Configuring the PPM Workbench

Perform the following steps to configure the PPM Workbench:

1. Log on to PPM Center as an administrator.

2. In the navigation pane, go to Administration > Open Workbench. The Project and Portfolio Management Workbench application launches.

   

3. In the left navigation pane, click Demand Mgmt > Requets Types. The Request Type Workbench window opens.

   

4. Click List to list all request types in PPM Center.

   

5. Double-click the PFM–Proposal entry, or select it and then click Open.

   Note If you cannot find the PFM-Proposal entry, contact your PPM administrator for best practices of installation.

   

6. Go to the Fields tab and click New. Add a new field CallID: for the PFM–Proposal Request Type, and provide values for required fields as shown below.

   

   

7. Click OK to save the modification.

8. In the left navigation pane, click Configuration > Workflows to launch the Workflow Workbench window.

   

9. Click List to list all workflows. Locate the PFM–Proposal entry from the list, and double-click on it or click Open.

   

   

10. In the Workflow Step Sources sub-window, select the Executions node in the Workflow Step Sources item tree.

    

11. Click New to create a new workflow step source SMCatalog_Reject.

    

12. Click New Cmd to add a new command, and provide values for the corresponding fields:
    • Command: close_smcatalog
    • Condition: '[REQD.P.CALLID]' IS NOT NULL
    • Command Steps: Locate the script with the [command 1] marker in command.txt, then copy and paste the entire section of script directly to this field.

      Note To facilitate your configuration effort, all scripts that may cause errors during your copy and paste operation are provided in command.txt under the <SMPPMIntegration_installDir>\doc directory.

      

      

      The following is the detailed script ([command 1] in command.txt):

      ksc_local_exec sh "[AS.BASE_PATH]/integration/smcatalog/smcatalog.sh"
       "[AS.BASE_PATH]" "[AS.KINTANA_SERVER_NAME]"
       "[AS.SM_URL]/sc62server/PWS/ServiceDeskForPPM" 
       "[AS.SM_USERNAME]" "[AS.SM_PASSWORD]" 
       "[REQD.P.CALLID]" "Request Rejected"
       "Proposal has been rejected."

13. In the Workflow Step Sources sub-window, select the newly added SMCatalog_Reject item.

    

14. Click Copy to create a new workflow step source SMCatalog_Approve. Locate the script with the [command 2] marker in command.txt, then copy and paste the entire section of script directly to the Command Steps field.

    

    

    The following is the detailed script ([command 2] in command.txt):

    ksc_local_exec sh "[AS.BASE_PATH]/integration/smcatalog/smcatalog.sh"
     "[AS.BASE_PATH]" "[AS.KINTANA_SERVER_NAME]" 
     "[AS.SM_URL]/sc62server/PWS/ServiceDeskForPPM" 
     "[AS.SM_USERNAME]" "[AS.SM_PASSWORD]"
     "[REQD.P.CALLID]" "Proposal approved"
     "Proposal has been approved."

15. In the Workflow Step Sources sub-window, select the Decisions node.

    

16. Click New. In the Decision dialogue box, create a new workflow step source SMCatalog_Retry.

    

17. For the Validation field, click New to create a new validation SMCatalog_Retry for the SMCatalog_Retry workflow step resource, and click New to add two entries in Validation Values as shown below.

    

18. Click OK to close the Validation dialog.

19. Click OK to close the Decision dialog.
20. In the PFM–Proposal sub-window, drag-and-drop the newly added workflow step resources SMCatalog_Reject, SMCatalog_Approve, and SMCatalog_Retry from the Workflow Step Sources sub-window to the PFM–Proposal workflow. The Workflow Step window pops up.

    

21. Click Security and then click New. For the Security Group field, select PPM Userfrom the pop-up window and click the right arrow to add PPM User to Security Group.

    

22. Click OK in the Validate and Workflow Step windows. PPM User is added to Security Group.
23. To add transitions between workflow steps, right-click a step, and select Add Transitionfrom the menu.

    

    

24. After adding all the steps in the PFM–Proposal workflow, click Save to save the modification to the workflow. The configuration of the PPM Workbench is finished.