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Requests

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Requests
Request sections from PM training book. E1 - PRM
Pages: 13
  • Request Overview
    Request functionality is one way that project work can be initiated in Portfolio and Resource Management. If your organization uses requests, these articles will help you get started.
  • Request Portfolio View Screen
    This article provides an introduction to the Request Portfolio View screen's elements and navigation.
  • Create and Review a Request Portfolio
    This article deals with creating and reviewing a request portfolio.
  • Request View Screen
    This article provides an introduction to the Request View screen's elements and navigation.
  • Create Requests
    This mixed media article provides an overview and best practices for creating new requests.
  • Review or Modify a Request
    This article covers how to review an existing request as well as how to make changes to request attributes such as name, type, status, or description.
  • Dispatch a Request Overview
    This article provides concepts and best practices for dispatching requests into projects, strategies, outcomes, support tickets, etc., as well as associating a request with a project, strategy, or outcome.
  • Delegate Dispatch Duties
    This article covers how to review an existing request as well as how to make changes to request attributes such as name, type, status, or description.
  • Dispatch a Request by Lifecycle Step
    This article explains how to use a lifecycle step notification to dispatch a request to work, outcomes, or other entities, as well as how to change the status of or deny a request.
  • Update a Request Status
    This information is about the ways a request can change status, deny, or close a request manually.
  • Remove Associations and Delete Requests
    This information is about the ways a request can change status, deny, or close a request manually.
  • Dispatch a Request without Lifecycles
    This article explains how to dispatch a request to initiate a deliverable, such as an outcome, support ticket, or project.
  • Associate a Request with a Project, Strategy, or Outcome without Lifecycle
    This article explains how to associate a request with a particular project, strategy, or outcome.

Content

Requests can be used to manage the initiation of new work, outcomes, or other entities. This course shows how to create, update, dispatch, and initiate items from requests.