Creating Requests from the References Section

You can create a request from the References section of the detail page for a request.

Caution: If your PPM instance supports multiple languages, note that when you create a new request type, its definition language is automatically set to your current session language. For more information, see the Multilingual User Interface Guide.

To create a request from the References section of a request detail page:

  1. Log on to PPM.
  2. On the Search menu, click Requests.

    The Search Requests page opens.

  3. To locate a request, enter search criteria, and then click Search.

  4. In the Request Search Results section, in the Req # column, click a number to open the corresponding request.

    The detail page for the request opens.

  5. From the Jump To navigation panel, click References.
  6. From the New Reference list, select Request (New).
  7. Click Add.

    The Create New Request page opens.

  8. From the Request Type list, select the type of request you want to create.
  9. Under Relationship, select the option that indicates how the new request is related to the request you opened.

    Note: For more information about establishing relationships between requests, see Adding References to Requests.

  10. Click Create.

    The Create New <Request Type> page opens.

  11. In the fields marked with a red asterisk, provide all required information.
  12. Provide any additional information about the request that might be useful.

    Note: For instructions on how to complete the Create New <Request Type> page, see Creating Requests from the Menu Bar.

  13. Click Submit.