Creating Packages as References from Requests

You can create a package as a reference from a request. When creating a package from a request, you do not open the PPM Workbench, even if you have the correct permissions. Instead, you work in the standard interface using the Create New Package and New Package pages. When you create a package as a reference from a request, you cannot add package lines, which means you cannot complete and submit the package. Adding package lines to a package and submitting a package requires using the Package Workbench.

To create a package as a reference from a request:

1. Log on to PPM.

2. From the menu bar, select Open > Demand Management > Search Requests.

3. Locate, and then open a request.

   You can open an existing request or create a new request from the menu bar. For information about how to open an existing request or create a request, see the Demand Management User’s Guide.

   The detail page for the request opens.

4. In the request's detail page, scroll to the References section.

5. From the New Reference list, select Package (New), and then click Add.

   The Create New Package page opens.

   

6. Select the relationship, and then click Create.

   The New Package page opens.

7. Select the workflow from the list.

8. Type any optional information that you want to keep as part of the record in the Notes tab, and then click Save.

9. On the detail page for the request, click Save.