The full requirement lifecycle.
DRD on the deal, snapshot-promoted to the project at close. BRD linked to DRD rows. FRD linked to BRD rows. Change Log for everything after FRD approval.
Documentation that flows from sales context through delivery.
| FR ID | Functional description | Linked BR (joined) | Status | Priority | LOE |
|---|---|---|---|---|---|
| FR-001 | Configure Inventory module with two warehouse locations and per-location stock counts. | BR-001 · The Inventory module must support a 2-warehouse hierarchy with location-level stock counts. | Working ▼ | High ▼ | 16 |
| FR-002 | Build daily bank-feed import + AP reconciliation matcher. | BR-002 · The PO module must integrate with the bank feed for automated AP reconciliation. | Planned ▼ | High ▼ | 24 |
| FR-003 | Add an HL7 feed listener (post-approval scope addition from Change Log CH-001). | BR-002 · The PO module must integrate with the bank feed for automated AP reconciliation. | Planned ▼ | Medium ▼ | 40 |
Most partner services firms document discovery in one tool, requirements in another, the functional spec in a third, and the change log in someone's email. None of those tools know about each other. PartnerView treats the requirement document set as one lifecycle: discovery on the deal, business requirements on the project linked back to discovery, functional requirements linked back to business, change log for everything after FRD approval. Every FRD row records the source DRD rows it derived from, so the trail from business need to functional spec is always queryable. For the generation surface that turns a DRD into a draft FRD, see /product/document-generation.
The discovery doc, the requirements spreadsheet, the spec PDF, the change log email thread. None of them know the others exist. Nothing reconciles.
The BRD reflects what was agreed in week one. The actual scope evolved over the next twelve weeks. The doc never caught up. The client asks why something works the way it does and there is no current answer.
Client asks why a feature was built. Three meetings later, someone finds the FRD line that authorized it. By then the answer does not matter.
| Docs in five different tools | PartnerView | |
|---|---|---|
| Document lifecycle | Discovery in one tool, requirements in another, specs in a third. | DRD, BRD, FRD, and Change Log in one connected lifecycle. |
| Cross-references | No record of which spec line came from which discovery point. | Per-row provenance from DRD to FRD. Every functional requirement traces back to its source. |
| Traceability | Nobody can say which task implements which spec. | Bidirectional requirement-to-task linking. |
| Sales to delivery | Discovery captured in the sale, lost at delivery. | The DRD snapshot-promotes into the project at close. |
| Sign-off | No record of who signed off on what. | Document versions on every save. Sign-off with user, timestamp, and role. |
DRD on the deal, snapshot-promoted to the project at close. BRD linked to DRD rows. FRD linked to BRD rows. Change Log for everything after FRD approval.
Each FRD row records the source DRD rows it derived from. The Derived from panel traces every functional requirement back to its origin, so reviewers can audit how a functional spec line was reached.
Regenerating an FRD creates v2, v3, and supersedes the prior batch as the current draft. Previous batches stay accessible in a side pane, so review history is never lost.
An FRD batch moves from draft to approved only through an explicit approve action. monday.com board config generation is blocked on un-approved batches.
Every task knows the spec it implements. Every spec row knows which tasks deliver it. Both directions queryable.
Global search and filter across every requirement doc. Filter by type, status, project, owner. Deep-link to the source.
One lifecycle, from sales context through delivery, with nothing re-keyed.
Documents that stay traceable, with a full audit trail from business need to functional spec.
Files that travel with the record they belong to, not a separate drive.
One search across every requirement doc in the firm.
Bring an active engagement. We will model it in PartnerView live.
Get a demo→