Creating New Project Types

1. Select a project type associated request type.

   1. Log on to OpenText PPM.

   2. Click the Administration button in the masthead.

   3. From the Administration menu, select Project Management >Manage Project Types.

   4. On the Manage Project Types page, click Create New Project Type.

   5. Click the Request Types policy tab.

      The Request Types policy page opens.

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

      The pop-up dialog displays a list of all request types associated with project type.

   7. Select a request type from the list that you want to copy as template for your own request type. For example, Project Details.

   Note: For a project type you created by copying from an existing project type, the associated request type is also copied over, which is displayed in the Project Process Request Type field.

2. Create your own project type associated request type by copying the request type you selected in step e.

   1. From the OpenText PPM menu bar, select Open > Administration > Open Workbench.

      The PPM Workbench opens.

   2. From the shortcut bar, select Demand Mgmt > Request Types.

      The Request Type Workbench opens.

   3. In the Request Type field, type the request type you just selected in Creating New Project Types and click List. For example, type Project Details.

   4. Select the Project Details request type displayed on the Results tab and click Copy.

      The Copy Request Type dialog opens.

   5. In the Request Type Name field, enter a name for your request type, for example, My Project Type; Complete other fields as necessary and click Copy.

      The Question dialog opens, asking if you would like to edit the request type.

   6. Click Yes.

      The Request Type : <Request Type Name> dialog opens.

   7. Note down the Request Header Type field value, for example, Project Details.

   8. Click Cancel.

3. Create your own Request Header Type by copying the one you noted down in step g.

   1. Still in PPM Workbench, from the shortcut bar, select Demand Mgmt > Request Header Types.

      The Request Header Type Workbench opens.

   2. In the Request Header Type Name field, enter the value you noted down in step g, for example, Project Details, click List.

   3. Select Project Details request header type displayed on the Results tab and click Copy.

      The Copy Request Header Type dialog opens.

   4. In the Request Header Type Name field, enter a name for your request header type, for example, Project Details_MyRHT.

   5. Click Copy.

      The Question dialog opens, asking if you would like to edit the request header type.

   6. Click Yes.

      The Request Header Type : <Request Header Type Name> dialog opens.

4. Add the QC/ALM Release Information field group to the request header type you created in step 3.

   1. In the Request Header Type : <Request Header Type Name> dialog, click Field Groups.

      The Field Groups dialog opens.

   2. Select the checkbox for the QC/ALM Release Information field group, and click OK.

      The QC/ALM Release Information field group is added to the request header type.

   3. Click OK.

5. Associate the request header type you just configured to the request type you created in step 2.

   1. Still in PPM Workbench, from the shortcut bar, select Demand Mgmt > Request Types.

      The Request Type Workbench opens.

   2. Open the request type you just created in step 2.

      The Request Type : <Request Type Name> dialog opens.

   3. Click the selector for the Request Header Type field.

      The Validate dialog opens.

   4. Select the request header type you configured in step 4 and click OK.

   5. Click OK in the Request Type dialog.

6. Create your project type with the request type you just configured.

   1. From the OpenText PPM menu bar, select Create > Administrative > Project Type.

      The Create Project Type page opens.

   2. In the Project Type field, type a name for your new project type.

   3. Click the Request Types policy tab.

      The Request Types policy page opens.

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

      The pop-up dialog displays a list of all request types associated with project type.

   5. From the list, click the request type you configured in step 5.

   6. Click Create.