Managing Requests Using Portlets

You can use the Demand Management request portlets to organize and present request information and drill down on displayed data to view more detail. Table 4-3 lists the demand-related portlets that you can add to your PPM Dashboard pages (including the preconfigured Demand Manager page) and customize to suit your information needs.

For information about the default portlets displayed on the Demand Manager page, see Portlets on the Demand Manager Page. For information about how to configure the information displayed in a portlet, see Setting Portlet Preferences.

Table 4-3. Demand-related portlets

Portlet Name

Description

Assignment Queue

Provides a customizeable view of the demand that has not yet been assigned to a resource. Use this portlet to assign a resource to a request.

Consolidated Demand

Displays a bar graph that provides a graphical overview of the demand placed on an organization. Drill-down functionality lets users view details about the requests represented.

Demand by Category

Provides graphical summary view into different aspects of demand. You can organize the information displayed in the portlet based on department, demand type, priority value, and so on. You can also organize the displayed information based on the number of demand entries within a specific grouping (count) or the consolidated effort of the grouped demand.

Demand List

Provides a personalizable list of the demand placed on an organization or resource.

Issue List

Lists open issues associated with programs.

My Requests

The My Requests portlet displays all requests created by or assigned to the user, and which are at a workflow step that the user can act on. This portlet provides a view of the most pressing requests. By default, the portlet displays all requests (with a current active step) created by or assigned to the user, so that the user can see the information without having to customize the portlet.

Open Requests by Priority

This portlet displays a graphical view of the number of open requests, grouped by assigned priority value. Use this portlet to help you visualize and group open issues.

Program Risk List

This portlet lists risks associated with programs and with projects that are linked to programs. You can personalize this portlet to display risks based on program, project, impact, probability of occurrence, impact level or other criterion. You can configure the portlet to display only the programs that are relevant to your assigned activities.

Program Scope Change List

The Program Scope Change List portlet displays all of the scope change requests associated with projects that are linked to programs. You can configure multiple instances of this portlet for viewing different programs and the scope changes logged against their linked projects.

You can personalize the portlet to display scope change requests based on criteria such as project name, severity, change request level, and so on.

Request Activity

This portlet displays general activity information such as the number of requests opened and closed during the previous two weeks, and the number of open requests. This portlet provides visibility into high traffic request types as well as the groups or users assigned to address them.

Request List

This portlet displays general request information, including description and status. You can click the Req# link to open the detail page for the corresponding request.

If you configure the portlet to display the following columns (for requests such as for request types such as PFM - Asset, PFM - Proposal, PFM - Project, and Project Details), and you have the permissions required, you can click the values in these, which are also links to their corresponding entities in PPM:

  • StaffingProfiles

  • FinancialBenefit

  • ReferenceDocuments

The drill-down functionality in this portlet is security-based. If you do not have View, Edit, View All, and Edit All access grants for an entity, its values will not be displayed as links.

Request References

The Request References portlet lists the references attached to request based on filters such as reference type, relationship, and the time period the references were added.

Request Summary

This portlet displays information about groups of requests, including assigned priority, request type, and the total number of requests in each category. You can drill down on any request or request group.

Request Summary Bar Chart

This portlet displays a bar chart that lets you see rolled up information about selected requests. To see the list of requests that a bar represents, click the bar.

Request Summary Pie Chart

This portlet displays a pie chart that presents rolled up information about requests that you select. To see the list of requests that a pie wedge represents, click the wedge.

SLA Exception Roll Up

This portlet provides a graphical display (bar chart) of all open demand under active service level agreements (SLA). The SLAs are configured using request type rules. According to your information needs, you can group the SLA information based on department, application, demand type, and other criteria.

Violations are highlighted in red. To see a list of violating requests, click View These Exceptions.

Micro Focus supplies a preconfigured Demand Manager page that contains request-related default portlets for use by demand managers. For detailed information about the Demand Manager page, and instructions on how to add it to your PPM Dashboard, see Demand Manager Page.