Configuring Program Management Workflows

Configuring Program Management Request Types provided information on how to add a specific workflow to a specific Program Management request type. This section contains information on how to add a specific Program Management request type to a workflow. For information about workflows and workflow steps assigned to requests, see the Demand Management User Guide.

Note: To edit request types, you must be assigned the Configuration system-level license and the Demand Mgmt: Edit Request Types access grant.

To add a request type to a workflow:

  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 Configuration > Workflows. The Workflow Workbench opens.

  4. In the lower-right corner, click List. The Workflow Workbench lists all workflow records.

  5. In the Workflow Name column, double-click the record for the workflow that you added to the request type in step 8.

    The Workflow: <Workflow Name> window opens.

  6. Click the Request Types tab.

  7. In the Allowed Request Types list, select all of the request types except the Program Management request type that you modified in Configuring Program Management Request Types .

    Tip: To select adjacent and nonadjacent list items, use the Shift and Ctrl keys, respectively.

  8. To move the selected request types to the Restricted Request Types list, click the left-pointing arrow.

  9. Click OK.