Referencing Requests from Tasks

To reference a request from a task:

1. Log on to PPM.

2. On the Search menu, click Projects.

   The Search Projects page opens.

3. Enter your search criteria.

4. Click Search.

   The Project Search page reloads and displays the search results.

5. To open a project, from the Project Name list, click the project name.

6. On the Project Summary tab, at the top of the Work Plan section, click Edit Work Plan.

   The View Work Plan page opens to the Schedule View.

7. In the list of tasks, select the task to update, and then click the Task Details icon.

   The Task Details page opens.

8. Click the References tab.

9. From the New Reference list, select Request (Existing) or Request (New).

10. Click Add.

    If you selected Request (Existing), the Add Reference - Request page opens. If you selected Request (New), the Create New Request window opens.

11. If you selected Request (Existing), do the following. Otherwise, skip to step 12.

    1. On the Add Reference: Request page, enter your search criteria, and then click Search.

       The Request Search Results section lists the requests that match your search criteria.

    2. In the Request Search Results section, select the checkbox for the request you want to add as a reference.

    3. Click Add.

       The Add Reference: Request page closes and the Task Details page opens. On the References tab, the References to be added on Save field displays the request you selected.

12. If you selected Request (New), do the following in the Create New Request window:

    1. In the Request Type field, select the request type.

       Note: You can only specify the "Related to this Task" dependency between requests and tasks.

    2. Click Create.

       The Create New <Request Type> window opens.

    3. Provide all required information (marked with a red asterisk) and any useful optional information, and then click Submit.

       The Create New <Request Type> window closes and the Task Details page opens. On the References tab, the References to be added on Save field displays the request you just created.

13. Click Done.

    The request is referenced to the task. The Task Details page closes, and the View Work Plan page opens.

14. To save your changes to the work plan, click Done.