application, software system or
one of its features is working as it was originally established for it to do.Deliverablesto be provided to the customer/userResourcesnecessary to achieve the deliverablesAdditionalinformation (approval, cost control etc.)This set of modules was originally designed for the service/IT industry but the
requirement management design has been kept as generic as possible so that it can
apply to many other cases/industries (customer or internal projects):ConstructionTrading (New product development)Business ConsultancyWeb or IT developmentR&D projectsetc.More information about business requirements management:WikipediaSix SigmaBusiness Requirement set of modulesThis module is part of a set (Business Requirements repo).The base Business Requirements module creates the basic objects and
can be used as a standalone module.Multiple modules integrate the BR with other business areas, such as Sales,
Procurement, Project or Analytic Accounting. For example:Sales Quotation can have an estimation supported by a BR analysisProject Tasks can be related to the BRs they implement or supportProcurement and purchase can be generated out of the BRThe following workflow explains the business workflow between the BR modules and other applications in Odoo:How to use this module?This module only contains the standard base models for business requirement:BR model definitionStandard setup and viewsStandard WorkflowConfigurationUsersBusiness Requirement User: can create and confirm a BRBusiness Requirement Manager: can create, confirm and approve a BRAlias and emailsYou can setup an alias in Settings/Technical/Email/Alias in order to create
business requirements directly from email received at a specific address.You can start conversation with the followers in the chatter area of the
BR like in tasks, issue or CRM leads.SequencesDefault numbering format: BR123456.You can modify the default numbering sequence in
Settings/Technical/Sequences&Identifier/Sequences.Search for Business Requirement sequence and alter it if necessary.TagsYou can create and assign tags for your business requirements in
Business Requirements/Configuration/Bus. Req. Category.Master projectYou can define a master project linked to the business requirement.Followers from the project will automatically be added to the business requirements.UsageSimple BRDefine the header informationMaster Project (Partner is the one related to the master project)Priority (low, Medium, High)Change request: Is it a change request? (currently only informational with n model or action)Tags: any relevant tag for the business.Owner and approver by defaultInput the customer story, scenario gap and test case(simple html editor with image and text)Confirm the Business requirement (for BR User and Manager)
At that stage the Customer story/Scenario/Gap/Test case is not modifiable anymoreApprove the Business requirement (for BR Manager)Once your requirement is finished and delivered you can set it as DoneAlternatively, you can cancel the BR (in case it is not relevant or mistake) or drop it (when customer makes the decision to discontinue it)Sub-business requirementsUser can create sub business requirements for a given BR for complex cases.This is a simple parent/child relation (see roadmap).Known issues / RoadmapMulti-company managementFull change request managementAnalytic account managementComplex relationship managementIntegration with earned-value module.Improve the followers details (eg: depending on the stages)Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed feedback.CreditsContributorsEric Caudal <eric.caudal@elico-corp.com>Alex Duan <alex.duan@elico-corp.com>Xie XiaoPeng <xie.xiaopeng@elico-corp.com>Victor M. Martin <victor.martin@elico-corp.com>Evan Li <li.aiwen@elico-corp.com>Sudhir P. Arya <sudhir.arya@serpentcs.com>Andrea Stirpe <a.stirpe@onestein.nl>MaintainerThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.To contribute to this module, please visithttps://odoo-community.org.