Setting Up Request Work Item Fields

If you have licenses for Demand Management, and you wish to include requests as work items to be tracked using Resource Management, associate work item fields with your request types. Work item fields include the following (for a list of all request work item fields, see Table 5-1. Request work item fields):

  • Scheduled Start Date

  • Scheduled Finish Date

  • Scheduled Duration

  • Scheduled Effort

To insert work item fields into a request type, you must associate the work item field group with the request header type being used by the request type. Figure 2-2. Work item field group in a request type illustrates the relationship between the work item field group, a request header type, and a request type.

Figure 2-2. Work item field group in a request type

Note: To avoid associating work item fields with a request you don't want to track, use a one-to-one mapping between the request header type and the request type.

When Field Groups are associated with existing request types (through the request header type definition), tables in the PPM database are updated to handle this new configuration. Because of the scope of database changes, you should re-run the Database Statistics on your database. Instructions for this are included in the Installation and Administration Guide. Contact your system administrator for help with this procedure.

To associate work item fields with a request type:

  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 Header Types.

    The Request Header Type Workbench opens.

  4. Click New Request Header Type.

    The Request Header Type window opens to the Fields tab.

  5. Click Field Groups.

    The Field Groups window opens.

    Note: Depending on the PPM products your site has licensed, the Field Groups window may display a different set of options.

  6. Select the Enabled checkbox for the Work Item Fields option and click OK.

    The work item fields are now associated with the request header type.

  7. Provide any other required or optional information.

  8. Save the request header type.

  9. Click the Request Types screen and open the request type in which you wish to include work item fields.

  10. In the Request Header Type field, specify the request header type containing the work item fields.

  11. (Optional) Modify the request type as you see fit, including setting field logic and security.

    See the Demand Management Configuration Guide for more detailed information on modifying request type fields.

  12. Save the request type.

    The request type now has work item fields associated with it and can be tracked using Resource Management.

Note: Certain request work item fields are interdependent, meaning one field might be updated when another field's value is changed. Demand Management field-level security allows you to make request fields invisible to certain users or sets of users.

Resource Management for requests may not work correctly if you make an interdependent request work item field invisible to a user. Any user who will be making use of request work item fields must have at least View access to all of them. Edit access to all work item fields is not necessary unless the user will be changing work item field values.