HP Quality Center Tutorial (Day 3) – Requirements and Release Cycle Management with Example

In last two HP Quality Center / ALM tutorials we saw QC introduction and installation guide. In this tutorial let us continue the tutorial by means of an example:

(Note – please allow some time for the article to load, as it contains huge list of tutorial screenshots)

Consider that your AUT (Application under test) is Gmail.com or any other email application.

The following are the list of features that we need to test – a high level testing – not taking into account field level validations and such.

  1. Login – with correct credentials
  2. Login – Incorrect credential handling
  3. Forgot password
  4. New user registration

The features are going to be part of certain release that has a couple of cycles – We will see how through ALM we can define this information.

Clearly, the above listed items are your requirements. By definition, a requirement is a business need or a testing need.

How do we write the requirements, create test cases, link them to requirements, create test sets and execute the tests, create defects and link them back to test cases and eventually to requirements, linking all the test assets (test cases, requirements and defects) on multiple levels to Releases and cycles are the things we are trying to learn through these tutorials.

Release and Cycle:

Release is nothing but a significant change or changes that are going live at a given time.

Cycles are the different sets of testing efforts that are performed to facilitate the release.

For example: From the above listed features if you need feature 1 and 2 to go live on 30th May 2013 and the next 2 features on the 30th June 2013. You can name the first one “May release” and the second one “June release”.

Take a look at the below table: (click on any image to enlarge)

Quality Center release cycle


  1. Each release comes with a predefined set of requirements that are expected to be done by a certain time.
  2. The phases are nothing but cycles. Each release will have different cycles within it.
  3. Both cycles and Releases have start and end dates defined.

We have outlines the release and cycle information in the form of a table above and we have captured all the information regarding it right here in this word document. Do you find yourself asking then why ALM?  – Through ALM you can trace the release/cycle information all the way from requirements, test cases and defects thus ensuring complete transparency and traceability.

Steps to create a new release/cycle in ALM:

Step #1: Login to ALM into with your user name and password, into the domain and project you required.

Step #2: Go to the side bar options “Management->Releases”.

Step #3: Create Release folder: You can create a new release folder or directly create a release here. To create a new folder, choose the “New Release Folder” from the menu or right click on the “Releases” root folder and choose “New Release Folder”.  Enter the name and Click OK. The folder gets added to the hierarchical structure under Releases.

Quality Center Release Cycle

Enter the folder name:

Quality Center Release Cycle

Step #4: Create Release: Under the newly created folder, I am going to add a ‘New Release”. You can choose the “New Release” from the menu or right click on the root folder and choose “New Release” or choose Ctrl+R. Enter the Name.  As you can see, a start date and end date are the required fields. There is a description box where you can enter any text and then you can upload any supporting documents under attachments. Enter the information as required and click OK.

Quality Center Release Cycle

Enter release details

Quality Center Release Cycle

Step #5: The release gets added.

Quality Center Release Cycle

Step #6: Adding cycles: The next step is to add cycles. Under the newly added release, the options to add a new release folder or release are disabled. You have options in the menu to add new cycle activated or the right click menu has the option or Ctrl+Y keys can be used. Use one of these and choose to add a new cycle. Again name, start date and end date are mandatory items. Enter the same and click OK.

Quality Center Release Cycle

Enter cycle details:

Quality Center Release Cycle

Step #7: The cycle will now get added under the cycle. This is how the May and June release information from our table is going to look once it is all added to ALM.

Quality Center Release Cycle

Step #8: There are some validations for entering the cycle dates. They have to fall within the range of the release dates under which the cycle is created. If not, a validation message gets displayed.

Quality Center Release Cycle

Step #9: Once it is created. Choose the “May release” and observe its data.

The master plan tab will display the time line for the release with its cycle information:


Quality Center Release Cycle

Step #10: The Status attachment displays the progress of the release:

Quality Center Release Cycle

More information in these fields is going to get updated as and when we keep linking more requirements and in turn tests and defects. We will always retrace our steps backward and see how each additional linking effects the former components.

