Upgrading Best Practices Content

If the product license your organization purchased (for PPM version 7.5 or earlier) included Best Practices, you had the option of installing request types and workflows specifically designed to enhance your use of Demand Management, Project Management, and Portfolio Management.

All Best Practices content in your current instance is preserved during the upgrade to version 9.60. This includes request types and workflows that are not delivered in version 9.60.

Project Management and Portfolio Management access the request type content installed as part of Best Practices. This includes Micro Focus-supplied menu items that attempt to access these request types. The following table lists the Best Practices request types and their associated workflows, and provides descriptions of the product functionality they provide.

Caution: For PPM products to function correctly, you must have Best Practices installed on your system.

Table 1-2. Product functionality enabled by Best Practices content

Request Type /Workflow

Description

Menu Selections

Field Groups

PFM - Proposal / PFM - Proposal

Represents a proposal for a project.

  • Create > Proposal

  • Open > Portfolio Management > Create Proposal

PFM Proposal

PFM - Project / PFM - Project

Represents the data and process associated with a project. This request type is connected to a project type.

Not accessible as a menu selection. This request type must be connected to a project type.

PFM Project

PFM - Asset / PFM - Asset

Represents the ongoing costs and maintenance of the result of a project.

  • Create > Asset

  • Open > Portfolio Management > Create an Asset

PFM Asset

Project Issue / Issue Management Process

Represents issues associated with a project.

(Also associated with a project type. This enables users to create requests of this type from the Project Overview page.)

  • Search > Project Issues

  • Create > Project Issue

  • Open > Project Management > Project Controls > Submit Project Issue

  • Open > Program Management > Issues > Search Project Issues

  • Project Issue

  • Project Reference

Project Risk /

Risk Management Process

Represents the risks associated with a project.

(Also associated with a project type. This enables creating a request of this type from the Project Overview page.)

  • Search > Project Risks

  • Create > Project Risk

  • Open > Project Management > Projects Controls > Search Project Risks

  • Open > Project Management > Projects Controls > Submit Risk

  • Open > Program Management > Risks > Search Project Risks

  • Project Risk

  • Project Reference

Project Scope Change Request / Scope Change Request Process

Represents scope changes associated with a project.

  • Search > Project Scope Changes

  • Open > Project Management > Project Controls > Search Scope Changes

  • Open > Project Management > Project Controls > Submit Scope Change

  • Open > Program Management > Scope Changes > Search Scope Changes

  • Project Scope Change

  • Project Reference

Program Issue

Represents issues associated with a program.

  • Search > Program Issues

  • Create > Program Issues

  • Open > Program Management > Issues > Search Program Issues

  • Open > Program Management > Issues > Submit Program Issue

  • Program Issue

  • Program Reference

Program Risk /

Program Risk Management Process

Represents risks associated with a program.

  • Search > Program Risks

  • Create > Program Risk

  • Open > Program Management > Issues > Search Program Risks

  • Open > Program Management > Issues > Submit Program Risk

  • Program Risk

  • Program Reference

DEM - Application Enhancement /

DEM - Enhancement Request Process

Represents requests for new functionality in current applications.

  • Create > Request

  • Search > Requests

  • Open > Demand Management > Create Request

  • Open > Demand Management > Search Requests

  • Open > Demand Management > Request Browser > Browse Requests

  • Demand Management SLA Fields

  • Demand Management Scheduling Fields

DEM - Database Refresh / DEM - Database Refresh

Represents the database refresh requests made for applications in the testing phase.

  • Create > Request

  • Search > Requests

  • Open > Demand Management > Create Request

  • Open > Demand Management > Open > Search Requests

  • Open > Demand Management > Request Browser > Browse Requests

  • Demand Management SLA Fields

  • Demand Management Scheduling Fields

DEM - Application Bug / DEM - Bug Request Workflow

Represents reported defects in current applications.

  • Create > Request

  • Search > Requests

  • Open > Demand Management > Create a Request

  • Open > Demand Management > Search Requests

  • Open > Demand Management > Request Browser > Browse Requests

  • Demand Management SLA Fields

  • Demand Management Scheduling Fields

DEM - Initiative / DEM - Project Initiative Process

Represents requests for key projects for future quarters.

  • Demand Management > Create a Request

  • Demand Management > Search Requests

  • Demand Management > Request Browser > Browse Requests

  • Demand Management SLA Fields

  • Demand Management Scheduling Fields