Request Header Type Field Groups

Request header type field groups are a way for PPM to distribute a collection of fields required for certain functionality. For example, Demand Management distributes a collection of fields for service level agreements in the Demand Management SLA Fields field group.

Field group fields behave just as normal fields do, with the restrictions that you cannot remove them except by removing the entire field group and you might not be able to modify some of the field properties. Table 5-9. Request header type field groups lists the request header type field groups that are delivered with various PPM products.

You can add field groups to request header types by clicking Field Groups in the Request Header Type window.

Each request header type field group has a custom token prefix that allows the user to access the data of that field by using the format:

REQ.P.<Field_Group_Token_Starting_With_KNTA_>

When field groups are associated with existing request types (through the request header type definition), PPM database tables are updated to handle this new configuration. Because of the scope of database changes, the Database Statistics should be rerun on your database. Instructions for this are included in the Installation and Administration Guide. Contact the application administrator for help with this procedure.

Table 5-9. Request header type field groups

Field Group

Description

Agile Integration Info This field group is just for request integration with agile entity

CMQC Application Project

CMQC Application Project (Also include PFM Project and CMQC QC/ALM Instance field groups)

CMQC Project Status

CMQC Project Status field group

CMQC QC/ALM Administration

CMQC QC/ALM Administration field group

CMQC QC/ALM Instance

CMQC QC/ALM Instance field group

CMQC Test Status

CMQC Test Status field group

CMQC Testing Project

CMQC Testing Project (Also include PFM Project and CMQC QC/ALM Instance field groups)

Demand Management SLA Fields

This Field Group contains the fields necessary to manage requests with SLA.

Demand Management Scheduling Fields

This Field Group allows a request to be scheduled with the Demand Management solution.

PFM Asset

Allows Requests to be considered as Assets in a Portfolio.

PFM Program Required for any request type that will represent a program lifecycle (regardless of whether the program will be considered in the portfolio)

PFM Project

Required for any request type that will represent a project lifecycle (regardless of whether the project will be considered in the portfolio)

If the PPM system does not include the PFM - Project request type, you can create a new request type, add this field group to it, and then use this request type for projects. This field group is required for any request type that models the project lifecycle, regardless of whether the project is part of a portfolio.

PFM Proposal

Allows requests to be considered as Proposals in the Portfolio Management process.

Program Issue

Allows Requests to be considered as Issues in a Program.

Note: After you enable field group Program Issue: Allows Requests to be considered as Issues In a Program for a request header type, no Program Issue section is added to the Fields tab of the request header type. This behavior is by design and it has no functional impact. Request types using this request header type can still be used as program issue type and it works fine for program issue tracking.

Program Reference

Contains a field that allows a user to add a Program reference to a request.

Program Risk

Allows Requests to be considered as Risks in a Program.

Project Issue

Allows Requests to be considered as Issues in a Project.

Project Reference

Contains a field that allows a user to add a Project reference to a Request.

Project Risk

Allows Requests to be considered as Risks in a Project.

Project Scope Change

Allows Requests to be considered as Scope Changes in a Project.

QC/ALM Defect Information

This field group contains fields for PPM-QC/ALM Defect integration

QC/ALM Info

Allows Requests to use the special integration with QC/ALM

QC/ALM Release Information

This field group contains fields for QC/ALM Metrics integration

Service

Allows selection to identify the service associated with the request

Universal CMDB Impact Analysis

Enables integration with Universal CMDB

Work Item Fields

These fields allow requests to be tracked as load in Resource Management visualizations.