Steps to Create requirements:

Step #1: Go to “Requirements->Requirements” option from the ALM sidebar.

Step #2: Create new requirement folder. For consistency I am going to go with the name, ALM training- May release and June Release subfolders.  Enter the name and click OK.

Quality Center Create Requirement

Step #3: Once created, you can choose in the tree folder structure and add additional properties.

Quality Center Create Requirement

Step #4: Adding Requirements:  Click on “New Requirement” icon from the menu while choosing the folder under which you want to add the requirement.  The author name gets auto-populated. Enter the name and choose the relevant requirement type from the drop down. I am going to choose “Testing”.

Quality Center Create Requirement

Step #5: Link the requirement to a cycle and release:  Once you have added the requirement name and other details, you can now link it to any release and cycles as desired. You can do that by clicking on the “Target Release” drop down and selecting the release information. Since in our example this belong to the may release I am going to choose the same from the dropdown.

Note: You can associate a requirement with more than one release.

Quality Center Create Requirement

Step #6: To choose the Cycle. Click on “Target Cycle” drop down and choose the required Cycle. Since our login is a crucial function, I would like to perform it in every cycle. So I am going to map it to all 3 cycles under the May release. Here is how I do it.

Quality Center Create Requirement

Step #7: You can then assign additional details like the priority, provide attachments and other details before you Submit. The requirement gets added.

Quality Center Create Requirement

Step #8: If you need to modify or update the requirement you can do so, by double clicking from the tree view. The following window opens up:

Quality Center Create Requirement

Step #9: For every requirement a ‘Req. ID” gets auto generated. In this case, it is “7”.

Step #10: Also there are other features like requirement traceability, test coverage, etc in the side bar of the “Requirement Details” dialog. We will discuss all that in details once we finish understanding the end to end flow from releases/cycles-requirements-tests-test sets-defects.

Requirements and Release Statistics:

Now that we created one requirement and linked it with a Release and Cycle, let us see how this linking effect the “Release” and “Cycle” properties for the ones we created earlier.

1) Navigate back to “Management->Releases” from the sidebar.

2) Select one of the cycles we added earlier. Notice the properties:

QC requirements

Tip: If the statistics don’t reflect your changes as soon as you access this page, hit the refresh button in the menu.

3) Notice the statistics section, it shows “1” for the “Requirements assigned to cycle”. It now clearly indicates how many requirements are associated to this cycle.

4) Same thing with the Release. Hit the refresh button if the statistics don’t get updated immediately.

QC requirements

Remember, that ALM does not mandate that a requirement created be mapped back to a release or cycle. It is merely a best practice to do so and when done, you can completely leverage the ALM features to your benefit. The same thing applies with Tests. Once you create the tests you don’t necessarily have to link them back to requirement and/or release. But then, you will not be utilizing the tool its 100% if you don’t.

Important Points to Note:

1) In real time projects, all the data i.e. the requirements and tests are created in either excel sheets or word documents instead of directly creating them in ALM. This is not a tool imposed pre-requisite but testing teams across different companies find this more comfortable. One of the reasons for this is that you can keep local copies of the data on your machine thus reducing the network overhead.

2) You can import the data (requirements or tests) into ALM from Microsoft Word or Excel. To do so, you will need HP ALM Microsoft Word Add-in or HP ALM Microsoft Excel Add-in respectively.

3) You can also integrate ALM with an email server to make sure automatic email alerts can be sent to concerned parties based on certain conditions. For example, when a new defect is logged in or there has been a status change of the defect etc.

4) While creating folders, releases and cycles make sure that you choose the right parent node.

5) ALM organizes and stores data in a Grid or tree form.


I really hope this session is given you a tiny peek of what HP ALM can do for your project and how best you can manage all your testing related activities at one place.

In next Quality Center Tutorial we will see how to create and manage test cases.

