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 CaliberRM Essentials


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This course introduces the requirements analyst or reviewer to the fundamental skill of managing requirement definitions using CaliberRM. CaliberRM Essentials is a tools-oriented course that provides hands-on training for anyone using CaliberRM. The focus will be on using CaliberRM in the context of daily requirements analysis, including creating requirements, collaborating with other interested parties, and publishing approved requirement baselines. Throughout the course, you will use the CaliberRM user interface to accomplish these tasks and will discuss how to adapt the interface itself so that each analyst may have a personal view of the requirements information. During the course, you will learn not only the CaliberRM product features but also how to utilize them to manage evolving requirement definitions. For example, you will learn how to extend requirement definitions with custom attributes and, if desired, reuse these customizations as part of a project or enterprise standard. You will also learn how to define dependency relationships between requirements and across development technologies as well as reporting capabilities so that you can extract critical development metrics from your requirements repository. All concepts are taught through a combination of instructor-led discussion and self-paced exercises. After completing this course, you will be able to effectively use CaliberRM for any requirement specification activity.

Course Overview

By the end of the class students will be able to:

  • Understand CaliberRM Concepts and Features
  • Work with CaliberRM Administrator Functions
  • Enter requirements into CaliberRM
  • Collaborate using CaliberRM
  • Use CaliberRM’s Traceability function
  • Integrate with HP Quality Center
  • Manage and Review Requirements


Students should have a working knowledge of Windows and be familiar with the process of Requirements Analysis and Definition.

Course Outline

  • Introduction to CaliberRM

    • Eliciting requirements in a multi user environment
    • Moving from a document centric approach
    • Tracing impact of change
    • Product architecture
  • CaliberRM Concepts and Features

    • Classifying requirements
    • Requirement versioning
    • Requirement traceability
    • Managing a set of requirements
    • Requirement specifications
  • CaliberRM Administrator Functions

    • What to tell the Administrators
    • Levels of CaliberRM Users
    • Administrators tool
  • Entering requirements into CaliberRM

    • Create and Save New Requirements
    • Understand what a requirement description can contain
    • Copy, Cut, Paste, Delete and Move Requirements in the Requirement Tree
    • Inspect Requirement Versions and use Change History
    • Browse and Compare Requirements
    • Use Word to Create Requirements
    • Use “Import from Word” Wizard to Create Requirements
  • Collaboration

    • Post and read discussion items
    • Make people responsible for requirements
    • Understand email notification settings
  • Traceability

    • Understand the benefits and cautions of traceability
    • Refine the relationship between Requirement Types using traceability
    • Determine when, and which types of, traceability should be used
    • Understand strategies for tracing to external artifacts
    • Integration with HP Quality Center
  • Managing Requirements

    • Searching requirements
      • By id, name or description
      • By other attributes
    • Making bulk changes
    • Baselines
      • Labeling a set of requirements
  • Reviewing Requirements

    • Web review
    • Standard reports
    • Diagram prints
    • Document factory
    • Export
      • Access
      • CSV
    • Datamart
    • Search server