Configuring Program Management Request Types

Based on the needs of your organization, you choose and configure the request types to use in Program Management. To do this, you add field groups to the request header type for the request and attach a workflow to the request type. This section provides the steps you follow to perform these tasks.

For detailed information about requests, request types, request header types, and workflows, see the Demand Management Configuration Guide.

Note: To edit or create request types, you must have the Configuration license (system-level) and the Demand Mgmt: Edit Request Types access grants.

To configure a request type for Program Management:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench. The PPM Workbench opens.

  3. From the shortcut bar, select Demand Mgmt > Request Types. The Request Type Workbench opens.

  4. Click List. The Results tab lists all existing request types.

  5. To save the changes to the request type, click Save.

  6. Click OK.

For detailed information on how to configure a request type, see the Demand Management Configuration Guide.