If you like this tutorial, please consider sharing it with your friends. Also you can put your questions in below comment section. As always, we appreciate your feedback.  

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#1 Amit Kumar

This tutorial is very helpful if you realy want to learn about QC.

#2 Sorabh

Good Work. Keep it up!!

#3 Godwin

it’s very clear with the example. Also got good idea of release cycles.

#4 Irfan

Cool stuff! Thanks very much for the effort that you have put in create this excellent stuff. Can you please show us how to map the requirements? I mean RTM.

Thanks in advance!

#5 Revathy

Its really simple and easy. Thanks a lot….waiting for the next tutorial

#6 smanocha

This tutorial is really benefit for those who want to study demanding topics by own.Great work team!!!

#7 Mahesh

Previously I have not known much about Release management as we have not used the same in my previous assignments. This step by step tutorial helped me in understanding the Release management efficiently.
Could you please provide some lights on ‘Libraries’ under Management and ‘Business models’ under ‘Requirements’ tabs?

Thanks much!!

#8 Swati

@Irfan: The requirement mapping is covered in the next article. I wanted to have tests created and then the requirements mapped. So please stay tuned for the next one.

#9 Swati

@Mahesh: I am glad to hear this article cleared up questions you had about releases in ALM.

Libraries are going to be in article number 5.
I am not going to cover business models. It requires a standard modeling tool first to create business models and then the created models are imported into ALM.
If you need more information on the topics, i suggest you refer to the User guide.

I hope I helped.

#10 vinay

Really its very useful material thank Q very much

#11 Sonakshi

Teaching us by covering all related screenshots is good. It helps to learn/grasp easily. Thanks.

#12 Kedara

Nice and Thank you.

#13 Kedara

Any plans to teach us about ALM tables i.e TEST,TESTCYCL..etc and commonly used dashboard queries

#14 Swati

@Kedar: Tests and the test cycles are going to be in the next article. I am also going to introduce dashboard and other analysis tool in the last article.

#15 Irfan

@Swati – Thanks and I did check your day 4 tutorial.
Great job!

#16 Manjunath

Good one …written in easy language with screenshots. We can grasp the things easily by reading with out facing any difficulties

#17 Abdul Samad

This Document is SUPER!!, and very nicely explained

#18 Wendy

How can I add requirement type? I could not find requirement type “Testing” for adding a requirement? does requirement type maintains by admin user?

#19 Swati

@Wendy: Yes, Wendy. If “Requirement Type” is a field that you would want for your project, an admin can create that for you.

#20 Swati

@Wendy: More over, the screen shot for step 6 shows the “Requirement Type” field. Pls check the right most field on the top

#21 Sandeep

Superb explanation!!!

#22 Seshadri

Very useful. Teaching with example and screenshot is an excellent stuff. Easily understoodable.

#23 Anusha

Very nice article

#24 Sandra

Excellent training presentation1

#25 Suresh

Very good information.thanks.one of the step requirement id you said is 7…but in pic shows as 12.

#26 keerthi

could you plz temme how to generate rtm in QC???

#27 Rachid.M

Verry helpful Thanks a lot for this Professionall article
You’r the Best :)

#28 saro

easy to understand that

thanks vijay……..

#29 Sree

Must read article for freshers.. thanks a lot :)

#30 Francette

Thanks for being the only one who explains clearly how see the requirements associated to release!

#31 Ankit

What a brilliant session..!! Impressed.

#32 Midhun

Great effort…! Very much helpful for the freshers.

#33 ritu

Yes I am able to understand QC Its very help Thanks a lot

#34 Shruti Piarsania

Still I want to know about the Requeirment type option , where we have the Functional and Testing option, so could you please let me know the when and where exactly we should use thoes option.


#35 Divya

Thank you so much for having created this tutorial. It is very easy to follow and gives a good understanding of QC. Brilliant work.

#36 nandhini

It is a spoon feeding session that helped lot!!

#37 echo

when we create test requirement with test cases linking, is possible the requirement filter by dedicated test campaign in the test lab?

