Overview of Integrating Requests and Projects

Customers who have both Demand Management and Project Management can integrate Demand Management's request tracking capability with Project Management's deliverable date and actuals tracking capabilities. By integrating Demand Management and Project Management, requests can be folded seamlessly into a scalable framework of interlocking initiatives.

Linking tasks to requests from Demand Management also gives instant visibility into the detailed activities that support a project. The possible relationships between projects, tasks, and requests are as follows:

  • Reference Tasks to Requests. You can use the References tab on the Task Details page to link a task to new and existing requests.

  • Reference Projects from Requests. You use the can use the References tab on the Task Details page to reference existing projects from requests. For information about how to reference a project from a request, see Adding References to Requests.

  • Reference Tasks from Requests. You use the can use the References tab on the Task Details page to reference existing tasks from requests. For information about how to reference a task from a request, see Adding References to Requests.

As you integrate requests and projects, dependencies are established between the two entities. For example, you can specify a request as a predecessor to a package. This means that the package cannot continue along its workflow until the request is closed. Table 5-1 lists the dependencies that you can create between requests and tasks and requests and projects.

Table 5-1. Dependency relationships

From Entity to Entity

Dependency Relationship

Description

From Request to Task

Related to this request

(Informational) The selected task is related to the request.

From Request to Project

Related to this request

(Informational) The selected project is related to the request.

From Project to Request

Related to this project

(Informational) The selected request (new or existing) is related to this project.

From Task to Request

Related to this task

(Informational) The selected request is related to the task.

For more information about relationships, see Request Detail Page, References Section.