Create Dimensions CM requests

You can create Dimensions CM requests in a backlog. To add a request based on the details of an existing Dimensions CM request, you can prime a request.

In this topic:

Create a request

You can add new Dimensions CM requests to a backlog.

To create a request:

1. From the spaces list at the top right, select a space.

2. On the Products page, open the product where you want to create a request.

3. In the sidebar, select Backlogs.

4. Open the backlog where you want to add the request. Optionally, select the epic or feature to contain the request.

5. Click New and select a request type, for example, ECR.

6. In the General tab, specify the following information:

   • Give the request a title and summarize its purpose.

   • For Acceptance Criteria specify the criteria to be met before the request is considered to be complete.

   • For Story Points estimate the total number of points required to complete the work, and the points remaining until finishing. Story points are an estimation of a request’s relative complexity compared to other requests, and the effort required to complete it.

   • (Optional) Relate the new request to a stream and design part.

7. Select the Attributes tab and specify attribute values. Each request type has different attributes, some of which may be required. The attributes are the same as those in the Dimensions CM clients.

   Only the attributes that you have the privilege to edit are displayed. The displayed fields depend on the request type and how it has been customized by a Dimensions CM administrator.

   Tip: You can hide read-only attributes.

8. Click Save.

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Prime a request

You can create a Dimensions CM request based on the properties of an existing request. In Dimensions CM, this operation is known as priming a request.

The new request can be:

• In the same or a different product.
• A different request type.
• Related to the request from which it was primed.

To create a request from an existing request:

1. From the spaces list at the top right, select a space.

2. On the Products page, open the product containing the relevant request.

3. In the sidebar, select Request Catalog.

4. Open the request that you want to prime.
5. Click Prime To and select a request type.
6. Select a relationship type, for example, Duplicate.
7. Click Prime.
8. Complete the form the same as for a new request.

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Add action description

You can add an action description to a request without actioning it.

To add an action description:

1. From the spaces list at the top right, select a space.

2. On the Products page, open the product containing the relevant request.

3. In the sidebar, select Request Catalog.

4. Open the request where you want to add a description.
5. From the Actions menu , select Add Action Description.
6. Enter a description and click Save.

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Edit requests

You can edit a request's details if the request is in your inbox or if you are a Dimensions CM administrator. After you edit a request, its new values are displayed in all Dimensions CM clients.

To edit a Dimensions CM request:

1. From the spaces list at the top right, select a space.

2. On the Products page, open a product.

3. In the sidebar, select Backlogs or Iterations.

4. Open the backlog or iteration containing the request you want to edit.

5. Open the request and click Edit.

6. In the General tab, modify the details as needed:

   • Edit the title, summary, and acceptance criteria.

   • Edit the story points.

   • Add and remove attachments.

   • Add and remove relationships to other requests.

   • Relate the request to a different stream or project.

   • Add and remove relationships to design parts.

7. Select the Attributes tab and edit the attribute values. Only the attributes that you have the privilege to edit are displayed.

   Each request type has different attributes. Attributes that are required for the next state are indicated. The attributes are the same as those in the Dimensions CM clients.

   Tip: You can hide read-only attributes.

8. Click Save.

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See also:

• Manage Dimensions CM requests in an iteration
• Plan and manage backlog