Set request type as roadmap type
A default roadmap type Portfolio is provided for use. APM administrators can also create customized roadmap types in the PPM Workbench by setting a request type as the roadmap type.
To set a request type as the roadmap type:
- Log on to PPM.
-
From the menu, select Open > Administration > Open Workbench.
The PPM Workbench opens.
-
From the shortcut bar, select Demand Mgmt > Request Types.
The Request Type Workbench window opens.
-
Click List and then select the request type you want to set as the roadmap type.
The Request Type window opens to the Fields tab.
-
Click New.
The Field: New window opens to the Attributes tab.
- In the Token field, type
ROADMAP_TYPE
. - Fill in the mandatory fields.
-
Provide values for the other fields as you desire.
For detailed instructions about creating fields for a request type, see the Creating Fields for Request Types section in the Demand Management Configuration Guide.
- Click Add or OK.