#38 Heidi

I don’t have the “masterplan tab”. Is it possible to get it or do I have an old version of HPQC maybe?

#39 sumon

The article was very easy to understand, I’d definitely say that you have done an awesome job!! Keep it up.Thanks

#40 Sreedhar

Excelent! Thank you so much

#41 arjun

This article is really very good and easy to understand.
Thanks for sharing this document.

#42 Gracey

Great! I could recommend this to my colleagues who want to have a start up on HP ALM or QC.
Steps are very simple and easy to execute.

#43 rekha

Hi ,
in Step 4, there are different types of requirements . Can you please explain where i can find more details about the requirement types?



this is great article…and how will admin add the requirement types in QC. Please explain with a screen shot…

#45 Dhivya

Regarding Step#9 in the Steps to Create Requirements section,the mentioned Requirement ID in the text is 7 and it is 12 in the screenshot. Even though this doesn’t seem to be a big thing, Please update this since the learners will try to associate the content to screenshots.

#46 shaik

i want to create a new requirement at requirement tab,but the new requirement folder option,as well as new requirement is in disable mode.what can i do to bring the new requirement folder option and new requirement options in enable mode.

#47 hr

Thanks for the tutorial. I wonder if you can help me with an issue I have in HP ALM 11.52. We recently upgraded QC from v10.0 to v11.52 and in the transition for a specific Requirements folder it assigned all the requirements to both Releases and cycles. The Test Exection is now completed for both Releases and I need the requierment stats of how mnay requirements were tested per Release/cycle. Is it possibel to filter the requirements based on the Test Set folder in Test Lab?

#48 Evgenia

What issues might occur during ALM upgrade or installation and how to resolve them?

#49 Biswajit TRipathy

i wanted to know more clarification of Step #7: You can then assign additional details like the priority, provide attachments and other details before you Submit. The requirement gets added.
Step #10: Also there are other features like requirement traceability, test coverage, etc in the side bar of the “Requirement Details” dialog. We will discuss all that in details once we finish understanding the end to end flow from releases/cycles-requirements-tests-test sets-defects.

Great! I could recommend this to my colleagues who want to have a start up on HP ALM or QC.
Steps are very simple and easy to execute.

#50 Honey

This Tutorial helps me to learn QC easily. Very good Explanation with step by step screenshots. Thank you very much.
I have noticed a minor mistake in” Step #10: The Status attachment displays the progress of the release:”

I think it should be “The Status Tab”

#51 Pals

Thanks much for this very useful and nice explanation.

#52 XYZ

Sounds good

#53 siva

Thanks a lot,this tutorial is very help full my career.


Really its a superb information which is very useful for job aspirants on testing.



#56 Natasha

Very useful tutorial and very good explanation.
Thank you so much.

#57 Natasha

I have windows 10 in my computer how can I install ALM in my computer. I downloded the ios files. When I started my installation it displays an error “Your operating system does not support ALM server”. How can I overcome this problem could any help me please?

#58 ankita ghosal

Can you explain the functionality of each requirement types?

#59 Durga

For every new item creation, only “Click on New” option is explained here which one can learn individually. After click on New symbol and adding a name, subsequent steps aren’t added. Creation of New Requirement/Folder in this tab asks Team Name and I have searched a lot for it but no go. How to create a New Team please explain.

#60 Shivangi

Who created the requirements in the HO ALM
the BA or tester?

#61 Hotovaga

Can someone please tell me :
I understand we created Requirements in Step # 4 and defined them as “Testing ”

Now, in Step # 6, we are chosing a “Cycle” for the Requirements created.
But, where were or how the ” TYPE OF TESTING “(as shown : Functional, Smoke & Sanitu) defined?
In which step?
Appreciate your feedback in advance.

#62 sanjeev


Is it possible to move a Cycle from one Release Folder to another Release Folder? i,e,. is it possible to ‘cut’ a Cycle from one Release and paste it in under another Release?

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