Adding Projects as References

  1. Log on to PPM.

  2. Open or create a request.

  3. In the request detail page, expand the References section.

  4. From the New Reference list, select Project.

  5. Click Add.

    The Add Reference: Project window opens.

  6. Provide the required information, and any optional information you want to record, and then click Search.

    The Add Reference: Project window lists relationship types and the projects that match your search criteria.

  7. Under Select which relationship the selected Projects will have to Request # <request number>, select the option that describes how the project(s) is related to the request.

  8. In the Select Project to View section, select the checkbox(es) for the project(s) you want to add as a reference to the request.

  9. Click Add.

    On the request detail page, the References to be added on Save field lists the project name and displays its relationship to the request.

  10. Click Save.

    Note: To add a reference, you must save or submit the request.

The detail page for the request now lists the selected project(s).