Configuring Service Settings for Project Types and Projects

Configure Service Settings for Project Types

In PPM, create a project type and configure service settings.

  1. On the Create Project Type page of PPM (from the menu bar, select Create > Administration > Project Type), in the Project Type field, provide a project type name, for example, MyProjectType_n.

  2. Click Request Types policy in the left pane.

    The Request Types page opens.

  3. Click the selector icon for the Project Process Request Type field.

    In the request type window that opens, select the new request type, for example, MyProject_RT.

  4. Click Project Fields policy in the left pane.

    The Project Fields page opens. The Service checkbox setting becomes available.

  5. Under Additional Fields section, select the Service checkbox if you want to enable the Service field for the new request type.

  6. The Is Required checkbox now becomes available. If you want the Service field to be required for projects created from the current project type, select the Is Required checkbox; otherwise, the Service field is optional.

  7. Click Create.

For more information about project types, see the Project Management User Guide.

Configure Service Settings for Projects

Create projects from the new project type, and configure the Service and Is Required settings.

The Service and Is Required settings are available for all projects you create from the new project type.

  1. After you have created a project from the new project type (for example, MyProjectType_n), on the Project Overview page, click Settings.

    The Project Settings page opens.

  2. Click Project Fields policy in the left pane.

    The Project Fields page opens.

You can configure Service and Is Required settings here for your project. See step 5 and step 6.

For more information about setting project policies, see the Project Management User Guide.