Integrate > Micro Focus Project and Portfolio Management Center (PPM) > Customizing SM Project Proposal Catalog Item Fields

Customizing SM Project Proposal Catalog Item Fields

Perform the following steps to customize SM Project Proposal Catalog Item fields:

  1. Log on to Service Manager as a System Administrator.
  2. Go to Service Catalog > Manage Catalog. The Search Catalog Item Definitions form opens.
  3. Type Project Proposal in the Name field, and click Search. The Project Proposal Catalog Item Definition tab window displays. Click the User Selections tab.
  4. In this page, you can click menu items in the right side of the window to edit fields of the Project Proposal Catalog Item, or simply double-click the entry you want to edit.

    For example, if you need to add a Region field, perform the following steps:

    1. Click Add User Selection, and provide values as required.

    2. Click Next.

      In the value list table, provide optional values for the Region field. The values added will be available in the Project Proposal Catalog Item drop-down list for users to select.

      Note The value provided in the Value column must be the same as that in the PPM field on the web page.

    3. Click Next, and select a type from the Type drop-down list. You may also select the Mandatory check box as necessary.

    4. Click Next to finish the wizard.
    5. Click Save. Now the Please enter the Region field is added in the Project Proposal Catalog Item.

  5. After the custom fields are added to the Project Proposal Catalog Item, configure the fields mapping in the SMIS framework. To do so, go to Tailoring > Integration Manager.

  6. Double-click the SMCatalog_PPMProjectProposal entry.

  7. Click Next.
  8. Click Next again. The Integration Instance Fields page displays.
  9. In the SM Fields tab, add the created fields (for example, Region) to the Project Proposal Catalog Item.

  10. Click the Endpoint Fields tab, and add PPM fields that map to the fields added to the Project Proposal Catalog Item. For example, REQ.P.KNTA_REGION is a field in PPM mapping to Region of the Service Manager Project Proposal Catalog Item.

  11. Click Next.
  12. In the Field Mapping pane, map the fields of the Service Manager Project Proposal Catalog Item to PPM Project Proposal fields.

    Note The CallID field is mandatory. PPM Center uses the mapping field REQD.P.CALLID to synchronize the status back to Service Manager.

    For more information about configuring field mappings or value mappings, seeService Manager Integration Suite (SMIS).