Enable RFC creation for a OpenText PPM project type

In the Service Manager project policy in OpenText PPM, you can enable or disable the RFC creation capability at the project type level. The settings of a project type affect all projects of that project type. However, the policy has an option to allow project managers to override the project type setting for particular projects.

To set the RFC creation capability for a project type:

  1. Log on to OpenText PPM.

  2. From the menu bar, select Open > Administration >
    Project Types & Templates > Manage Project Types.

  3. Open the project type you want to configure.

    The Modify Project Type window for that project type opens.

  4. In the list of policies, click Service Manager.

    The Service Manager policy opens.

    The default settings for the options enable RFC creation for projects of the selected project type and allow project managers to override that setting for particular projects of that type:

  5. To enable all projects of this project type for RFC creation and prevent project managers from disabling this capability, make sure that the Enable RFC creation capability check box is selected and the Allow project managers to override these settings option is set to No.

    If you want project managers to control the RFC creation capability for particular projects regardless of the setting of the Enable RFC creation capability check box, set the Allow project managers to override these settings option to Yes.

  6. Click Save.