Project Request Configuration

While creating a Project Request, Eclipse PPM users must choose an existing Project Template as a model for their desired Project. Eclipse PPM administrators have the ability to configure how each Project Template will be used to create Project Requests, including the process for submitting the request, how the request form will appear, which fields will be included on the request form, and whether users will have to include documents along with their requests.

Tip: The bottom of the "Requests" page contains a list of all Project Requests that have been created using the Project Template:

Note: Eclipse PPM users can only have a set number of pending Project Requests at once. Administrators can configure this number from the Edit Project Settings page:

In the example above, users will only be able to have 10 requested Projects pending at once. After requesting 10 Projects, a user will have to wait until at least one request is addressed before requesting another Project.

This page covers the following topics:

 

Enabling a Project Template to be used for Project Requests

Before a Project Template can be used to submit Project Requests, an administrator must enable it from the Template Menu.

To enable a Project Template to be used for Project Requests:

Before You Start: Users will require the "Manage Project Templates" Administration & Configuration permission from an Application Policy to enable Project Requests on Project Templates.

  1. Select the Administration icon from the Navigation Menu:

    Click thumbnail to enlarge.

  2. Select Project from the "Templates" menu:

  1. Select which Project Template you would like to enable for Project Requests:

  1. Open up the Template Menu in the top right-hand corner of the Project Template profile page:

  2. Select the Request view:

    Tip: The bottom of the "Request" page contains a list of all Project Requests that have been created using the Project Template:

  1. Select the Enable button:

After clicking Enable, Eclipse PPM users will be able to use the Project Template to create Project Requests:

Note: To disable a Project Template for Project Requests, simply follow the same instructions above but select the Disable button during Step 6:

 

 

Configuring Project Requests from a Project Template

Eclipse PPM administrators can configure how Project Templates will be used to create Project Requests. This includes the request submission process, the appearance of the request form, and any documents that should be included with the request.

To configure Project Requests from a Project Template:

Before You Start: Users will require the "Manage Project Templates" Administration & Configuration permission from an Application Policy to configure Project Requests on Project Templates.

  1. Select the Administration icon from the Navigation Menu:

    Click thumbnail to enlarge.

  2. Select Project from the "Templates" menu:

  3. Select which Project Template you would like to enable for Project Requests:

  4. Open up the Template Menu in the top right-hand corner of the Project Template profile page:

  5. Select the Request view:

  6. Configure any of the following settings:

After going through the configuration windows, the Project Template's request form will reflect the changes.