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Accurately Link and Track Requirements with Solid Edge Requirements Management

Community Manager Community Manager
Community Manager

This article was written by Sameer Sathe of the Solid Edge Development Team.


Imagine that you go to a restaurant with a group of 20 friends. Once everybody settles down, the waitress approaches and very kindly takes the order of each and every one of you. The noted orders are conveyed to the chef in the kitchen. The chef prepares all of the orders, and further, the waitress brings all of the orders to the table. Before serving, she confirms the order with each person.


Now, you must be wondering what the heck I am doing talking about restaurant orders on a topic of Solid Edge Requirements. So let’s see how this can be related to back. Consider that you are the customer who comes with a requirement of various food items, which are essentially considered products. Consider the waitress is like Polarion which records all of the requirements and conveys them to the chef. Imagine the chef to be a designer who uses ingredients which are analogous to Solid Edge to prepare the food. The waitress is not sure about who has specified which requirement and hence she double checks every time before serving the product. Here comes Solid Edge Requirements to the rescue. Solid Edge Requirements provides a seamless integration of Polarion (A requirements management software) and Solid Edge. With the help of Solid Edge Requirements you can attach each and every requirement given by the customer to each and every part of the product. It is like a waitress has some magical device with her that tells exactly who has ordered what food and hence there is no confusion while serving.


Now that we have some background, let’s take some simple examples of how Solid Edge Requirements is beneficial to the customers. Imagine that I am a customer who has to build a product called Coffee Pot. I have a lot of requirements for the product Coffee Pot. Here is a list of just a sampling of these many product requirements


Requirements Coffee Pot


Cylindrical in shape

Shape should be ergonomic and aesthetically pleasing.

Has a handle

The handle will allow the pot to be lifted and tilted to pour coffee into a cup.

Has a spout

The spout will let coffee flow from the pot when tilted without spilling.

Handle supports 10lbs/4.54kg

The handle should support the weight of the pot when full, plus a factor of safety.

Handle is white

The handle should be white to coordinate with the colors of the base.

Pot fits securely on the base

The shape of the bottom of the pot should match the base such that it fits securely when placed on the base.

Pot is made of glass

The pot should be clear so the amount of coffee can be seen.  It should also be heat resistant, thermal shock resistant, waterproof, and washable.

Pot has a capacity of 64oz/1.89L

There should be enough coffee contained to keep the Autobots awake for at least one morning of a hackathon.

Has a strainer

The strainer enables the pot to trap the coffee grounds and allow the liquid coffee to flow through.

Strainer is removable

The strainer should be detachable from the pot so it and the pot can be washed and sanitized.

Strainer is made of plastic

The strainer should be heat resistant, waterproof, and washable.

Strainer is blue

The strainer should be blue to coordinate with the colors of the base.

Height is 5.285in/13.45cm

The assembled height of the pot should fit within the base with only a little bit of clearance above for easy mount/unmount.


As Polarion is great in handling the requirements, the company puts all of my requirements in Polarion which will look like the snapshot as seen below.


Solid Edge Requirements Management 1.jpg

The company has been using Solid Edge as their CAD software to create new designs. Once the requirements are understood, the designer creates a Coffee Pot as shown below.


Solid Edge Requirements Management 2.jpg


That's great! The requirements are handled elegantly and the newly designed Coffee Pot is awesome. All we are missing is the mapping of my requirements to the finished design. How do I find whether the designed product is according to the requirements that I have outlined? That's where Solid Edge Requirements Management will help me out. Let's see how.


Suppose that a designer in a company starts with designing a handle of Coffee Pot according to the requirements. He has designed the handle to begin with and now wants to link the design to the requirements. He can achieve it by using Solid Edge Requirements. Solid Edge Requirements provides a nice UI that would list down all the requirements gathered in Polarion. Look carefully at the snapshot below.


Solid Edge Requirements Management 3.jpg 


As you can see, all of the requirements are listed down in the Search tab of the Solid Edge Requirements window. When the user has finished designing or while  in the process of designing, he or she can directly refer to the requirements entered in Polarion by searching for them based on numerous filters and their permutations and combinations available in the search box provided. In the above picture, you can see that  Smiley HappyCP*” filter is applied to find the requirements related to Coffee Pot. You must be wondering why CP? Right Don’t worry; it’s just the ID prefix of the Coffee Pot project added in Polarion Requirements, but you can type in anything in the search box. For example, you can key in handle and search for it. The search results will list down all the requirements that have the handle keyword anywhere in its fields.

Once the requirements are listed down, you can select the requirement that are fulfilled by the design and hit the “Add Button” (see in the picture above).  This command would tie up the selected requirement with Solid Edge document. The process can be continued to attach multiple requirements that satisfy the design. For instance in above, you can attach all requirements related to the handle to the same document. Further there is a Work Items tab in the Solid Edge Requirements window that lists down all requirements attached to the document. Have a careful look at the snapshot below.


Solid Edge Requirements Management 4.jpg



On the Work Item tab there are various commands available. The Open command would open the requirement in Polarion, whereas the Publish command will publish the design into Polarion. In other words, as part of the publish command a 3D PDF would be created and uploaded to Polarion against the selected requirement. The 3D PDF can be viewed/reviewed by the stakeholders AKA customers who will get the idea on how the product is shaping up and whether it satisfies their requirements. Looking at the 3D view they can provide the feedback if changes are required. The turnaround time for the change would be less, as well as the customers getting the product’s look and feel.

Using the process outlined above, the designer can continue designing all the components of the Coffee Pot assembly and attaching the respective requirements to each and every component.

I hope by now you understand why Solid Edge Requirements is important and how it is beneficial to have integration of Solid Edge with Polarion Requirements.


In addition to the above, please refer to article Why Requirements Management is Required  to understand the benefits of it.

Best of Luck with your requirements management. Thanks!

Community Manager, Solid Edge
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Siemens Theorist Siemens Theorist
Siemens Theorist

Nice overview with a good example!

Siemens Dreamer Siemens Dreamer
Siemens Dreamer


Siemens Enthusiast Siemens Enthusiast
Siemens Enthusiast

Superb article !


Great article that fully explains why and how to use Requirements. Now I understand what this addition to the portfolio is.