Configuring Demand Set Fields

Once the demand set is configured, you must configure the fields associated with a demand set. Once configured, these demand set fields must be mapped to IT demand request type fields. These fields should be common fields that you use for managing and reporting on the various types of demand. Each demand set field must exist in each of the IT demand request types.

To configure a demand set field:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Demand Sets & Processes > Manage Demand Sets.

    The Demand Sets page opens.

  3. Click the name of a demand set.

    The Demand Set page opens.

  4. On the Demand Set page, select the Demand Fields tab.

    The Demand Fields tab opens.

  5. Create a demand set field:

    1. At the bottom of the Field Name column, in the empty field, type a field name.

    2. At the bottom of the Search Validation column, in the empty field, select the validation from the list.

      The search validation offers the full set of available values. For example, if one demand type is only available to users in the United States and another is available to users in Europe. Each IT demand request type would use its own field but the search field would include all possible choices.

    3. Click Add Field.

      The configured field is saved to the demand set. A delete icon is displayed next to the configured field. A new, empty field is made available.

  6. Map the demand set field to a request type. Select the Request Types tab.

  7. Under Field Mapping, map the fields of the Demand Fields column to the fields of the Request Type Field column.

    Select the IT demand request type field using the list. Map the Demand Fields to Request Type Fields with the same validation type. The information stored in the fields should be similar across the multiple IT demand request types. This enables you to view an accurate picture of demand across multiple demand types.

  8. Click Done.

    A message window opens.

  9. Read the message and click OK.

    The fields are added to the demand set.