Action Dimensions CM requests

You can action a Dimensions CM request to a new lifecycle state if the request is in your inbox or if you are a Dimensions CM administrator.

Note: Normal Dimensions CM roles and privileges apply. You can action to the Approved state only when all the related reviews are approved.

Action a request from a backlog or iteration

  1. Open the request that you want to action.

  2. Click Action To and select a lifecycle state from the list. The Action Request dialog box is displayed.

  3. (Optional) In the General tab, modify the total and remaining story points.

  4. Select the Owners tab and optionally add users who will own the request after it is actioned:

    1. Click Add. A dialog box displays a list of users that can be added as owners.
    2. From the Role to Assign list, select the role with which to assign the new owners, for example, Developer.
    3. From the Capability of Users list, select a capability for the new owners. For more information see the Dimensions CM Administration Console online help.
    4. Select one or more users and click Add.
  5. When you action a request, you may need to provide additional details in the Attributes tab, some of which may be required.

  6. Click Action.

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Action a request from a card wall

  1. Open the iteration containing the request that you want to action.
  2. Click the Card Wall tab.
  3. Drag a request to another lifecycle column. The Action Request dialog box is displayed.

    When you action a request, you may need to provide additional details in the Attributes tab, some of which may be required.

  4. (Optional) In the Owners tab, select the user who will become the request owner after the request is actioned.
  5. Click Action. The request’s state moves to the next lifecycle column on the card wall.

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Delegate requests

Delegate a Dimensions CM request to assign it to other users. When delegating a request, you can change the role assignments for it, for example, Developer. You can also select a Dimensions CM capability, for example:

  • Leader: Sole responsibility for the request.
  • Primary: Primary responsibility for the request.
  • Secondary: Acts as a backup to the primary role.

For details about role assignments and capabilities, see the Dimensions CM Administration Console online help.

To delegate a request:

  1. Open the request catalog and select the request.
  2. In the General tab, in the Owners section, click Add.
  3. From the Role to Assign list, select the role to be delegated to the users.
  4. From the Capability of Users list, select a capability for the users.
  5. From the Users to Assign section, select one or more users.
  6. Click Delegate.

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