View requests

This topic introduces the sections (tabs) in a request detail page.

Note: You can use the Use Tabs in Request Details Page feature toggle to control how the request details are displayed. If the Use Tabs in Request Details Page feature toggle is turned on, the request detail page displays the Dashboard, Details, Strategy, Status, Notes, and References sections as tabs. If the feature toggle is turned off, the request detail page displays these sections in a long page.

Open a request

See Open a request.

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Top section

The top of the request detail page displays the request number, the request type, and the available actions. The top section is visible after a request is created and submitted. The title of the request detail page is <Request Type><Request Number> - <Request Description>.

From the top section of the detail page, you can do the following:

  • Perform an available action. For details, see Act on a request.

  • Print the request details. See Print requests.

  • Save the request.

  • Make a copy of the request. See Copy a request.

  • Delete the request. See Delete requests.

  • Expand or collapse all sections on the page.

  • Go back to the top of the page. When you scroll the page down, the Back to Top button appears to the left of the Save button. Clicking this button brings you to the very top of the page.

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Details section (tab)

The Details section (tab) of a request detail page contains information specific to the request, including the request's general information such as who created the request, a description of the problem, the business area affected, and the resolution of the request.

The Details section (tab) is included in request creation and continues with the request until resolution. Typically, when creating a request, you must complete some of the fields in the details section. After a new request is submitted, you must update various fields as the request proceeds through the resolution process.

The details section contains several subsections, such as:

  • The Problem/Resolution and Analysis subsections.
  • The Resources subsection if resource tracking is enabled for the request. For details, see Resources section.
  • All the custom subsections.

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Notes section (tab)

The Notes section (tab) is included in the request creation process and continues with request until resolution.

The Notes section contains the following information:

Information Description
Notes added for the request

The Notes section includes the following subsections:

  • Add Notes. Enables you to add a note to the request.
  • Existing Notes. Displays the existing notes. This section is available only when the first note is added and the request is saved.

Request field value change history

The notes section also includes the value change history for request fields that have the Notes History attribute set to Yes.

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Dashboard section (tab)

The Dashboard section (tab) of a request detail page is available when the Enable Request Dashboard toggle is turned on in the request type setting page. For details, see Set up request layout.

The Dashboard section (tab) lists a set of preconfigured portlets to collectively display request information.

From the Dashboard section, you can:

  • Collectively view the request information.

  • Drill down on displayed data to view more details.

  • Export the portlet data.

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Status section (tab)

The Status section (tab) of a request detail page lists the request's associated workflow steps, and provides details for the completed workflow steps.

View a request's associated workflow steps

The Status section (tab) lists the request's associated workflow steps in the hierarchical order.

Some workflows include subworkflows. Subworkflow steps are displayed sequentially with the other workflow steps, and are numbered with additional decimal numbers, corresponding to the workflow level, for example, 3.1, 3.2, and 3.3.

If a workflow step has been acted on, the status of the workflow step and the resource who completed the step are also listed. The active workflow step is highlighted.

View workflow step details

The Status section (tab) includes the following links for you to view more details of the request's associated workflow steps. These links are displayed at the bottom of the Status section.

Link Details
Graphical View

 

Opens the Graphical Workflow window, which displays a graphical representation of the workflow applied to the request. The graphical workflow shows which workflow steps have been visited and which workflow step is the current workflow step.

The Legend section describes the colors and symbols used to illustrate the workflow steps and transitions.

To see a summary description of a workflow step, move your cursor over the step to view the tooltip text.

Your administrator can assign a Current %Complete value to individual workflow steps. As the request moves along the workflow, the percent completed is updated according to the value configured for each step.

Approval Details

Opens the Approval Details window, which displays a detailed view of approved active and completed workflow steps.

  • The Approvers columns list the names of the security groups that can act on the workflow step, or, if a workflow is completed, the security groups or the users who acted on the step.
  • The Decision Results column displays the actual result of the workflow step.
  • The Approval Details window also displays any conditions required to complete a workflow step, for example, All Users Must Decide.
  • The Decision Date column displays the calendar date on which the decision result occurred (after all required approvers and decision makers submitted their input).
Transaction Details

Opens the Transaction Details window, which lists information for each completed workflow step transaction.

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References section (tab)

The References section (tab) of the request detail page contains additional information related to the request.

Add references to requests

You can use the Reference Additions section to add references to the request. For example, you can add a URL to a request or delete an outdated document from a request. In some cases, you can create a functional dependency between a request and the referenced entity. For details, see Add references to requests.

Search and download references

You can search for a reference by text strings contained in the target reference subsection.

To search and download references:

  1. Locate the target reference subsection and click the Search icon at the top right.

    Note: If you are in the Program Details page: References tab or the Package Details page, you can find the Search icon at the top right of the References section. You can use this Search box to search for references of all types.

  2. Type a text string in the Search box. The reference that has the text string contained in the subsection will filter itself out.

You can download a single attachment or all the attachments as a zip file:

  • To download a single attachment, click the name of the attachment you want to download. The attachment is downloaded automatically.

  • To download all the attachments of a request, click Download All. All of the attachments added to the request are downloaded as a Zip file.

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Strategy section (tab)

The Strategy section (tab) is available in request details page when:

  • The request is added in a portfolio, and
  • The portfolio either has strategic themes defined or has business goals related to KPIs.

From this tab (section), you can:

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Resources section

If your PPM administrator has enabled resource tracking for the request type, the request detail page displays the Resources section under the Details section (tab).

The Resource column in this section lists the resources assigned to the request so far. The section may also include Scheduled Effort, Actual Effort, Actual Start, and Actual Finish columns.

You can perform the following actions in the Resources section:

Action Details
See resources assigned to a request

Every time you use the Assigned To field of a request to assign resource to the request, that resource is automatically added to the Resources section and listed on the request.

The Resources section lists the resources that were previously assigned and are currently assigned, their contributed effort, and the time when the effort is contributed.

Add resources

If you are authorized to manage the Resources section, you can use the Add Resource button to select and add resources to the list. For details, see Assign resources from the Resources section.

Change allocations for listed resources

If you have the required permissions, you can use the Scheduled Effort (hrs) field to change allocations for the listed resources.

Note:

  • Creating and changing allocations for resources assigned to a request requires a manager level role. Other resources who work on the request typically do not have permission to modify the Scheduled Effort (hrs) field.
  • If your administrator has configured the request type to use Time Management, then resources are expected to submit time sheets and log the time they worked on this request. In this case, the value in the Scheduled Effort field for a resource is displayed in the Expected Hours field on the time sheet for that resource.

Update actuals

You can use the Actual Effort,Actual Start, and Actual Finish fields to update your actual effort on the request.

Note:

  • If your administrator has configured the request type to use Time Management, after a resource submits a time sheet, the Actual Effort,Actual Start, and Actual Finish fields become read-only, and are rolled up from the time sheet submitted by the resource for the request.
  • If, in addition to tracking resources, the request also includes the Work Item Fields section, then some of these work item fields become roll-ups of the resource-level information. For example, the information in the Scheduled Effort column in the Work Item Fields section is a sum of the scheduled effort specified for each resource on the request. The Actual Effort,Actual Start Date, and Actual Finish Date fields also become roll-ups.

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See also: