Adding Existing Requests as References

  1. Log on to PPM.

  2. Open or create a request.

  3. From the Jump To navigation panel, click References.

  4. From the New Reference list, select Request (Existing).

  5. Click Add.

    The Add Reference: Request window opens.

  6. To locate the request to reference to the open request, enter your search criteria, and then click Search.

    The Add Reference: Request window lists the possible relationship types. The Request Search Results section lists the requests that match your search criteria.

  7. Under Select which relationship the selected Requests will have to Request # <request number>, select the option that describes how the request you are about to select is related to the open request.

  8. In the Request Search Results section, select the checkbox(es) for the request(s) you want to add.

  9. Click Add.

    On the detail page for the request, the References to be added on Save field lists the selected request(s).

  10. Click Save.

    Note: To add the reference, you must save the open request.

In the References section of the request detail page, the Requests subsection lists the referenced request(s).