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