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Planview Customer Success Center

Creating and Deleting Request Types

Note: PPM Pro administrators can create request types.

Before setting up request types, it is important to understand the nature of the requested items in your organization and how those requests should be categorized, managed, approved, and reported upon. Once you have an understanding of your current and desired request management pro­cesses, you will be ready to proceed to request type configuration.

  1. Navigate to Admin/Setup/All Entities/Requests/Types.
  2. Click New.
  3. Enter the configuration information in the Create a New Request Type dialog as described in the table below:

Field

Description

(Page 1) Item Type

(Required) Determines what item, if any, will be created with the request is approved. Account, Issue, Task, Project, or None.

Target <entity>

(referred to as "Target Queue" on Info page after request type is created)

Specifies where the item type, if any, will be created when/if the request is approved. The available targets depend on the item type chosen on the first page of the wizard. Note that ff you select a specific entity instance, it will appear as the "Target Queue" on the request Info page.

When you include a Target Queue and you enable the "Final Approver Can Select Alternate Target" setting (see below), the item creator has the option of choosing a different target at create time.

Type

(Required) Names the request type. Enter a descriptive title; this is the name that will be used throughout the application.

Final Approver Can Select Alternate Target

Check this setting if you want to allow the final approver to create the requested item in a destination other than the target specified. Note that you must have specified a Target Queue (see Target <entity> above).

Final Request Approver

(Required) Every gate/request must have at least one approver. Specify the user who must give final approval for the request to be granted. Other people added to the final approval team get the same permissions. You can give the requester permission to specify a different final approver (see next setting).

Submitter Can Select Final Approver

Check this setting if you want to allow requesters to submit requests to a specific approver for final approval. Do not select the checkbox if you want the requests to be submitted to the final approval team.

Contact Filter

This field is not currently in use.

Resource Filter

The request type will be visible only to resources specified by this filter, if any. See Creating Filters for information about creating filters.

Is Active

This is set to Yes by default (not visible on Create dialog). To disable the request type,edit the request type and set to No.

Scoring Profile

Choose a scoring profile if you want requests of this type to be scored. If there is no scoring profile in the drop-down list, it means that no scoring profiles have been configured for this request type. You must first configure at least one scoring profile under Admin/Setup/Scoring. See About Scoring and Creating a Scoring Profile for more information.

Requestor Can Score

Check this setting to allow the requestor to score.

Add Attachments to Item

Check this setting to carry forward attachments from the request to the target item. Attachments will have public visibility.

Description

Enter any text you wish to appear in the Description field for this request type on the Create Request tab.

Prefix Text

Enter any text you wish to appear on the first screen of the Create New Request dialog. This text can be instruction or general information.

  1. Click Save.

Now you can set up the request fields and create the final approval team.

Deleting a Request Type

Deleting a request type removes it from the system. Note that you can make a request type inactive, which leaves its definition in the system, but removes it as an for a requester.

To delete a request type

  1. Navigate to Admin/Setup/All Entities/Requests.
  2. Click the [Info] link for the request you wish to delete.
  3. On the Request Info tab, click the Delete button.
  4. Click OK to confirm the deletion.

To make a request type inactive

  1. Navigate to Admin/Setup/All Entities/Requests/Types
  2. Click the [Info] link for the request you wish to make inactive.
  3. On the Request Info tab, click the Edit button.
  4. Click Next.
  5. Uncheck the Is Active? checkbox.
  6. Click Save.

You will still see the request type in the list of types, but a user will not be able to create a request of this type.